ACES icon

ALPS Clean Energy ETF
ACES

Overview Fund Activity

66 hedge funds and large institutions have $197M invested in ALPS Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
16
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.48M
4
Jane Street
4
Jane Street
New York
$13.4M
5
FTUS
5
Flow Traders U.S.
New York
$1.34M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$141M
2
Bank of America
2
Bank of America
North Carolina
$1.96M
3
TFA
3
Tobias Financial Advisors
Florida
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
DS
5
Dudley & Shanley
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$8.8K – – –
CW
52
Cooksen Wealth
Texas
$8.01K +$8.01K +223 New
MM
53
Main Management
California
$8K +$8K +230 New
NA
54
NewEdge Advisors
Louisiana
$7.18K – – –
PPWM
55
PFG Private Wealth Management
Florida
$7.18K – – –
TFGT
56
TS Financial Group (TSFG)
Illinois
$7K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$5.92K – – –
VAG
58
VisionPoint Advisory Group
Texas
$5.6K +$5.6K +156 New
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$2.26K +$754 +21 +50%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AF
61
Advisornet Financial
Minnesota
$1.98K +$1.54K +43 +358%
PS
62
Principal Securities
Iowa
$1.04K +$1.04K +29 New
FMP
63
Financial Management Professionals
Texas
$1K – – –
BCM
64
Bourgeon Capital Management
Connecticut
$518 – – –
KFI
65
Key Financial Inc
Pennsylvania
$180 – – –
ASN
66
Advisory Services Network
Georgia
$84 +$84 +2 New
Comerica Bank
67
Comerica Bank
Texas
$36 – – –
TFA
68
Tobias Financial Advisors
Florida
– -$3.07M -83,961 Closed
Millennium Management
69
Millennium Management
New York
– -$2.15M -58,751 Closed
DS
70
Dudley & Shanley
Florida
– -$1.97M -53,986 Closed
EFL
71
ERn Financial LLC
Wisconsin
– -$688K -18,811 Closed
GS
72
GTS Securities
New York
– -$468K -12,808 Closed
Walleye Capital
73
Walleye Capital
New York
– -$220K -6,018 Closed
DADC
74
D.A. Davidson & Co
Montana
– -$215K -5,870 Closed
UIA
75
Ulland Investment Advisors
Minnesota
– -$66K -1,795 Closed
1 2
3
4