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ALPS Clean Energy ETF

69 hedge funds and large institutions have $166M invested in ALPS Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7.18% more ownership

Funds ownership: 65.58%72.76% (+7.2%)

5% more funds holding

Funds holding: 6669 (+3)

16% less capital invested

Capital invested by funds: $197M → $166M (-$31.5M)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
26
Closed
8
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$274K -$263K -8,710 -49%
TWP
27
Tempus Wealth Planning
California
$271K -$25.4K -842 -8%
RJA
28
Raymond James & Associates
Florida
$246K -$229K -7,597 -48%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$242K -$512K -16,969 -68%
SWP
30
Stratos Wealth Partners
Ohio
$222K -$205K -6,810 -48%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$219K -$25.3K -838 -10%
GS
32
GTS Securities
New York
$212K +$215K +7,128 New
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$209K -$189K -6,254 -47%
FIM
34
Freedom Investment Management
Connecticut
$207K +$210K +6,976 New
Osaic Holdings
35
Osaic Holdings
Arizona
$119K -$14K -464 -10%
BCM
36
Blume Capital Management
California
$104K +$60.3K +2,000 +133%
Wells Fargo
37
Wells Fargo
California
$83.3K -$33.2K -1,100 -28%
CFGS
38
Concourse Financial Group Securities
Alabama
$83.3K +$7.39K +245 +10%
KC
39
Kepos Capital
New York
$83K -$84.8K -2,811 -50%
HNB
40
Huntington National Bank
Ohio
$64.3K
Citigroup
41
Citigroup
New York
$26.7K
RIL
42
Rothschild Investment LLC
Illinois
$26.7K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$23.7K -$12.8K -425 -35%
AF
44
Allworth Financial
California
$17.2K -$2.17K -72 -11%
NI
45
NCP Inc
California
$16.6K +$16.9K +561 New
HI
46
Harbour Investments
Wisconsin
$13.3K
GRP
47
Global Retirement Partners
California
$11.9K
WIM
48
Westside Investment Management
California
$11.9K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$10.4K -$21.2K -702 -67%
GWM
50
Geneos Wealth Management
Colorado
$7.27K

ACES Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2024, worth a combined $166M — down 16% from $197M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ACES positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 26 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.47M. The largest seller was CIBC Private Wealth Group, cutting an estimated $8.9M.

  • 69 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $166M of ALPS Clean Energy ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 11 funds opened new ALPS Clean Energy ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2024 was Bank of Montreal, an estimated $3.47M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2024 was CIBC Private Wealth Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2024.