ACES icon

ALPS Clean Energy ETF
ACES

Overview Fund Activity

92 hedge funds and large institutions have $682M invested in ALPS Clean Energy ETF in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+25
Holders Change %
+37.31%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
36
Increased
38
Reduced
10
Closed
10
Calls
$428K
Puts
$209K
Net Calls
+$219K
Net Calls Change
+$435K

Top Buyers

1
CI
1
Clal Insurance
Israel
$134M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$448M
3
Bank of America
3
Bank of America
North Carolina
$7.27M
4
LPL Financial
4
LPL Financial
California
$10M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.33M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.1M
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Jane Street
4
Jane Street
New York
$1.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$749K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$46K +$46K +592 New
AIC
77
Ameritas Investment Company
Nebraska
$42.9K +$42.9K +550 New
Simplex Trading
78
Simplex Trading
Illinois
$42K -$534K -6,995 -93%
TWM
79
Tradition Wealth Management
Minnesota
$39K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$27K +$27K +348 New
AF
81
Allworth Financial
California
$23K – – –
HFS
82
Hantz Financial Services
Michigan
$12K -$24K -300 -67%
SPIA
83
Steward Partners Investment Advisory
New York
$11.7K +$11.7K +150 New
GAM
84
Grandview Asset Management
Pennsylvania
$9K +$9K +112 New
PVH
85
Psagot Value Holdings
Israel
$8K +$8K +103 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$5K +$678 +8 +16%
RWB
87
RMR Wealth Builders
New Jersey
$4K +$4K +54 New
HIA
88
Harbor Investment Advisory
Maryland
$3K +$636 +7 +27%
TCM
89
TD Capital Management
Tennessee
$3K +$3K +33 New
CFGS
90
Concourse Financial Group Securities
Alabama
$2K +$2K +21 New
AF
91
Advisornet Financial
Minnesota
$1K – – –
BCM
92
Bourgeon Capital Management
Connecticut
$1K +$786 +11 +367%
BBHC
93
Brown Brothers Harriman & Co
New York
$414 +$414 +5,300 New
BCM
94
Brookstone Capital Management
Illinois
– -$7.26M -90,597 Closed
FI
95
FormulaFolio Investments
Michigan
– -$7.17M -89,482 Closed
SAS
96
Stelac Advisory Services
New York
– -$1.37M -17,087 Closed
UBS Group
97
UBS Group
Switzerland
– -$481K -6,000 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$380K -4,736 Closed
CCFM
99
Clear Creek Financial Management
Washington
– -$271K -3,390 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
– -$218K -2,731 Closed
1 2 3
4
5