We are live on ! Find out more
ACES icon

ALPS Clean Energy ETF

82 hedge funds and large institutions have $584M invested in ALPS Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 69.71%70.25% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $614M → $584M (-$30.4M)

8% less funds holding

Funds holding: 8982 (-7)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
25
Reduced
28
Closed
22
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
$399M +$615K +10,905 +0.2%
CI
2
Clal Insurance
Israel
$83M
Morgan Stanley
3
Morgan Stanley
New York
$12.4M -$3.23M -57,240 -23%
Wells Fargo
4
Wells Fargo
California
$9.15M +$1.06M +18,805 +15%
Bank of America
5
Bank of America
North Carolina
$7.51M -$2.09M -37,004 -24%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.37M +$5.67M +100,620 New
MD
7
Money Design
Japan
$6.32M +$940K +16,666 +20%
EFL
8
ERn Financial LLC
Wisconsin
$6.17M +$751K +13,313 +16%
LPL Financial
9
LPL Financial
California
$5.14M -$3.67M -65,106 -45%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.05M +$831K +14,743 +23%
KAS
11
Kestra Advisory Services
Texas
$4.89M -$327K -5,802 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.73M +$416K +7,375 +11%
PA
13
PFG Advisors
Arizona
$2.72M +$165K +2,927 +7%
NWA
14
Navis Wealth Advisors
New York
$2.48M -$298K -5,276 -12%
Wealthfront Advisers
15
Wealthfront Advisers
California
$1.92M -$1.8M -31,933 -51%
Brown Advisory
16
Brown Advisory
Maryland
$1.56M -$18.3K -325 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.48M -$10.3M -182,802 -89%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.46M +$232K +4,110 +22%
SWP
19
Stratos Wealth Partners
Ohio
$1.45M -$101K -1,793 -7%
SPIA
20
Steward Partners Investment Advisory
New York
$1.34M +$65.7K +1,165 +6%
KPCM
21
Kings Point Capital Management
New York
$1.24M +$11.1K +197 +1%
AAS
22
Avantax Advisory Services
Texas
$1.24M -$126K -2,234 -10%
Truist Financial
23
Truist Financial
North Carolina
$1.22M +$177K +3,136 +19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$995K -$464K -8,230 -34%
RJA
25
Raymond James & Associates
Florida
$958K +$42K +745 +5%

ACES Hedge Fund Activity: Q1 2022 in Review

82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2022, worth a combined $584M — down 5% from $614M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ACES and 18 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 25 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.67M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.3M.

  • 82 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2022, down from 89 in Q4 2021.
  • Funds reported $584M of ALPS Clean Energy ETF stock for Q1 2022, down 5% quarter-over-quarter.
  • 18 funds opened new ALPS Clean Energy ETF positions in Q1 2022 and 22 closed out, a net change of -4 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $5.67M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.