We are live on ! Find out more
ACES icon

ALPS Clean Energy ETF

72 hedge funds and large institutions have $335M invested in ALPS Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.54% more ownership

Funds ownership: 67.13%68.67% (+1.5%)

1% more funds holding

Funds holding: 7172 (+1)

3% less capital invested

Capital invested by funds: $346M → $335M (-$10.7M)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
26
Closed
8
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
$258M -$16.1M -369,186 -6%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M +$7.82M +179,164 +84%
Jane Street
3
Jane Street
New York
$6.99M +$5.11M +116,912 +310%
Bank of America
4
Bank of America
North Carolina
$5.14M -$215K -4,934 -4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$5.03M +$1.83M +41,937 +60%
DS
6
Dudley & Shanley
Florida
$4.55M +$2.13M +48,750 +94%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$4.36M +$146K +3,342 +4%
MD
8
Money Design
Japan
$4.3M -$886K -20,295 -18%
LPL Financial
9
LPL Financial
California
$2.41M -$200K -4,584 -8%
FTUS
10
Flow Traders U.S.
New York
$2.27M +$328K +7,508 +18%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$2.25M +$2.13M +48,728 +27,071%
EFL
12
ERn Financial LLC
Wisconsin
$1.76M -$162K -3,706 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.31M +$81.2K +1,859 +7%
Truist Financial
14
Truist Financial
North Carolina
$1.28M +$20.3K +466 +2%
UBS Group
15
UBS Group
Switzerland
$1.19M -$264K -6,039 -19%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.13M -$561K -12,842 -34%
IAIM
17
International Assets Investment Management
Florida
$1.07M +$1.18M +27,126 New
NWA
18
Navis Wealth Advisors
New York
$918K +$17.6K +402 +2%
Brown Advisory
19
Brown Advisory
Maryland
$894K -$79.3K -1,815 -8%
RJA
20
Raymond James & Associates
Florida
$858K +$5.68K +130 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$762K -$178K -4,066 -19%
SWP
22
Stratos Wealth Partners
Ohio
$755K +$87 +2 +0%
AAS
23
Avantax Advisory Services
Texas
$719K +$4.15K +95 +0.6%
Creative Planning
24
Creative Planning
Kansas
$705K +$317K +7,253 +87%
SPIA
25
Steward Partners Investment Advisory
New York
$666K -$131 -3 -0%

ACES Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2023, worth a combined $335M — down 3.1% from $346M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ACES positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.82M. The largest seller was CIBC Private Wealth Group, cutting an estimated $16.1M.

  • 72 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $335M of ALPS Clean Energy ETF stock for Q2 2023, down 3.1% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest ALPS Clean Energy ETF buyer in Q2 2023 was Morgan Stanley, an estimated $7.82M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2023 was CIBC Private Wealth Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.