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ALPS Clean Energy ETF

79 hedge funds and large institutions have $372M invested in ALPS Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.87% less ownership

Funds ownership: 69.32%68.45% (-0.87%)

2% less funds holding

Funds holding: 8179 (-2)

25% less capital invested

Capital invested by funds: $495M → $372M (-$124M)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$105K -$24.3K -464 -17%
HNB
52
Huntington National Bank
Ohio
$98.5K
CFGS
53
Concourse Financial Group Securities
Alabama
$92.2K +$106K +2,027 New
HI
54
Harbour Investments
Wisconsin
$90.6K +$3.4K +65 +3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$90.3K -$5.23K -100 -5%
WIM
56
Westside Investment Management
California
$75.4K +$5.23K +100 +1%
Citigroup
57
Citigroup
New York
$40.9K
BAM
58
Belpointe Asset Management
Nevada
$36.9K +$42.5K +812 New
AF
59
Allworth Financial
California
$29.6K
SWM
60
Spire Wealth Management
Virginia
$27K -$10.1K -193 -24%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$21.2K -$358K -6,845 -94%
William Blair & Company
62
William Blair & Company
Illinois
$16.2K +$52 +1 +0.3%
GWM
63
Geneos Wealth Management
Colorado
$13.4K
ADL
64
Asset Dedication LLC
California
$11K
RIA
65
Realta Investment Advisors
Delaware
$10.5K
IA
66
IFP Advisors
Florida
$9K -$32.3K -617 -70%
PPWM
67
PFG Private Wealth Management
Florida
$9K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$8.36K -$25.1K -479 -73%
CAL
69
Capital Analysts LLC
Pennsylvania
$8K
TFGT
70
TS Financial Group (TSFG)
Illinois
$8K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$5.8K -$10.8K -206 -62%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$5K
JP Morgan Chase
73
JP Morgan Chase
New York
$5K +$4.55K +87 New
CA
74
CoreCap Advisors
Michigan
$2.82K +$3.25K +62 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K

ACES Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2022, worth a combined $372M — down 25% from $495M a quarter earlier.

Fund positioning in ACES was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 17 added to existing stakes and 32 trimmed.

The largest buyer was Dudley & Shanley, opening a new position worth an estimated $2.72M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 79 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $372M of ALPS Clean Energy ETF stock for Q4 2022, down 25% quarter-over-quarter.
  • 12 funds opened new ALPS Clean Energy ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2022 was Dudley & Shanley, an estimated $2.72M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2022 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.