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ALPS Clean Energy ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 8389 (+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)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
33
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$403M +$6.4M +89,280 +1%
CI
2
Clal Insurance
Israel
$84.1M
Morgan Stanley
3
Morgan Stanley
New York
$16.2M +$6.07M +84,687 +50%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.2M +$13.9M +194,037 +1,595%
Bank of America
5
Bank of America
North Carolina
$9.98M -$952K -13,278 -8%
LPL Financial
6
LPL Financial
California
$9.38M -$31.6K -441 -0.3%
Wells Fargo
7
Wells Fargo
California
$8.06M +$7.47M +104,203 +485%
EFL
8
ERn Financial LLC
Wisconsin
$5.4M +$1.23M +17,114 +26%
MD
9
Money Design
Japan
$5.34M +$5.96M +83,116 New
KAS
10
Kestra Advisory Services
Texas
$5.33M +$333K +4,638 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.32M -$151K -2,109 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$4.17M +$85.6K +1,194 +2%
Wealthfront Advisers
13
Wealthfront Advisers
California
$3.99M +$2.15M +29,958 +93%
Jane Street
14
Jane Street
New York
$3.74M -$701K -9,780 -14%
NWA
15
Navis Wealth Advisors
New York
$2.85M +$519K +7,234 +19%
Bessemer Group
16
Bessemer Group
New Jersey
$2.59M
PA
17
PFG Advisors
Arizona
$2.57M +$263K +3,667 +10%
Brown Advisory
18
Brown Advisory
Maryland
$1.61M
SWP
19
Stratos Wealth Partners
Ohio
$1.58M +$26K +362 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.53M +$30.4K +424 +2%
AAS
21
Avantax Advisory Services
Texas
$1.39M -$27.2K -380 -2%
SPIA
22
Steward Partners Investment Advisory
New York
$1.29M +$49K +683 +4%
KPCM
23
Kings Point Capital Management
New York
$1.24M +$685K +9,558 +97%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.21M +$1.35M +18,884 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.05M +$247K +3,449 +27%

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.