We are live on ! Find out more
ACES icon

ALPS Clean Energy ETF

79 hedge funds and large institutions have $372M invested in ALPS Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.87% less ownership

Funds ownership: 69.32%68.45% (-0.87%)

2% less funds holding

Funds holding: 8179 (-2)

25% less capital invested

Capital invested by funds: $495M → $372M (-$124M)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$844K -$61.9K -1,182 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$803K -$89.2K -1,705 -9%
AAS
28
Avantax Advisory Services
Texas
$747K -$152K -2,904 -15%
SPIA
29
Steward Partners Investment Advisory
New York
$695K +$122K +2,331 +18%
BCMIO
30
Beacon Capital Management Inc (Ohio)
Ohio
$682K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$656K -$1.1K -21 -0.1%
Wells Fargo
32
Wells Fargo
California
$611K +$175K +3,350 +33%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$562K -$7.75K -148 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$555K -$145K -2,774 -19%
MML Investors Services
35
MML Investors Services
Massachusetts
$493K -$11.4K -218 -2%
US Bancorp
36
US Bancorp
Minnesota
$485K
UIA
37
Ulland Investment Advisors
Minnesota
$478K -$51.8K -990 -9%
NA
38
NewEdge Advisors
Louisiana
$435K +$513K +9,799 New
DADC
39
D.A. Davidson & Co
Montana
$347K
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$313K -$54.1K -1,033 -13%
LNC
41
Lincoln National Corp
Pennsylvania
$286K -$17.5K -334 -5%
TWP
42
Tempus Wealth Planning
California
$254K -$46.4K -886 -14%
Creative Planning
43
Creative Planning
Kansas
$253K -$244K -4,657 -46%
PA
44
PFG Advisors
Arizona
$242K -$17.1K -326 -6%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$234K -$28.3K -540 -10%
LSA
46
L & S Advisors
California
$231K +$25K +477 +10%
CAN
47
Cetera Advisor Networks
California
$215K -$5.65K -108 -2%
HI
48
Hudock Inc
Pennsylvania
$212K -$76.6K -1,464 -24%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$172K -$167K -3,192 -46%
ASN
50
Advisory Services Network
Georgia
$123K +$142K +2,713 New

ACES Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2022, worth a combined $372M — down 25% from $495M a quarter earlier.

Fund positioning in ACES was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 17 added to existing stakes and 32 trimmed.

The largest buyer was Dudley & Shanley, opening a new position worth an estimated $2.72M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 79 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $372M of ALPS Clean Energy ETF stock for Q4 2022, down 25% quarter-over-quarter.
  • 12 funds opened new ALPS Clean Energy ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2022 was Dudley & Shanley, an estimated $2.72M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2022 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.