ALPS Clean Energy ETF
ACES
66 hedge funds and large institutions have $197M invested in ALPS Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
3% more funds holding
Funds holding: 64 → 66 (+2)
1.95% less ownership
Funds ownership: 67.52% → 65.58% (-1.9%)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
22% less capital invested
Capital invested by funds: $254M → $197M (-$57.1M)
Top Buyers
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.3M |
| 2 |
Morgan Stanley
New York
|
+$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 4 |
Jane Street
New York
|
+$1.3M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.21M |
Top Sellers
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.3M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$3.07M |
| 4 |
Millennium Management
New York
|
-$2.15M |
| 5 |
DS
Dudley & Shanley
Palm Beach,
Florida
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$60.8K | -1,207 | Closed |
|
77
William Blair & Company
Chicago,
Illinois
| – | -$13.1K | -358 | Closed |
|
|
TSWM
78
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$4K | -100 | Closed |
|
|
RCM
79
Raleigh Capital Management
Cary,
North Carolina
| – | -$824 | -23 | Closed |
|
ACES Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2023, worth a combined $197M — down 22% from $254M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ACES positions and 12 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $4.3M. The largest seller was CIBC Private Wealth Group, cutting an estimated $48M.
- 66 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2023, up from 64 in Q3 2023.
- Funds reported $197M of ALPS Clean Energy ETF stock for Q4 2023, down 22% quarter-over-quarter.
- 15 funds opened new ALPS Clean Energy ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
- The largest ALPS Clean Energy ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $4.3M added.
- The largest ALPS Clean Energy ETF seller in Q4 2023 was CIBC Private Wealth Group, an estimated $48M sold.
Based on aggregated 13F filings for Q4 2023.