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ALPS Clean Energy ETF
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Overview Fund Activity

64 hedge funds and large institutions have $254M invested in ALPS Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$12.2M
2
TFA
2
Tobias Financial Advisors
Florida
$3.07M
3
Millennium Management
3
Millennium Management
New York
$2.15M
4
Bank of America
4
Bank of America
North Carolina
$5.71M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$779K

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$198M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.14M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$60.8K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
DS
5
Dudley & Shanley
Florida
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$8.96K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8.72K +$3.29K +90 +60%
PPWM
53
PFG Private Wealth Management
Florida
$7.31K – – –
NA
54
NewEdge Advisors
Louisiana
$7.31K – – –
TFGT
55
TS Financial Group (TSFG)
Illinois
$7K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$6.03K – – –
TSWM
57
Tyler-Stone Wealth Management
Ohio
$4K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$1.54K -$8.08K -220 -84%
FMP
60
Financial Management Professionals
Texas
$1K +$1K +25 New
RCM
61
Raleigh Capital Management
North Carolina
$824 +$36 +1 +5%
BCM
62
Bourgeon Capital Management
Connecticut
$525 – – –
AF
63
Advisornet Financial
Minnesota
$439 – – –
KFI
64
Key Financial Inc
Pennsylvania
$183 – – –
Comerica Bank
65
Comerica Bank
Texas
$37 +$37 +1 New
FTUS
66
Flow Traders U.S.
New York
– -$2.27M -50,342 Closed
IAIM
67
International Assets Investment Management
Florida
– -$1.07M -27,126 Closed
HighTower Advisors
68
HighTower Advisors
Illinois
– -$584K -12,889 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
– -$413K -9,134 Closed
LSA
70
L & S Advisors
California
– -$230K -5,087 Closed
PA
71
PFG Advisors
Arizona
– -$227K -5,035 Closed
GAA
72
Global Assets Advisory
Florida
– -$226K -5,003 Closed
SWM
73
Spire Wealth Management
Virginia
– -$27.1K -600 Closed
TWC
74
TD Waterhouse Canada
Ontario, Canada
– -$23.4K -385 Closed
VAG
75
VisionPoint Advisory Group
Texas
– -$5.33K -118 Closed
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