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ALPS Clean Energy ETF

67 hedge funds and large institutions have $513M invested in ALPS Clean Energy ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 3

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

90% more capital invested

Capital invested by funds: $270M → $513M (+$243M)

76% more funds holding

Funds holding: 3867 (+29)

2.09% less ownership

Funds ownership: 67.93%65.84% (-2.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $216K

Holders
67
Holders Change
+29
Holders Change %
+76.32%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
25
Reduced
4
Closed
3
Calls
Puts
$216K
Net Calls
-$216K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$103K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$97K +$458 +7 +0.6%
APA
53
American Portfolios Advisors
New York
$87.3K -$73.4K -1,123 -51%
ASN
54
Advisory Services Network
Georgia
$80K +$65.4K +1,000 New
WEC
55
Winslow Evans & Crocker
Massachusetts
$72K +$58.8K +900 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$50K +$32.4K +496 +397%
TWM
57
Tradition Wealth Management
Minnesota
$40K +$32.7K +500 New
HFS
58
Hantz Financial Services
Michigan
$36K +$29.4K +450 New
AF
59
Allworth Financial
California
$23K
KPCM
60
Kings Point Capital Management
New York
$18K +$14.5K +222 New
William Blair & Company
61
William Blair & Company
Illinois
$16K +$13.1K +200 New
CYG
62
Clean Yield Group
Vermont
$13K +$10.2K +156 New
IFAM
63
Institutional & Family Asset Management
Colorado
$12K +$9.81K +150 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$4K +$1.7K +26 +104%
HIA
65
Harbor Investment Advisory
Maryland
$2K +$1.57K +24 +1,200%
AF
66
Advisornet Financial
Minnesota
$1K +$981 +15 New
WIM
67
Westside Investment Management
California
$4 +$3.27K +50 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
-$252K -4,555 Closed
GT
69
Glenmede Trust
Pennsylvania
-$53K -965 Closed
GWM
70
Geneos Wealth Management
Colorado
-$25K -495 Closed
Wells Fargo
71
Wells Fargo
California
+$65 +1 +100%
BCM
72
Bourgeon Capital Management
Connecticut
+$196 +3 New

ACES Hedge Fund Activity: Q4 2020 in Review

67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2020, worth a combined $513M — up 90% from $270M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ACES positions and 3 closed out — a net gain of 31 holders — while 25 added to existing stakes and 4 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $61.9M. The largest seller was Jane Street, cutting an estimated $6.52M.

  • 67 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $513M of ALPS Clean Energy ETF stock for Q4 2020, up 90% quarter-over-quarter.
  • 34 funds opened new ALPS Clean Energy ETF positions in Q4 2020 and 3 closed out, a net change of +31 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2020 was CIBC Private Wealth Group, an estimated $61.9M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2020 was Jane Street, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2020.