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ALPS Clean Energy ETF

72 hedge funds and large institutions have $335M invested in ALPS Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.54% more ownership

Funds ownership: 67.13%68.67% (+1.5%)

1% more funds holding

Funds holding: 7172 (+1)

3% less capital invested

Capital invested by funds: $346M → $335M (-$10.7M)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$621K -$8.25K -189 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$584K -$413K -9,449 -42%
GS
28
GTS Securities
New York
$563K +$545K +12,472 New
MML Investors Services
29
MML Investors Services
Massachusetts
$562K +$112K +2,571 +26%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$538K -$165K -3,781 -24%
US Bancorp
31
US Bancorp
Minnesota
$480K -$1.09K -25 -0.2%
CG
32
Colony Group
Massachusetts
$476K +$21.6K +495 +5%
Osaic Holdings
33
Osaic Holdings
Arizona
$419K -$77.9K -1,785 -16%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$413K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$394K -$24.9K -571 -6%
TWP
36
Tempus Wealth Planning
California
$313K +$28.8K +659 +11%
DADC
37
D.A. Davidson & Co
Montana
$283K -$58.9K -1,350 -18%
TFA
38
Tobias Financial Advisors
Florida
$276K -$281K -6,429 -51%
Wells Fargo
39
Wells Fargo
California
$272K -$4.72K -108 -2%
LSA
40
L & S Advisors
California
$230K +$218 +5 +0.1%
PA
41
PFG Advisors
Arizona
$227K -$23.1K -529 -10%
GAA
42
Global Assets Advisory
Florida
$226K +$218K +5,003 New
UIA
43
Ulland Investment Advisors
Minnesota
$127K -$269K -6,150 -69%
CFGS
44
Concourse Financial Group Securities
Alabama
$121K +$12.8K +293 +12%
HNB
45
Huntington National Bank
Ohio
$97.8K
HI
46
Harbour Investments
Wisconsin
$86.8K +$131 +3 +0.2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$83.8K +$9.61K +220 +13%
Citigroup
48
Citigroup
New York
$40.7K
AF
49
Allworth Financial
California
$29.4K -$4.37K -100 -13%
SWM
50
Spire Wealth Management
Virginia
$27.1K -$1.4K -32 -5%

ACES Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2023, worth a combined $335M — down 3.1% from $346M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACES positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16.1M.

  • 72 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $335M of ALPS Clean Energy ETF stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest ALPS Clean Energy ETF buyer in Q2 2023 was Morgan Stanley, an estimated $7.82M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2023 was CIBC Private Wealth Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.