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ALPS Clean Energy ETF

69 hedge funds and large institutions have $166M invested in ALPS Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

7.18% more ownership

Funds ownership: 65.58%72.76% (+7.2%)

5% more funds holding

Funds holding: 6669 (+3)

16% less capital invested

Capital invested by funds: $197M → $166M (-$31.5M)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
26
Closed
8
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$107M -$8.9M -294,987 -7%
Jane Street
2
Jane Street
New York
$12.9M +$1.83M +60,505 +16%
Morgan Stanley
3
Morgan Stanley
New York
$10.5M +$3.39M +112,436 +46%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$9.87M +$3.07M +101,722 +44%
GAA
5
Global Assets Advisory
Florida
$3.63M +$3.23M +107,006 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$3.42M +$3.47M +115,125 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.56M +$1.49M +49,255 +133%
MD
8
Money Design
Japan
$2.09M +$109K +3,627 +5%
Bank of America
9
Bank of America
North Carolina
$1.63M +$7.09K +235 +0.4%
LPL Financial
10
LPL Financial
California
$1.46M -$255K -8,454 -15%
UBS Group
11
UBS Group
Switzerland
$973K +$244K +8,088 +33%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$911K +$331K +10,984 +56%
Truist Financial
13
Truist Financial
North Carolina
$756K -$6.46K -214 -0.8%
NWA
14
Navis Wealth Advisors
New York
$726K -$71.6K -2,372 -9%
Citadel Advisors
15
Citadel Advisors
Florida
$725K -$508K -16,852 -41%
Creative Planning
16
Creative Planning
Kansas
$475K +$16.3K +541 +4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$449K +$75.4K +2,500 +20%
Wealthfront Advisers
18
Wealthfront Advisers
California
$411K -$1.68M -55,693 -80%
VF
19
Virtu Financial
New York
$351K +$121K +4,008 +51%
LSIA
20
LaSalle St. Investment Advisors
Illinois
$337K +$95.5K +3,166 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$328K -$39.3K -1,304 -11%
US Bancorp
22
US Bancorp
Minnesota
$315K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$291K +$10.3K +341 +4%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$291K -$1.51K -50 -0.5%
MML Investors Services
25
MML Investors Services
Massachusetts
$284K -$61.4K -2,034 -18%

ACES Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q1 2024, worth a combined $166M — down 16% from $197M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ACES positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 26 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.47M. The largest seller was CIBC Private Wealth Group, cutting an estimated $8.9M.

  • 69 institutional investors held ALPS Clean Energy ETF (ACES) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $166M of ALPS Clean Energy ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 11 funds opened new ALPS Clean Energy ETF positions in Q1 2024 and 8 closed out, a net change of +3 holders.
  • The largest ALPS Clean Energy ETF buyer in Q1 2024 was Bank of Montreal, an estimated $3.47M added.
  • The largest ALPS Clean Energy ETF seller in Q1 2024 was CIBC Private Wealth Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2024.