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ALPS Clean Energy ETF

72 hedge funds and large institutions have $335M invested in ALPS Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.54% more ownership

Funds ownership: 67.13%68.67% (+1.5%)

1% more funds holding

Funds holding: 7172 (+1)

3% less capital invested

Capital invested by funds: $346M → $335M (-$10.7M)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$23.4K
TWC
52
TD Waterhouse Canada
Ontario, Canada
$23.4K +$16.8K +385 New
William Blair & Company
53
William Blair & Company
Illinois
$20.2K +$3.97K +91 +26%
WIM
54
Westside Investment Management
California
$18.1K -$360K -8,245 -95%
JP Morgan Chase
55
JP Morgan Chase
New York
$11.8K -$1.28M -29,329 -99%
GWM
56
Geneos Wealth Management
Colorado
$11.1K
ADL
57
Asset Dedication LLC
California
$11K
NA
58
NewEdge Advisors
Louisiana
$9.04K -$1.97K -45 -18%
PPWM
59
PFG Private Wealth Management
Florida
$9.04K
TFGT
60
TS Financial Group (TSFG)
Illinois
$8K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$7.46K +$7.21K +165 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$6.71K +$1.62K +37 +33%
VAG
63
VisionPoint Advisory Group
Texas
$5.33K +$5.15K +118 New
TSWM
64
Tyler-Stone Wealth Management
Ohio
$5K +$4.37K +100 New
IA
65
IFP Advisors
Florida
$4.59K
WP
66
WealthPLAN Partners
Nebraska
$2.21K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$1.04K +$1K +23 New
RCM
69
Raleigh Capital Management
North Carolina
$1.01K
BCM
70
Bourgeon Capital Management
Connecticut
$646
AF
71
Advisornet Financial
Minnesota
$542
APC
72
Aspire Private Capital
North Carolina
$316 +$306 +7 New
KFI
73
Key Financial Inc
Pennsylvania
$226
SEA
74
Stegent Equity Advisors
Texas
-$1.04M -22,299 Closed
BCMIO
75
Beacon Capital Management Inc (Ohio)
Ohio
-$697K -15,000 Closed

ACES Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2023, worth a combined $335M — down 3.1% from $346M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACES positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16.1M.

  • 72 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $335M of ALPS Clean Energy ETF stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest ALPS Clean Energy ETF buyer in Q2 2023 was Morgan Stanley, an estimated $7.82M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2023 was CIBC Private Wealth Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.