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ALPS Clean Energy ETF
ACES

78 hedge funds and large institutions have $421M invested in ALPS Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% less ownership

Funds ownership: 70.25% → 67.71% (-2.5%)

5% less funds holding

Funds holding: 82 → 78 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

28% less capital invested

Capital invested by funds: $584M → $421M (-$163M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
22
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$5.27M
2
Millennium Management
Millennium Management
New York
+$2.64M
3
Jane Street
Jane Street
New York
+$1.5M
4
FTUS
Flow Traders U.S.
New York
+$1.45M
5
TFA
Tobias Financial Advisors
Florida
+$1.16M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$16M
2
Wells Fargo
Wells Fargo
California
-$7.07M
3
CI
Clal Insurance
Israel
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.01M
5
EFL
ERn Financial LLC
Wisconsin
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$756K +$21.9K +418 +3%
SPIA
27
Steward Partners Investment Advisory
New York
$734K -$321K -6,129 -29%
BCMIO
28
Beacon Capital Management Inc (Ohio)
Ohio
$729K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$583K -$598K -11,419 -49%
Osaic Holdings
30
Osaic Holdings
Arizona
$573K -$157K -3,001 -20%
MML Investors Services
31
MML Investors Services
Massachusetts
$557K -$78K -1,489 -11%
US Bancorp
32
US Bancorp
Minnesota
$518K – – –
Wells Fargo
33
Wells Fargo
California
$458K -$7.07M -135,051 -93%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$429K -$207K -3,961 -31%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$394K -$12.2K -232 -3%
DADC
36
D.A. Davidson & Co
Montana
$370K -$10.5K -200 -3%
PA
37
PFG Advisors
Arizona
$343K -$1.88M -35,952 -84%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$338K +$6.97K +133 +2%
AWS
39
Atria Wealth Solutions
New York
$335K -$32.9K -629 -8%
LNC
40
Lincoln National Corp
Pennsylvania
$329K -$88.5K -1,689 -20%
TWP
41
Tempus Wealth Planning
California
$326K +$80K +1,527 +30%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$280K -$9.85K -188 -3%
HI
43
Hudock Inc
Pennsylvania
$263K +$419 +8 +0.1%
Creative Planning
44
Creative Planning
Kansas
$256K -$210 -4 -0.1%
CAN
45
Cetera Advisor Networks
California
$232K +$4.87K +93 +2%
LSA
46
L & S Advisors
California
$223K -$15.9K -303 -6%
3LCM
47
3D/L Capital Management
Connecticut
$222K -$10.9K -209 -4%
HNB
48
Huntington National Bank
Ohio
$171K – – –
GRP
49
Global Retirement Partners
California
$135K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$100K +$786 +15 +0.7%
1
2
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ACES Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2022, worth a combined $421M — down 28% from $584M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ACES and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.27M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.

  • 78 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2022, down from 82 in Q1 2022.
  • Funds reported $421M of ALPS Clean Energy ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest ALPS Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $5.27M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2022 was CIBC Private Wealth Group, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.