ALPS Clean Energy ETF
ACES
89 hedge funds and large institutions have $614M invested in ALPS Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 14 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
7% more funds holding
Funds holding: 83 → 89 (+6)
2.77% more ownership
Funds ownership: 66.94% → 69.71% (+2.8%)
2% more capital invested
Capital invested by funds: $604M → $614M (+$9.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.47M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$6.4M |
| 4 |
Morgan Stanley
New York
|
+$6.07M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$8.75M |
| 2 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$2.64M |
| 3 |
Rockefeller Capital Management
New York
|
-$1.39M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$952K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
First Manhattan
New York
| – | -$33K | -510 | Closed |
|
|
IFAM
102
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$22K | -330 | Closed |
|
|
AF
103
Allworth Financial
Folsom,
California
| – | -$19K | -293 | Closed |
|
|
CFA
104
Cahill Financial Advisors
Edina,
Minnesota
| – | -$12K | -179 | Closed |
|
|
AF
105
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -15 | Closed |
|
ACES Hedge Fund Activity: Q4 2021 in Review
89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2021, worth a combined $614M — up 1.6% from $604M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ACES positions and 14 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $13.9M. The largest seller was Millennium Management, exiting entirely with an estimated $8.75M sold.
- 89 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2021, up from 83 in Q3 2021.
- Funds reported $614M of ALPS Clean Energy ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
- 20 funds opened new ALPS Clean Energy ETF positions in Q4 2021 and 14 closed out, a net change of +6 holders.
- The largest ALPS Clean Energy ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.9M added.
- The largest ALPS Clean Energy ETF seller in Q4 2021 was Millennium Management, an estimated $8.75M sold.
Based on aggregated 13F filings for Q4 2021.