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ALPS Clean Energy ETF
ACES

Overview Fund Activity

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.

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

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$426M
2
BCM
2
Brookstone Capital Management
Illinois
$7.26M
3
FI
3
FormulaFolio Investments
Michigan
$7.17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
LPL Financial
5
LPL Financial
California
$4.77M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.43M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
APA
3
American Portfolios Advisors
New York
$87.3K
4
SWP
4
Stratos Wealth Partners
Ohio
$1.47M
5
GT
5
Glenmede Trust
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$103K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$97K +$563 +7 +0.6%
APA
53
American Portfolios Advisors
New York
$87.3K -$90K -1,123 -51%
ASN
54
Advisory Services Network
Georgia
$80K +$80K +1,000 New
WEC
55
Winslow Evans & Crocker
Massachusetts
$72K +$72K +900 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$50K +$39.9K +496 +397%
TWM
57
Tradition Wealth Management
Minnesota
$40K +$40K +500 New
HFS
58
Hantz Financial Services
Michigan
$36K +$36K +450 New
AF
59
Allworth Financial
California
$23K – – –
KPCM
60
Kings Point Capital Management
New York
$18K +$18K +222 New
William Blair & Company
61
William Blair & Company
Illinois
$16K +$16K +200 New
CYG
62
Clean Yield Group
Vermont
$13K +$13K +156 New
IFAM
63
Institutional & Family Asset Management
Colorado
$12K +$12K +150 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$4K +$2.04K +26 +104%
HIA
65
Harbor Investment Advisory
Maryland
$2K +$1.85K +24 +1,200%
AF
66
Advisornet Financial
Minnesota
$1K +$1K +15 New
WIM
67
Westside Investment Management
California
$4 +$4 +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
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