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ALPS Clean Energy ETF

81 hedge funds and large institutions have $495M invested in ALPS Clean Energy ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $421M → $495M (+$74M)

4% more funds holding

Funds holding: 7881 (+3)

1.61% more ownership

Funds ownership: 67.71%69.32% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
25
Closed
6
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
$335M +$3.01M +50,807 +0.8%
CI
2
Clal Insurance
Israel
$67.9M
Morgan Stanley
3
Morgan Stanley
New York
$18.5M +$8.26M +139,383 +72%
Millennium Management
4
Millennium Management
New York
$15.5M +$13.6M +229,058 +455%
MD
5
Money Design
Japan
$6.12M -$469K -7,916 -7%
Bank of America
6
Bank of America
North Carolina
$5.79M -$859K -14,484 -12%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$4.88M -$60.5K -1,021 -1%
LPL Financial
8
LPL Financial
California
$3.55M -$138K -2,332 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.92M +$1.69M +28,449 +118%
Wealthfront Advisers
10
Wealthfront Advisers
California
$2.88M +$106K +1,785 +4%
EFL
11
ERn Financial LLC
Wisconsin
$2.48M -$46.4K -782 -2%
NWA
12
Navis Wealth Advisors
New York
$2.08M +$48.2K +813 +2%
UBS Group
13
UBS Group
Switzerland
$1.96M +$972K +16,397 +87%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.44M +$60.4K +1,019 +4%
Ameriprise
15
Ameriprise
Minnesota
$1.35M +$1.44M +24,327 New
Brown Advisory
16
Brown Advisory
Maryland
$1.26M -$108K -1,817 -7%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.21M -$64.3K -1,084 -5%
Truist Financial
18
Truist Financial
North Carolina
$1.19M +$2.79K +47 +0.2%
SWP
19
Stratos Wealth Partners
Ohio
$1.09M -$88.5K -1,493 -7%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.07M +$450K +7,588 +64%
AAS
21
Avantax Advisory Services
Texas
$1.07M -$15.9K -269 -1%
RJA
22
Raymond James & Associates
Florida
$1.04M +$186K +3,142 +20%
BCMIO
23
Beacon Capital Management Inc (Ohio)
Ohio
$833K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$831K -$411K -6,930 -32%
TFA
25
Tobias Financial Advisors
Florida
$814K -$1.14M -19,203 -57%

ACES Hedge Fund Activity: Q3 2022 in Review

81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2022, worth a combined $495M — up 18% from $421M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACES positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.09M sold.

  • 81 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $495M of ALPS Clean Energy ETF stock for Q3 2022, up 18% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2022 was Millennium Management, an estimated $13.6M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2022 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2022.