ALPS Clean Energy ETF
ACES
78 hedge funds and large institutions have $421M invested in ALPS Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 11 closing their positions.
2.53% less ownership
Funds ownership: 70.25% → 67.71% (-2.5%)
5% less funds holding
Funds holding: 82 → 78 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
28% less capital invested
Capital invested by funds: $584M → $421M (-$163M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.27M |
| 2 |
Millennium Management
New York
|
+$2.64M |
| 3 |
Jane Street
New York
|
+$1.5M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.45M |
| 5 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$16M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.07M |
| 3 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$4.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.01M |
| 5 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$2.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
76
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1K | +$1.05K | +20 | New |
|
77
Bank of Montreal
Toronto,
Ontario, Canada
| $9 | – | – | – |
|
|
SAM
78
Sequent Asset Management
Houston,
Texas
| – | -$696K | -10,984 | Closed |
|
|
B
79
Bailard
Foster City,
California
| – | -$308K | -4,863 | Closed |
|
|
CG
80
Colony Group
Boston,
Massachusetts
| – | -$288K | -4,556 | Closed |
|
81
Lido Advisors
Los Angeles,
California
| – | -$237K | -3,755 | Closed |
|
|
HWM
82
HB Wealth Management
Atlanta,
Georgia
| – | -$223K | -3,514 | Closed |
|
|
JCM
83
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$218K | -3,449 | Closed |
|
84
Stifel Financial
St. Louis,
Missouri
| – | -$216K | -3,416 | Closed |
|
|
BFC
85
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$25K | -396 | Closed |
|
|
TWC
86
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$15.7K | -250 | Closed |
|
87
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$13K | -200 | Closed |
|
88
Koshinski Asset Management
Decatur,
Illinois
| – | -$633 | -10 | Closed |
|
ACES Hedge Fund Activity: Q2 2022 in Review
78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2022, worth a combined $421M — down 28% from $584M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ACES and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.
The largest buyer was JP Morgan Chase, adding an estimated $5.27M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.
- 78 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2022, down from 82 in Q1 2022.
- Funds reported $421M of ALPS Clean Energy ETF stock for Q2 2022, down 28% quarter-over-quarter.
- 9 funds opened new ALPS Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -2 holders.
- The largest ALPS Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $5.27M added.
- The largest ALPS Clean Energy ETF seller in Q2 2022 was CIBC Private Wealth Group, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2022.