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ALPS Clean Energy ETF

71 hedge funds and large institutions have $346M invested in ALPS Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

1.32% less ownership

Funds ownership: 68.45%67.13% (-1.3%)

7% less capital invested

Capital invested by funds: $372M → $346M (-$25.8M)

10% less funds holding

Funds holding: 7971 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$685K -$25.9K -536 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$648K -$23.2K -481 -3%
TFA
28
Tobias Financial Advisors
Florida
$583K -$314K -6,503 -34%
Osaic Holdings
29
Osaic Holdings
Arizona
$514K -$319K -6,595 -37%
US Bancorp
30
US Bancorp
Minnesota
$495K
CG
31
Colony Group
Massachusetts
$467K -$499K -10,322 -51%
MML Investors Services
32
MML Investors Services
Massachusetts
$459K -$47.4K -981 -9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$432K +$116K +2,405 +35%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$424K +$258K +5,350 +141%
UIA
35
Ulland Investment Advisors
Minnesota
$417K -$74.4K -1,540 -15%
WIM
36
Westside Investment Management
California
$400K +$14.5K +300 +4%
Creative Planning
37
Creative Planning
Kansas
$388K +$135K +2,790 +50%
DADC
38
D.A. Davidson & Co
Montana
$354K
TWP
39
Tempus Wealth Planning
California
$292K +$33.7K +697 +12%
Wells Fargo
40
Wells Fargo
California
$285K -$353K -7,306 -54%
PA
41
PFG Advisors
Arizona
$259K +$11.6K +241 +5%
LSA
42
L & S Advisors
California
$236K +$531 +11 +0.2%
LNC
43
Lincoln National Corp
Pennsylvania
$208K -$87.5K -1,811 -29%
CFGS
44
Concourse Financial Group Securities
Alabama
$111K +$17.6K +365 +18%
HNB
45
Huntington National Bank
Ohio
$101K
HI
46
Harbour Investments
Wisconsin
$89.1K -$3.57K -74 -4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$76K -$16.9K -350 -18%
ASN
48
Advisory Services Network
Georgia
$63.5K -$65.1K -1,348 -50%
BAM
49
Belpointe Asset Management
Nevada
$44.2K +$6.71K +139 +17%
Citigroup
50
Citigroup
New York
$41.8K

ACES Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2023, worth a combined $346M — down 6.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ACES and 6 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.9M. The largest seller was Clal Insurance, exiting entirely with an estimated $55.6M sold.

  • 71 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2023, down from 79 in Q4 2022.
  • Funds reported $346M of ALPS Clean Energy ETF stock for Q1 2023, down 6.9% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q1 2023 and 12 closed out, a net change of -6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2023 was CIBC Private Wealth Group, an estimated $7.9M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2023 was Clal Insurance, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2023.