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ALPS Clean Energy ETF

71 hedge funds and large institutions have $346M invested in ALPS Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

1.32% less ownership

Funds ownership: 68.45%67.13% (-1.3%)

7% less capital invested

Capital invested by funds: $372M → $346M (-$25.8M)

10% less funds holding

Funds holding: 7971 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
27
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
$283M +$7.9M +163,676 +3%
Morgan Stanley
2
Morgan Stanley
New York
$9.93M +$692K +14,328 +7%
Bank of America
3
Bank of America
North Carolina
$5.51M +$32.6K +676 +0.6%
MD
4
Money Design
Japan
$5.37M -$723K -14,969 -11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$185K +3,822 +4%
Wealthfront Advisers
6
Wealthfront Advisers
California
$3.23M +$833K +17,258 +33%
LPL Financial
7
LPL Financial
California
$2.69M -$16.7K -345 -0.6%
DS
8
Dudley & Shanley
Florida
$2.42M
FTUS
9
Flow Traders U.S.
New York
$1.99M +$1.04M +21,565 +101%
EFL
10
ERn Financial LLC
Wisconsin
$1.99M -$40.9K -846 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.76M +$1.83M +37,849 New
Jane Street
12
Jane Street
New York
$1.75M -$540K -11,180 -23%
UBS Group
13
UBS Group
Switzerland
$1.51M +$26K +539 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.38M +$1.42M +29,504 +33,913%
Truist Financial
15
Truist Financial
North Carolina
$1.3M +$151K +3,129 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.26M +$77.4K +1,603 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.04M +$21.7K +450 +2%
SEA
18
Stegent Equity Advisors
Texas
$1.04M -$131K -2,720 -11%
Brown Advisory
19
Brown Advisory
Maryland
$1M -$53.7K -1,112 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$973K +$422K +8,737 +72%
NWA
21
Navis Wealth Advisors
New York
$926K -$154K -3,180 -14%
RJA
22
Raymond James & Associates
Florida
$877K -$2.42K -50 -0.3%
SWP
23
Stratos Wealth Partners
Ohio
$777K -$88.9K -1,840 -10%
AAS
24
Avantax Advisory Services
Texas
$735K -$28.6K -593 -4%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$697K

ACES Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2023, worth a combined $346M — down 6.9% from $372M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ACES and 6 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $7.9M. The largest seller was Clal Insurance, exiting entirely with an estimated $55.6M sold.

  • 71 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2023, down from 79 in Q4 2022.
  • Funds reported $346M of ALPS Clean Energy ETF stock for Q1 2023, down 6.9% quarter-over-quarter.
  • 6 funds opened new ALPS Clean Energy ETF positions in Q1 2023 and 12 closed out, a net change of -6 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2023 was CIBC Private Wealth Group, an estimated $7.9M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2023 was Clal Insurance, an estimated $55.6M sold.

Based on aggregated 13F filings for Q1 2023.