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ALPS Clean Energy ETF

79 hedge funds and large institutions have $372M invested in ALPS Clean Energy ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.87% less ownership

Funds ownership: 69.32%68.45% (-0.87%)

2% less funds holding

Funds holding: 8179 (-2)

25% less capital invested

Capital invested by funds: $495M → $372M (-$124M)

47% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
32
Closed
12
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
$252M -$6.21M -118,601 -2%
CI
2
Clal Insurance
Israel
$55.6M
Morgan Stanley
3
Morgan Stanley
New York
$9.06M -$7.02M -134,202 -40%
MD
4
Money Design
Japan
$5.93M +$1.05M +20,122 +18%
Bank of America
5
Bank of America
North Carolina
$5.36M +$708K +13,518 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.06M +$71.4K +1,364 +2%
LPL Financial
7
LPL Financial
California
$2.65M -$305K -5,824 -9%
Wealthfront Advisers
8
Wealthfront Advisers
California
$2.37M +$17.4K +333 +0.6%
DS
9
Dudley & Shanley
Florida
$2.37M +$2.72M +52,050 New
Jane Street
10
Jane Street
New York
$2.23M +$1.84M +35,240 +258%
EFL
11
ERn Financial LLC
Wisconsin
$1.98M -$62.6K -1,196 -3%
IAIM
12
International Assets Investment Management
Florida
$1.77M +$2.42M +46,317 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.45M +$1.67M +31,961 New
UBS Group
14
UBS Group
Switzerland
$1.45M -$181K -3,458 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.16M -$18.7K -358 -1%
SEA
16
Stegent Equity Advisors
Texas
$1.14M +$1.31M +25,019 New
Truist Financial
17
Truist Financial
North Carolina
$1.13M +$171K +3,274 +15%
NWA
18
Navis Wealth Advisors
New York
$1.05M -$748K -14,299 -38%
Brown Advisory
19
Brown Advisory
Maryland
$1.03M
IPW
20
Invictus Private Wealth
Colorado
$1.03M +$1.18M +22,617 New
HighTower Advisors
21
HighTower Advisors
Illinois
$998K -$2.3K -44 -0.2%
FTUS
22
Flow Traders U.S.
New York
$968K +$1.11M +21,269 New
CG
23
Colony Group
Massachusetts
$926K +$806K +15,393 +310%
TFA
24
Tobias Financial Advisors
Florida
$866K +$229K +4,382 +30%
RJA
25
Raymond James & Associates
Florida
$860K +$11.3K +215 +1%

ACES Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q4 2022, worth a combined $372M — down 25% from $495M a quarter earlier.

Fund positioning in ACES was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 17 added to existing stakes and 32 trimmed.

The largest buyer was Dudley & Shanley, opening a new position worth an estimated $2.72M. The largest seller was Millennium Management, exiting entirely with an estimated $15.5M sold.

  • 79 institutional investors held ALPS Clean Energy ETF (ACES) as of Q4 2022, down from 81 in Q3 2022.
  • Funds reported $372M of ALPS Clean Energy ETF stock for Q4 2022, down 25% quarter-over-quarter.
  • 12 funds opened new ALPS Clean Energy ETF positions in Q4 2022 and 12 closed out, a net change of 0 holders.
  • The largest ALPS Clean Energy ETF buyer in Q4 2022 was Dudley & Shanley, an estimated $2.72M added.
  • The largest ALPS Clean Energy ETF seller in Q4 2022 was Millennium Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.