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ALPS Clean Energy ETF

89 hedge funds and large institutions have $614M invested in ALPS Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

7% more funds holding

Funds holding: 8389 (+6)

2.77% more ownership

Funds ownership: 66.94%69.71% (+2.8%)

2% more capital invested

Capital invested by funds: $604M → $614M (+$9.74M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$283K +$68.1K +950 +27%
3LCM
52
3D/L Capital Management
Connecticut
$281K +$11K +153 +4%
CAN
53
Cetera Advisor Networks
California
$250K +$8.6K +120 +3%
JCM
54
Jacobi Capital Management
Pennsylvania
$229K -$49.7K -693 -16%
CA
55
Cetera Advisors
Colorado
$229K +$256K +3,565 New
B
56
Bailard
California
$220K -$94.1K -1,312 -28%
NFG
57
Norris Financial Group
South Carolina
$213K +$239K +3,328 New
HI
58
Harbour Investments
Wisconsin
$172K +$46.5K +649 +32%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$140K +$130K +1,814 +521%
CFGS
60
Concourse Financial Group Securities
Alabama
$117K +$21.9K +305 +20%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$116K -$78.9K -1,101 -38%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$112K
CFA
63
Carroll Financial Associates
North Carolina
$83K
SWM
64
Spire Wealth Management
Virginia
$70K -$7.24K -101 -9%
APA
65
American Portfolios Advisors
New York
$66.1K +$5.38K +75 +8%
WIM
66
Westside Investment Management
California
$64.2K +$25.1K +350 +6%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$60K +$64.5K +899 +2,724%
TC
68
TAP Consulting
Missouri
$56K +$62.3K +869 New
SCA
69
Snowden Capital Advisors
New York
$38K +$43K +600 New
AP
70
Atwood & Palmer
Missouri
$32K
Citigroup
71
Citigroup
New York
$26K
William Blair & Company
72
William Blair & Company
Illinois
$23K -$35.8K -499 -59%
SBL
73
Sargent Bickham Lagudis
Colorado
$22K +$25.1K +350 New
GWM
74
Geneos Wealth Management
Colorado
$18K
Optiver Holding
75
Optiver Holding
Netherlands
$17K

ACES Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2021, worth a combined $614M — up 1.6% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACES positions and 14 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.9M. The largest seller was Millennium Management, exiting entirely with an estimated $8.75M sold.

  • 89 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $614M of ALPS Clean Energy ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 20 funds opened new ALPS Clean Energy ETF positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.9M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2021 was Millennium Management, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2021.