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ALPS Clean Energy ETF
ACES

82 hedge funds and large institutions have $584M invested in ALPS Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 69.71% → 70.25% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $614M → $584M (-$30.4M)

8% less funds holding

Funds holding: 89 → 82 (-7)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
25
Reduced
28
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.67M
2
Wells Fargo
Wells Fargo
California
+$1.06M
3
MD
Money Design
Japan
+$940K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$831K
5
EFL
ERn Financial LLC
Wisconsin
+$751K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.3M
2
Jane Street
Jane Street
New York
-$3.74M
3
LPL Financial
LPL Financial
California
-$3.67M
4
Morgan Stanley
Morgan Stanley
New York
-$3.23M
5
Bessemer Group
Bessemer Group
New Jersey
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
26
Beacon Capital Management Inc (Ohio)
Ohio
$950K +$282K +5,000 +50%
Osaic Holdings
27
Osaic Holdings
Arizona
$931K +$127K +2,260 +18%
MML Investors Services
28
MML Investors Services
Massachusetts
$820K -$190K -3,365 -21%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$810K -$81.1K -1,439 -10%
UBS Group
30
UBS Group
Switzerland
$782K +$70.1K +1,244 +11%
TFA
31
Tobias Financial Advisors
Florida
$743K +$661K +11,731 New
SAM
32
Sequent Asset Management
Texas
$696K – – –
US Bancorp
33
US Bancorp
Minnesota
$675K -$196K -3,482 -25%
LNC
34
Lincoln National Corp
Pennsylvania
$535K +$19.2K +340 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$528K +$61.7K +1,094 +15%
DADC
36
D.A. Davidson & Co
Montana
$495K -$22.6K -400 -5%
AWS
37
Atria Wealth Solutions
New York
$476K +$424K +7,515 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$433K -$448K -7,946 -54%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$376K +$335K +5,941 New
HI
40
Hudock Inc
Pennsylvania
$342K -$14K -249 -4%
Creative Planning
41
Creative Planning
Kansas
$334K -$130K -2,300 -30%
TWP
42
Tempus Wealth Planning
California
$328K +$292K +5,174 New
LSA
43
L & S Advisors
California
$310K -$564 -10 -0.2%
B
44
Bailard
California
$308K +$80.9K +1,435 +42%
3LCM
45
3D/L Capital Management
Connecticut
$302K +$22.1K +392 +9%
CAN
46
Cetera Advisor Networks
California
$297K +$45.4K +805 +21%
CG
47
Colony Group
Massachusetts
$288K +$257K +4,556 New
JP Morgan Chase
48
JP Morgan Chase
New York
$259K +$231K +4,088 New
HNB
49
Huntington National Bank
Ohio
$257K – – –
Lido Advisors
50
Lido Advisors
California
$237K +$212K +3,755 New
1
2
3 4 5

ACES Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2022, worth a combined $584M — down 5% from $614M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACES and 18 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 25 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.67M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.3M.

  • 82 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2022, down from 89 in Q4 2021.
  • Funds reported $584M of ALPS Clean Energy ETF stock for Q1 2022, down 5% quarter-over-quarter.
  • 18 funds opened new ALPS Clean Energy ETF positions in Q1 2022 and 22 closed out, a net change of -4 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.67M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.