ALPS Clean Energy ETF
ACES
71 hedge funds and large institutions have $346M invested in ALPS Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
1.32% less ownership
Funds ownership: 68.45% → 67.13% (-1.3%)
7% less capital invested
Capital invested by funds: $372M → $346M (-$25.8M)
10% less funds holding
Funds holding: 79 → 71 (-8)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$7.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
| 3 |
JP Morgan Chase
New York
|
+$1.42M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.04M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$833K |
Top Sellers
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$55.6M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 4 |
IPW
Invictus Private Wealth
Denver,
Colorado
|
-$1.03M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$723K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$234K | -5,137 | Closed |
|
|
CAN
77
Cetera Advisor Networks
El Segundo,
California
| – | -$215K | -4,735 | Closed |
|
|
HI
78
Hudock Inc
Williamsport,
Pennsylvania
| – | -$212K | -4,661 | Closed |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$21.2K | -465 | Closed |
|
|
RIA
80
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10.5K | -231 | Closed |
|
|
CAL
81
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$8K | -169 | Closed |
|
|
HIA
82
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.71K | -38 | Closed |
|
|
TAM
83
Tucker Asset Management
Littleton,
Colorado
| – | -$1.36K | -30 | Closed |
|
|
FGAM
84
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$241 | +5 | New |
|
ACES Hedge Fund Activity: Q1 2023 in Review
71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2023, worth a combined $346M — down 6.9% from $372M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ACES and 6 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was CIBC Private Wealth Group, adding an estimated $7.9M. The largest seller was Clal Insurance, exiting entirely with an estimated $55.6M sold.
- 71 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2023, down from 79 in Q4 2022.
- Funds reported $346M of ALPS Clean Energy ETF stock for Q1 2023, down 6.9% quarter-over-quarter.
- 6 funds opened new ALPS Clean Energy ETF positions in Q1 2023 and 12 closed out, a net change of -6 holders.
- The largest ALPS Clean Energy ETF buyer in Q1 2023 was CIBC Private Wealth Group, an estimated $7.9M added.
- The largest ALPS Clean Energy ETF seller in Q1 2023 was Clal Insurance, an estimated $55.6M sold.
Based on aggregated 13F filings for Q1 2023.