ACES icon

ALPS Clean Energy ETF
ACES

Overview Fund Activity

88 hedge funds and large institutions have $614M invested in ALPS Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
33
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.2M
2
Wells Fargo
2
Wells Fargo
California
$8.06M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$403M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.2M
5
MD
5
Money Design
Japan
$5.34M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
MAG
2
MRA Advisory Group
New Jersey
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$947K
4
FTUS
4
Flow Traders U.S.
New York
$853K
5
AIFAIM
5
American Institute for Advanced Investment Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$283K +$60.9K +950 +27%
3LCM
52
3D/L Capital Management
Connecticut
$281K +$9.82K +153 +4%
CAN
53
Cetera Advisor Networks
California
$250K +$7.71K +120 +3%
JCM
54
Jacobi Capital Management
Pennsylvania
$229K -$44.5K -693 -16%
CA
55
Cetera Advisors
Colorado
$229K +$229K +3,565 New
B
56
Bailard
California
$220K -$84.2K -1,312 -28%
HI
57
Harbour Investments
Wisconsin
$172K +$41.5K +649 +32%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$140K +$117K +1,814 +521%
CFGS
59
Concourse Financial Group Securities
Alabama
$117K +$19.6K +305 +20%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$116K -$70.6K -1,101 -38%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$112K – – –
CFA
62
Carroll Financial Associates
North Carolina
$83K – – –
SWM
63
Spire Wealth Management
Virginia
$70K -$6.5K -101 -9%
APA
64
American Portfolios Advisors
New York
$66.1K +$4.81K +75 +8%
WIM
65
Westside Investment Management
California
$64.2K +$3.67K +350 +6%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$60K +$57.9K +899 +2,724%
TC
67
TAP Consulting
Missouri
$56K +$56K +869 New
SCA
68
Snowden Capital Advisors
New York
$38K +$38K +600 New
AP
69
Atwood & Palmer
Missouri
$32K – – –
Citigroup
70
Citigroup
New York
$26K – – –
William Blair & Company
71
William Blair & Company
Illinois
$23K -$32.6K -499 -59%
SBL
72
Sargent Bickham Lagudis
Colorado
$22K +$22K +350 New
GWM
73
Geneos Wealth Management
Colorado
$18K – – –
Optiver Holding
74
Optiver Holding
Netherlands
$17K – – –
ADL
75
Asset Dedication LLC
California
$16K +$16K +250 New
1 2
3
4 5