ALPS Clean Energy ETF
ACES
81 hedge funds and large institutions have $495M invested in ALPS Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
18% more capital invested
Capital invested by funds: $421M → $495M (+$74M)
4% more funds holding
Funds holding: 78 → 81 (+3)
1.61% more ownership
Funds ownership: 67.71% → 69.32% (+1.6%)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| 1 |
Millennium Management
New York
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$8.26M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$3.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.69M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.44M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$5.09M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.91M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.34M |
| 4 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$1.14M |
| 5 |
Jane Street
New York
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
76
Bourgeon Capital Management
Darien,
Connecticut
| $1K | – | – | – |
|
|
RCM
77
Raleigh Capital Management
Cary,
North Carolina
| $1K | – | – | – |
|
|
WWMSC
78
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1K | – | – | – |
|
|
BWL
79
Bogart Wealth LLC
Mclean,
Virginia
| $1K | +$1.48K | +25 | New |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| $43 | +$28.4K | +479 | +266% |
|
|
81
JP Morgan Chase
New York
| – | -$5.09M | -104,752 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$1.34M | -27,599 | Closed |
|
|
CFGS
83
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$111K | -1,867 | Closed |
|
84
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$89K | -1,824 | Closed |
|
|
CA
85
CoreCap Advisors
Southfield,
Michigan
| – | -$3K | -62 | Closed |
|
|
CI
86
CX Institutional
Auburn,
Indiana
| – | -$1K | -18 | Closed |
|
ACES Hedge Fund Activity: Q3 2022 in Review
81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2022, worth a combined $495M — up 18% from $421M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ACES positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Millennium Management, adding an estimated $13.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.09M sold.
- 81 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2022, up from 78 in Q2 2022.
- Funds reported $495M of ALPS Clean Energy ETF stock for Q3 2022, up 18% quarter-over-quarter.
- 9 funds opened new ALPS Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
- The largest ALPS Clean Energy ETF buyer in Q3 2022 was Millennium Management, an estimated $13.6M added.
- The largest ALPS Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $5.09M sold.
Based on aggregated 13F filings for Q3 2022.