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ALPS Clean Energy ETF

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

1.15% less ownership

Funds ownership: 68.67%67.52% (-1.1%)

11% less funds holding

Funds holding: 7264 (-8)

24% less capital invested

Capital invested by funds: $335M → $254M (-$80.6M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$8.96K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8.72K +$3.88K +90 +60%
NA
53
NewEdge Advisors
Louisiana
$7.31K
PPWM
54
PFG Private Wealth Management
Florida
$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
JP Morgan Chase
59
JP Morgan Chase
New York
$1.54K -$9.48K -220 -84%
FMP
60
Financial Management Professionals
Texas
$1K +$1.08K +25 New
RCM
61
Raleigh Capital Management
North Carolina
$824 +$43 +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 +$43 +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

ACES Hedge Fund Activity: Q3 2023 in Review

64 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2023, worth a combined $254M — down 24% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ACES and 6 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $7.72M. The largest seller was CIBC Private Wealth Group, cutting an estimated $13.1M.

  • 64 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $254M of ALPS Clean Energy ETF stock for Q3 2023, down 24% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q3 2023 and 14 closed out, a net change of -8 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2023 was Jane Street, an estimated $7.72M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2023 was CIBC Private Wealth Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2023.