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ALPS Clean Energy ETF

64 hedge funds and large institutions have $254M invested in ALPS Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% less ownership

Funds ownership: 68.67%67.52% (-1.1%)

11% less funds holding

Funds holding: 7264 (-8)

24% less capital invested

Capital invested by funds: $335M → $254M (-$80.6M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$444K -$12.6K -292 -2%
Creative Planning
27
Creative Planning
Kansas
$431K -$165K -3,831 -25%
Osaic Holdings
28
Osaic Holdings
Arizona
$401K +$72.8K +1,689 +18%
US Bancorp
29
US Bancorp
Minnesota
$389K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$325K +$7.54K +175 +2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$278K -$186K -4,314 -36%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$260K -$286K -6,624 -48%
TWP
33
Tempus Wealth Planning
California
$257K +$3.54K +82 +1%
Walleye Capital
34
Walleye Capital
New York
$220K +$259K +6,018 New
DADC
35
D.A. Davidson & Co
Montana
$215K -$17.2K -400 -6%
Wells Fargo
36
Wells Fargo
California
$212K -$9.36K -217 -4%
VF
37
Virtu Financial
New York
$202K +$238K +5,515 New
CFGS
38
Concourse Financial Group Securities
Alabama
$104K +$6.42K +149 +6%
HNB
39
Huntington National Bank
Ohio
$79.2K
UIA
40
Ulland Investment Advisors
Minnesota
$66K -$44K -1,020 -36%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$60.8K -$2.06M -47,701 -98%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$42.6K -$29.7K -690 -37%
HI
43
Harbour Investments
Wisconsin
$37.5K -$38.5K -894 -47%
Citigroup
44
Citigroup
New York
$32.9K
AF
45
Allworth Financial
California
$23.8K
GRP
46
Global Retirement Partners
California
$17.7K
WIM
47
Westside Investment Management
California
$14.6K
William Blair & Company
48
William Blair & Company
Illinois
$13.1K -$3.84K -89 -20%
SPIA
49
Steward Partners Investment Advisory
New York
$12.2K -$621K -14,406 -98%
ADL
50
Asset Dedication LLC
California
$9K

ACES Hedge Fund Activity: Q3 2023 in Review

64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2023, worth a combined $254M — down 24% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACES and 6 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $7.72M. The largest seller was CIBC Private Wealth Group, cutting an estimated $13.1M.

  • 64 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $254M of ALPS Clean Energy ETF stock for Q3 2023, down 24% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q3 2023 and 14 closed out, a net change of -8 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2023 was Jane Street, an estimated $7.72M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2023 was CIBC Private Wealth Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2023.