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ALPS Clean Energy ETF
ACES

79 hedge funds and large institutions have $372M invested in ALPS Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.87% less ownership

Funds ownership: 69.32% → 68.45% (-0.87%)

2% less funds holding

Funds holding: 81 → 79 (-2)

25% less capital invested

Capital invested by funds: $495M → $372M (-$124M)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
17
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DS
Dudley & Shanley
Florida
+$2.72M
2
IAIM
International Assets Investment Management
Florida
+$2.42M
3
Jane Street
Jane Street
New York
+$1.84M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.67M
5
SEA
Stegent Equity Advisors
Texas
+$1.31M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.02M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$6.21M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.92M
5
Ameriprise
Ameriprise
Minnesota
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$1.71K +$52 +1 +3%
TAM
77
Tucker Asset Management
Colorado
$1.36K – – –
RCM
78
Raleigh Capital Management
North Carolina
$1.02K – – –
BCM
79
Bourgeon Capital Management
Connecticut
$647 – – –
AF
80
Advisornet Financial
Minnesota
$546 +$157 +3 +33%
Millennium Management
81
Millennium Management
New York
– -$15.5M -279,418 Closed
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
– -$2.92M -52,599 Closed
Ameriprise
83
Ameriprise
Minnesota
– -$1.35M -24,327 Closed
KAS
84
Kestra Advisory Services
Texas
– -$359K -6,460 Closed
AWS
85
Atria Wealth Solutions
New York
– -$354K -6,371 Closed
Lido Advisors
86
Lido Advisors
California
– -$208K -3,755 Closed
3LCM
87
3D/L Capital Management
Connecticut
– -$208K -3,742 Closed
First Manhattan
88
First Manhattan
New York
– -$27K -504 Closed
SBL
89
Sargent Bickham Lagudis
Colorado
– -$6K -116 Closed
CWM
90
Castle Wealth Management
Florida
– -$3K -52 Closed
BWL
91
Bogart Wealth LLC
Virginia
– -$1K -25 Closed
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
– -$1K -20 Closed
1 2 3
4

ACES Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2022, worth a combined $372M — down 25% from $495M a quarter earlier.

Fund positioning in ACES was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 17 added to existing stakes and 32 trimmed.

The largest buyer was Dudley & Shanley, opening a new position worth an estimated $2.72M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 79 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $372M of ALPS Clean Energy ETF stock for Q4 2022, down 25% quarter-over-quarter.
  • 12 funds opened new ALPS Clean Energy ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2022 was Dudley & Shanley, an estimated $2.72M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2022 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.