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ALPS Clean Energy ETF
ACES

25 hedge funds and large institutions have $146M invested in ALPS Clean Energy ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

56% more funds holding

Funds holding: 16 → 25 (+9)

45% more capital invested

Capital invested by funds: $100M → $146M (+$45.2M)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3.97% less ownership

Funds ownership: 73.54% → 69.57% (-4%)

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
6
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$8.39M
2
Jane Street
Jane Street
New York
+$2.87M
3
Truist Financial
Truist Financial
North Carolina
+$278K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$273K
5
SPC
Sigma Planning Corp
Michigan
+$216K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.45M
2
BCM
Brookstone Capital Management
Illinois
-$1.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$887K
4
APA
American Portfolios Advisors
New York
-$19.8K
5
SFS
Sowell Financial Services
Arkansas
-$14.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$130M +$8.39M +243,265 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.02M +$64K +1,854 +1%
Jane Street
3
Jane Street
New York
$3.25M +$2.87M +83,213 New
BCM
4
Brookstone Capital Management
Illinois
$2.99M -$1.04M -30,186 -28%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M +$273K +7,914 +41%
SWP
6
Stratos Wealth Partners
Ohio
$709K +$54.9K +1,592 +10%
Citadel Advisors
7
Citadel Advisors
Florida
$644K -$2.45M -71,085 -81%
US Bancorp
8
US Bancorp
Minnesota
$341K – – –
Truist Financial
9
Truist Financial
North Carolina
$315K +$278K +8,061 New
SPC
10
Sigma Planning Corp
Michigan
$244K +$216K +6,248 New
UBS Group
11
UBS Group
Switzerland
$235K +$207K +6,000 New
SFS
12
Sowell Financial Services
Arkansas
$149K -$14.7K -425 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$134K -$6.21K -180 -5%
APA
14
American Portfolios Advisors
New York
$76.1K -$19.8K -575 -23%
LFASL
15
Lugano Financial Advisors SA (LFA)
Switzerland
$60K +$53.8K +1,560 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$52K +$45.7K +1,325 New
CFA
17
Carroll Financial Associates
North Carolina
$50K – – –
GT
18
Glenmede Trust
Pennsylvania
$37K +$33.3K +965 New
GWM
19
Geneos Wealth Management
Colorado
$18K +$69 +2 +0.4%
Bank of America
20
Bank of America
North Carolina
$18K +$5.55K +161 +55%
CAN
21
Cetera Advisor Networks
California
$8K +$7.18K +208 New
FA
22
Fortis Advisors
Pennsylvania
$7K – – –
LFG
23
LifePlan Financial Group
Ohio
$3K -$449 -13 -15%
Morgan Stanley
24
Morgan Stanley
New York
$1K +$1.1K +32 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– -$887K -30,882 Closed
1
2

ACES Hedge Fund Activity: Q2 2020 in Review

25 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2020, worth a combined $146M — up 45% from $100M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ACES positions and 1 closed out — a net gain of 9 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $8.39M. The largest seller was Citadel Advisors, cutting an estimated $2.45M.

  • 25 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $146M of ALPS Clean Energy ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 10 funds opened new ALPS Clean Energy ETF positions in Q2 2020 and 1 closed out, a net change of +9 holders.
  • The largest ALPS Clean Energy ETF buyer in Q2 2020 was CIBC Private Wealth Group, an estimated $8.39M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2020 was Citadel Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2020.