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ALPS Clean Energy ETF

52 hedge funds and large institutions have $122M invested in ALPS Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.44% more ownership

Funds ownership: 63.74%88.19% (+24%)

9% less funds holding

Funds holding: 5752 (-5)

9% less capital invested

Capital invested by funds: $133M → $122M (-$11.9M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$210K +$809 +28 +0.4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$163K -$31.8K -1,100 -17%
KC
28
Kepos Capital
New York
$123K -$57.5K -1,990 -32%
BCM
29
Blume Capital Management
California
$118K
CFGS
30
Concourse Financial Group Securities
Alabama
$86.1K +$7.14K +247 +9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$63K +$60.8K +2,106 +4,212%
Osaic Holdings
32
Osaic Holdings
Arizona
$61.2K -$24.4K -845 -29%
HNB
33
Huntington National Bank
Ohio
$49K
IAIM
34
International Assets Investment Management
Florida
$34.9K +$47.1M +1,629,127 New
Citigroup
35
Citigroup
New York
$26.5K -$4.6M -159,281 -99%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$23.5K -$198K -6,870 -90%
AF
37
Allworth Financial
California
$17K
NI
38
NCP Inc
California
$16.6K +$29 +1 +0.2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$10.3K -$1.47K -51 -13%
RIL
40
Rothschild Investment LLC
Illinois
$8.82K
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$7.85K +$7.71K +267 New
HI
42
Harbour Investments
Wisconsin
$7.56K -$3.47K -120 -32%
GWM
43
Geneos Wealth Management
Colorado
$7.21K
JP Morgan Chase
44
JP Morgan Chase
New York
$5.94K +$5.78K +200 +10,000%
NA
45
NewEdge Advisors
Louisiana
$5.88K
PPWM
46
PFG Private Wealth Management
Florida
$5.88K
TFGT
47
TS Financial Group (TSFG)
Illinois
$5K
SPIA
48
Steward Partners Investment Advisory
New York
$3.06K -$3.44K -119 -53%
Simplex Trading
49
Simplex Trading
Illinois
$1K -$21.4K -742 -95%
FMP
50
Financial Management Professionals
Texas
$1K

ACES Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2024, worth a combined $122M — down 8.9% from $133M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ACES and 7 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $47.1M. The largest seller was Citigroup, cutting an estimated $4.6M.

  • 52 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2024, down from 57 in Q2 2024.
  • Funds reported $122M of ALPS Clean Energy ETF stock for Q3 2024, down 8.9% quarter-over-quarter.
  • 7 funds opened new ALPS Clean Energy ETF positions in Q3 2024 and 12 closed out, a net change of -5 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $47.1M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2024 was Citigroup, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2024.