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ALPS Clean Energy ETF

66 hedge funds and large institutions have $197M invested in ALPS Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 6466 (+2)

1.95% less ownership

Funds ownership: 67.52%65.58% (-1.9%)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

22% less capital invested

Capital invested by funds: $254M → $197M (-$57.1M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
16
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$381K
TWP
27
Tempus Wealth Planning
California
$358K +$95.8K +2,952 +42%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$353K -$371K -11,448 -54%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$340K +$19.2K +591 +7%
TSS
30
Two Sigma Securities
New York
$303K +$274K +8,448 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$295K +$20.7K +638 +8%
VF
32
Virtu Financial
New York
$281K +$75.3K +2,320 +42%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$254K -$1.72K -53 -0.7%
KC
34
Kepos Capital
New York
$201K +$182K +5,605 New
Osaic Holdings
35
Osaic Holdings
Arizona
$160K -$211K -6,504 -59%
Wells Fargo
36
Wells Fargo
California
$140K -$61.2K -1,887 -33%
CG
37
Cutler Group
California
$104K +$94.1K +2,900 New
CFGS
38
Concourse Financial Group Securities
Alabama
$92K -$8.83K -272 -10%
HNB
39
Huntington National Bank
Ohio
$77.7K
BCM
40
Blume Capital Management
California
$53.9K +$48.7K +1,500 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$44K +$1.95K +60 +5%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$37.8K +$26.4K +814 +341%
Citigroup
43
Citigroup
New York
$32.3K
RIL
44
Rothschild Investment LLC
Illinois
$32.3K +$29.2K +900 New
AF
45
Allworth Financial
California
$23.3K
HI
46
Harbour Investments
Wisconsin
$16K -$18.8K -579 -56%
WIM
47
Westside Investment Management
California
$14.4K
GRP
48
Global Retirement Partners
California
$12.1K -$3.86K -119 -23%
SPIA
49
Steward Partners Investment Advisory
New York
$10.1K -$1.69K -52 -16%
ADL
50
Asset Dedication LLC
California
$9K

ACES Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2023, worth a combined $197M — down 22% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ACES positions and 12 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.3M. The largest seller was CIBC Private Wealth Group, cutting an estimated $48M.

  • 66 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $197M of ALPS Clean Energy ETF stock for Q4 2023, down 22% quarter-over-quarter.
  • 15 funds opened new ALPS Clean Energy ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $4.3M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2023 was CIBC Private Wealth Group, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2023.