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ALPS Clean Energy ETF
ACES

78 hedge funds and large institutions have $421M invested in ALPS Clean Energy ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% less ownership

Funds ownership: 70.25% → 67.71% (-2.5%)

5% less funds holding

Funds holding: 82 → 78 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

28% less capital invested

Capital invested by funds: $584M → $421M (-$163M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
22
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$5.27M
2
Millennium Management
Millennium Management
New York
+$2.64M
3
Jane Street
Jane Street
New York
+$1.5M
4
FTUS
Flow Traders U.S.
New York
+$1.45M
5
TFA
Tobias Financial Advisors
Florida
+$1.16M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$16M
2
Wells Fargo
Wells Fargo
California
-$7.07M
3
CI
Clal Insurance
Israel
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.01M
5
EFL
ERn Financial LLC
Wisconsin
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$291M -$16M -306,081 -5%
CI
2
Clal Insurance
Israel
$59.5M -$4.61M -88,000 -7%
Morgan Stanley
3
Morgan Stanley
New York
$9.43M -$90.6K -1,729 -0.9%
Bank of America
4
Bank of America
North Carolina
$5.78M +$13K +248 +0.2%
MD
5
Money Design
Japan
$5.75M +$968K +18,474 +19%
JP Morgan Chase
6
JP Morgan Chase
New York
$5.09M +$5.27M +100,664 +2,462%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$484K +9,244 +12%
KAS
8
Kestra Advisory Services
Texas
$3.52M -$251K -4,797 -6%
LPL Financial
9
LPL Financial
California
$3.23M -$775K -14,793 -18%
Millennium Management
10
Millennium Management
New York
$2.45M +$2.64M +50,360 New
Wealthfront Advisers
11
Wealthfront Advisers
California
$2.43M +$1.03M +19,756 +65%
EFL
12
ERn Financial LLC
Wisconsin
$2.21M -$2.72M -51,927 -53%
NWA
13
Navis Wealth Advisors
New York
$1.78M -$138K -2,638 -7%
TFA
14
Tobias Financial Advisors
Florida
$1.65M +$1.16M +22,131 +189%
Jane Street
15
Jane Street
New York
$1.39M +$1.5M +28,646 New
FTUS
16
Flow Traders U.S.
New York
$1.34M +$1.45M +27,599 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.21M -$2.62M -49,923 -67%
Brown Advisory
18
Brown Advisory
Maryland
$1.19M -$10.3K -197 -0.8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.17M -$4.01M -76,470 -76%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.12M +$1.15K +22 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.06M +$325K +6,208 +40%
Truist Financial
22
Truist Financial
North Carolina
$1.04M +$116K +2,221 +12%
SWP
23
Stratos Wealth Partners
Ohio
$1.03M -$83.3K -1,590 -7%
AAS
24
Avantax Advisory Services
Texas
$952K +$4.82K +92 +0.5%
UBS Group
25
UBS Group
Switzerland
$921K +$345K +6,592 +53%
1
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ACES Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2022, worth a combined $421M — down 28% from $584M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ACES and 9 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.27M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16M.

  • 78 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2022, down from 82 in Q1 2022.
  • Funds reported $421M of ALPS Clean Energy ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest ALPS Clean Energy ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $5.27M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2022 was CIBC Private Wealth Group, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.