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ALPS Clean Energy ETF
ACES

89 hedge funds and large institutions have $614M invested in ALPS Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

7% more funds holding

Funds holding: 83 → 89 (+6)

2.77% more ownership

Funds ownership: 66.94% → 69.71% (+2.8%)

2% more capital invested

Capital invested by funds: $604M → $614M (+$9.74M)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.9M
2
Wells Fargo
Wells Fargo
California
+$7.47M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.4M
4
Morgan Stanley
Morgan Stanley
New York
+$6.07M
5
MD
Money Design
Japan
+$5.96M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$8.75M
2
MAG
MRA Advisory Group
New Jersey
-$2.64M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.39M
4
FTUS
Flow Traders U.S.
New York
-$1.15M
5
Bank of America
Bank of America
North Carolina
-$952K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
76
Asset Dedication LLC
California
$16K +$17.9K +250 New
PPWM
77
PFG Private Wealth Management
Florida
$13K – – –
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$13K +$14.3K +200 New
TSWM
79
Tyler-Stone Wealth Management
Ohio
$13K +$14.3K +200 New
CG
80
Cutler Group
California
$6K +$7.17K +100 New
Simplex Trading
81
Simplex Trading
Illinois
$5K +$5.81K +81 New
CA
82
CoreCap Advisors
Michigan
$4K +$4.45K +62 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.58K +50 New
TCM
84
TD Capital Management
Tennessee
$2K – – –
SFM
85
Signet Financial Management
New Jersey
$2K +$2.51K +35 New
BCM
86
Bourgeon Capital Management
Connecticut
$1K – – –
WWMSC
87
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
HIA
88
Harbor Investment Advisory
Maryland
$1K +$72 +1 +5%
CCM
89
Covington Capital Management
California
$1K +$717 +10 New
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$642 – – –
BBHC
91
Brown Brothers Harriman & Co
New York
$340 – – –
Millennium Management
92
Millennium Management
New York
– -$8.75M -132,349 Closed
MAG
93
MRA Advisory Group
New Jersey
– -$2.64M -39,976 Closed
AIFAIM
94
American Institute for Advanced Investment Management
Arizona
– -$921K -13,927 Closed
VF
95
Virtu Financial
New York
– -$534K -8,081 Closed
CG
96
Colony Group
Massachusetts
– -$280K -4,236 Closed
Lido Advisors
97
Lido Advisors
California
– -$239K -3,621 Closed
BOS
98
Bingham Osborn & Scarborough
California
– -$226K -3,410 Closed
GRP
99
Global Retirement Partners
California
– -$191K -2,892 Closed
AWA
100
Arkadios Wealth Advisors
Georgia
– -$90K -1,365 Closed
1 2 3
4
5

ACES Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2021, worth a combined $614M — up 1.6% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACES positions and 14 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.9M. The largest seller was Millennium Management, exiting entirely with an estimated $8.75M sold.

  • 89 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2021, up from 83 in Q3 2021.
  • Funds reported $614M of ALPS Clean Energy ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 20 funds opened new ALPS Clean Energy ETF positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.9M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2021 was Millennium Management, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2021.