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ALPS Clean Energy ETF

71 hedge funds and large institutions have $346M invested in ALPS Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

1.32% less ownership

Funds ownership: 68.45%67.13% (-1.3%)

7% less capital invested

Capital invested by funds: $372M → $346M (-$25.8M)

10% less funds holding

Funds holding: 7971 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
51
Tortoise Investment Management
New York
$36.3K +$37.7K +781 New
AF
52
Allworth Financial
California
$34.9K +$4.83K +100 +15%
SWM
53
Spire Wealth Management
Virginia
$29.4K +$1.69K +35 +6%
Simplex Trading
54
Simplex Trading
Illinois
$23K +$24.9K +516 New
GRP
55
Global Retirement Partners
California
$21.2K -$86.3K -1,786 -77%
William Blair & Company
56
William Blair & Company
Illinois
$16.5K +$48 +1 +0.3%
ADL
57
Asset Dedication LLC
California
$12K
NA
58
NewEdge Advisors
Louisiana
$11.4K -$461K -9,554 -97%
GWM
59
Geneos Wealth Management
Colorado
$11.4K -$2.42K -50 -17%
PPWM
60
PFG Private Wealth Management
Florida
$9.3K
TFGT
61
TS Financial Group (TSFG)
Illinois
$9K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$8.68K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$5.22K -$773 -16 -13%
IA
64
IFP Advisors
Florida
$2.56K -$7.92K -164 -62%
WP
65
WealthPLAN Partners
Nebraska
$2.28K +$2.37K +49 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$2K
RCM
67
Raleigh Capital Management
North Carolina
$1.04K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$729 +$160K +3,320 +27%
BCM
69
Bourgeon Capital Management
Connecticut
$663
AF
70
Advisornet Financial
Minnesota
$558
KFI
71
Key Financial Inc
Pennsylvania
$232 +$241 +5 New
CI
72
Clal Insurance
Israel
-$55.6M -1,222,850 Closed
IAIM
73
International Assets Investment Management
Florida
-$1.77M -46,317 Closed
Citadel Advisors
74
Citadel Advisors
Florida
-$1.45M -31,961 Closed
IPW
75
Invictus Private Wealth
Colorado
-$1.03M -22,617 Closed

ACES Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2023, worth a combined $346M — down 6.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ACES and 6 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.9M. The largest seller was Clal Insurance, exiting entirely with an estimated $55.6M sold.

  • 71 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2023, down from 79 in Q4 2022.
  • Funds reported $346M of ALPS Clean Energy ETF stock for Q1 2023, down 6.9% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q1 2023 and 12 closed out, a net change of -6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2023 was CIBC Private Wealth Group, an estimated $7.9M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2023 was Clal Insurance, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2023.