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ALPS Clean Energy ETF
ACES

Overview Fund Activity

92 hedge funds and large institutions have $682M invested in ALPS Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+25
Holders Change %
+37.31%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
38
Reduced
10
Closed
10
Calls
$428K
Puts
$209K
Net Calls
+$219K
Net Calls Change
+$435K

Top Buyers

1
CI
1
Clal Insurance
Israel
$134M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$448M
3
Bank of America
3
Bank of America
North Carolina
$7.27M
4
LPL Financial
4
LPL Financial
California
$10M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.33M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.1M
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Jane Street
4
Jane Street
New York
$1.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$355K +$355K +4,545 New
JCM
52
Jacobi Capital Management
Pennsylvania
$343K +$343K +4,391 New
3LCM
53
3D/L Capital Management
Connecticut
$316K +$316K +4,050 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$286K +$286K +3,666 New
PFC
55
Phocas Financial Corp
California
$273K +$273K +3,495 New
Stifel Financial
56
Stifel Financial
Missouri
$267K +$15.2K +195 +6%
BOS
57
Bingham Osborn & Scarborough
California
$266K +$266K +3,410 New
SFP
58
Shepherd Financial Partners
Massachusetts
$241K +$241K +3,094 New
SFS
59
Sowell Financial Services
Arkansas
$227K +$22.6K +336 +11%
GRP
60
Global Retirement Partners
California
$226K +$16.5K +211 +8%
FAIM
61
Financial Advocates Investment Management
Washington
$213K +$213K +2,727 New
SXL
62
Summit X LLC
Missouri
$207K +$207K +2,630 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$207K +$207K +2,659 New
FFS
64
Founders Financial Securities
Maryland
$204K – – –
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$175K +$80.6K +1,031 +85%
HI
66
Harbour Investments
Wisconsin
$108K +$108K +1,383 New
APA
67
American Portfolios Advisors
New York
$103K +$17.9K +230 +21%
Citigroup
68
Citigroup
New York
$101K +$101K +1,300 New
CFA
69
Carroll Financial Associates
North Carolina
$100K – – –
WIM
70
Westside Investment Management
California
$78K +$77.4K +6,145 +12,290%
AWA
71
Arkadios Wealth Advisors
Georgia
$72K +$72K +935 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$69K +$19.8K +250 +40%
Wells Fargo
73
Wells Fargo
California
$59K +$58.8K +748 +37,400%
William Blair & Company
74
William Blair & Company
Illinois
$55K +$39.3K +500 +250%
IFAM
75
Institutional & Family Asset Management
Colorado
$46K +$34.2K +434 +289%
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