ALPS Clean Energy ETF
ACES
72 hedge funds and large institutions have $335M invested in ALPS Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1.54% more ownership
Funds ownership: 67.13% → 68.67% (+1.5%)
1% more funds holding
Funds holding: 71 → 72 (+1)
3% less capital invested
Capital invested by funds: $346M → $335M (-$10.7M)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.82M |
| 2 |
Jane Street
New York
|
+$5.11M |
| 3 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
+$2.13M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.13M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$16.1M |
| 2 |
JP Morgan Chase
New York
|
-$1.28M |
| 3 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$1.04M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$886K |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$697K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNC
76
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$208K | -4,468 | Closed |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| – | -$63.5K | -1,365 | Closed |
|
|
BAM
78
Belpointe Asset Management
Reno,
Nevada
| – | -$44.2K | -951 | Closed |
|
|
TIM
79
Tortoise Investment Management
White Plains,
New York
| – | -$36.3K | -781 | Closed |
|
80
Simplex Trading
Chicago,
Illinois
| – | -$23K | -516 | Closed |
|
ACES Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2023, worth a combined $335M — down 3.1% from $346M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ACES positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16.1M.
- 72 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2023, up from 71 in Q1 2023.
- Funds reported $335M of ALPS Clean Energy ETF stock for Q2 2023, down 3.1% quarter-over-quarter.
- 9 funds opened new ALPS Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
- The largest ALPS Clean Energy ETF buyer in Q2 2023 was Morgan Stanley, an estimated $7.82M added.
- The largest ALPS Clean Energy ETF seller in Q2 2023 was CIBC Private Wealth Group, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2023.