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ALPS Clean Energy ETF

78 hedge funds and large institutions have $421M invested in ALPS Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% less ownership

Funds ownership: 70.25%67.71% (-2.5%)

5% less funds holding

Funds holding: 8278 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

28% less capital invested

Capital invested by funds: $584M → $421M (-$163M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$94K +$101K +1,926 New
CFGS
52
Concourse Financial Group Securities
Alabama
$91K +$11.7K +224 +14%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$89K -$105 -2 -0.1%
WIM
54
Westside Investment Management
California
$87.7K +$10.5K +200 +2%
UIA
55
Ulland Investment Advisors
Minnesota
$63K
Citigroup
56
Citigroup
New York
$44K
SWM
57
Spire Wealth Management
Virginia
$44K +$157 +3 +0.3%
AF
58
Allworth Financial
California
$32K +$34K +650 New
First Manhattan
59
First Manhattan
New York
$24K +$26.3K +503 New
William Blair & Company
60
William Blair & Company
Illinois
$17K +$52 +1 +0.3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$16K -$2.51K -48 -13%
APA
62
American Portfolios Advisors
New York
$15.1K -$7.8K -149 -32%
GWM
63
Geneos Wealth Management
Colorado
$14K
ADL
64
Asset Dedication LLC
California
$12K
IA
65
IFP Advisors
Florida
$10K
PPWM
66
PFG Private Wealth Management
Florida
$10K
CAL
67
Capital Analysts LLC
Pennsylvania
$8K
SBL
68
Sargent Bickham Lagudis
Colorado
$6K -$12.3K -234 -67%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$5K
CA
70
CoreCap Advisors
Michigan
$3K +$3.25K +62 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2K
HIA
72
Harbor Investment Advisory
Maryland
$2K +$105 +2 +6%
BCM
73
Bourgeon Capital Management
Connecticut
$1K
RCM
74
Raleigh Capital Management
North Carolina
$1K
CI
75
CX Institutional
Indiana
$1K +$943 +18 New

ACES Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2022, worth a combined $421M — down 28% from $584M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ACES and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.27M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.

  • 78 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2022, down from 82 in Q1 2022.
  • Funds reported $421M of ALPS Clean Energy ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest ALPS Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $5.27M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2022 was CIBC Private Wealth Group, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.