ALPS Clean Energy ETF
ACES
69 hedge funds and large institutions have $166M invested in ALPS Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
7.18% more ownership
Funds ownership: 65.58% → 72.76% (+7.2%)
5% more funds holding
Funds holding: 66 → 69 (+3)
16% less capital invested
Capital invested by funds: $197M → $166M (-$31.5M)
42% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 26
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $255K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.47M |
| 2 |
Morgan Stanley
New York
|
+$3.39M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$3.23M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.07M |
| 5 |
Jane Street
New York
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$8.9M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$1.68M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.34M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$512K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$508K |
ACES Hedge Fund Activity: Q1 2024 in Review
69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2024, worth a combined $166M — down 16% from $197M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ACES positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 26 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.47M. The largest seller was CIBC Private Wealth Group, cutting an estimated $8.9M.
- 69 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2024, up from 66 in Q4 2023.
- Funds reported $166M of ALPS Clean Energy ETF stock for Q1 2024, down 16% quarter-over-quarter.
- 11 funds opened new ALPS Clean Energy ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
- The largest ALPS Clean Energy ETF buyer in Q1 2024 was Bank of Montreal, an estimated $3.47M added.
- The largest ALPS Clean Energy ETF seller in Q1 2024 was CIBC Private Wealth Group, an estimated $8.9M sold.
Based on aggregated 13F filings for Q1 2024.