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ALPS Clean Energy ETF
ACES

44 hedge funds and large institutions have $61.1M invested in ALPS Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

15% less funds holding

Funds holding: 52 → 44 (-8)

36.56% less ownership

Funds ownership: 88.19% → 51.63% (-37%)

50% less capital invested

Capital invested by funds: $122M → $61.1M (-$60.5M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
44
Holders Change
-8
Holders Change %
-15.38%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$2.48M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$1.13M
4
FTUS
Flow Traders U.S.
New York
+$713K
5
Millennium Management
Millennium Management
New York
+$439K

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$48.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.86M
3
Truist Financial
Truist Financial
North Carolina
-$774K
4
NWA
Navis Wealth Advisors
New York
-$655K
5
VF
Virtu Financial
New York
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$16.9K -$4.15K -150 -19%
AF
27
Allworth Financial
California
$14.7K – – –
NI
28
NCP Inc
California
$14.7K +$55 +2 +0.4%
RIL
29
Rothschild Investment LLC
Illinois
$7.81K – – –
HI
30
Harbour Investments
Wisconsin
$6.69K – – –
GWM
31
Geneos Wealth Management
Colorado
$6.38K – – –
VHAM
32
Van Hulzen Asset Management
California
$5.86K +$6.22K +225 New
NA
33
NewEdge Advisors
Louisiana
$5.21K – – –
PPWM
34
PFG Private Wealth Management
Florida
$5.21K – – –
TFGT
35
TS Financial Group (TSFG)
Illinois
$5K – – –
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$2.84K -$4.37K -158 -59%
Simplex Trading
37
Simplex Trading
Illinois
$2K +$1.08K +39 +103%
MCM
38
MAI Capital Management
Ohio
$1.3K +$1.38K +50 New
GRP
39
Global Retirement Partners
California
$1.02K +$1.08K +39 New
FMP
40
Financial Management Professionals
Texas
$651 – – –
AF
41
Advisornet Financial
Minnesota
$312 – – –
KFI
42
Key Financial Inc
Pennsylvania
$130 – – –
LFA
43
Legend Financial Advisors
Pennsylvania
$78 +$83 +3 New
JP Morgan Chase
44
JP Morgan Chase
New York
$53 -$5.53K -200 -99%
IAIM
45
International Assets Investment Management
Florida
– -$34.9K -1,629,127 Closed
Truist Financial
46
Truist Financial
North Carolina
– -$774K -26,309 Closed
NWA
47
Navis Wealth Advisors
New York
– -$655K -22,261 Closed
VF
48
Virtu Financial
New York
– -$605K -20,558 Closed
FIM
49
Freedom Investment Management
Connecticut
– -$258K -8,761 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
– -$234K -7,963 Closed
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ACES Hedge Fund Activity: Q4 2024 in Review

44 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2024, worth a combined $61.1M — down 50% from $122M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACES and 6 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was GTS Securities, adding an estimated $2.48M. The largest seller was CIBC Private Wealth Group, cutting an estimated $48.5M.

  • 44 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2024, down from 52 in Q3 2024.
  • Funds reported $61.1M of ALPS Clean Energy ETF stock for Q4 2024, down 50% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q4 2024 and 14 closed out, a net change of -8 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2024 was GTS Securities, an estimated $2.48M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2024 was CIBC Private Wealth Group, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2024.