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ALPS Clean Energy ETF
ACES

81 hedge funds and large institutions have $495M invested in ALPS Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $421M → $495M (+$74M)

4% more funds holding

Funds holding: 78 → 81 (+3)

1.61% more ownership

Funds ownership: 67.71% → 69.32% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$13.6M
2
Morgan Stanley
Morgan Stanley
New York
+$8.26M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$3.01M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.69M
5
Ameriprise
Ameriprise
Minnesota
+$1.44M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$5.09M
2
KAS
Kestra Advisory Services
Texas
-$3.91M
3
FTUS
Flow Traders U.S.
New York
-$1.34M
4
TFA
Tobias Financial Advisors
Florida
-$1.14M
5
Jane Street
Jane Street
New York
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$151K – – –
HNB
52
Huntington National Bank
Ohio
$120K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$115K – – –
HI
54
Harbour Investments
Wisconsin
$94K – – –
WIM
55
Westside Investment Management
California
$91.9K -$59.9K -1,010 -11%
Citigroup
56
Citigroup
New York
$50K – – –
SWM
57
Spire Wealth Management
Virginia
$44K -$6.76K -114 -13%
AF
58
Allworth Financial
California
$36K – – –
First Manhattan
59
First Manhattan
New York
$27K +$59 +1 +0.2%
IA
60
IFP Advisors
Florida
$23K +$30.7K +518 +142%
William Blair & Company
61
William Blair & Company
Illinois
$20K +$59 +1 +0.3%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$18K – – –
GWM
63
Geneos Wealth Management
Colorado
$16K – – –
APA
64
American Portfolios Advisors
New York
$15.3K -$2.13K -36 -12%
ADL
65
Asset Dedication LLC
California
$14K – – –
RIA
66
Realta Investment Advisors
Delaware
$13K +$13.7K +231 New
PPWM
67
PFG Private Wealth Management
Florida
$11K – – –
TFGT
68
TS Financial Group (TSFG)
Illinois
$10K +$10.8K +183 New
CAL
69
Capital Analysts LLC
Pennsylvania
$9K – – –
SBL
70
Sargent Bickham Lagudis
Colorado
$6K – – –
TSWM
71
Tyler-Stone Wealth Management
Ohio
$6K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
CWM
73
Castle Wealth Management
Florida
$3K +$3.08K +52 New
HIA
74
Harbor Investment Advisory
Maryland
$2K – – –
TAM
75
Tucker Asset Management
Colorado
$1.64K +$1.78K +30 New
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ACES Hedge Fund Activity: Q3 2022 in Review

81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2022, worth a combined $495M — up 18% from $421M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACES positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.09M sold.

  • 81 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $495M of ALPS Clean Energy ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2022 was Millennium Management, an estimated $13.6M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2022.