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ALPS Clean Energy ETF
ACES

57 hedge funds and large institutions have $133M invested in ALPS Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.02% less ownership

Funds ownership: 72.76% → 63.74% (-9%)

17% less funds holding

Funds holding: 69 → 57 (-12)

20% less capital invested

Capital invested by funds: $166M → $133M (-$32.4M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
57
Holders Change
-12
Holders Change %
-17.39%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
20
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$4.63M
2
Millennium Management
Millennium Management
New York
+$2.91M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$1.53M
4
Goldman Sachs
Goldman Sachs
New York
+$1.45M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$975K

Top Sellers

1
Jane Street
Jane Street
New York
-$12.9M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$10.8M
3
Morgan Stanley
Morgan Stanley
New York
-$6.27M
4
GAA
Global Assets Advisory
Florida
-$3.63M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$96.2M -$10.8M -371,451 -10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.95M +$606K +20,854 +6%
Citigroup
3
Citigroup
New York
$4.51M +$4.63M +159,281 +17,698%
Morgan Stanley
4
Morgan Stanley
New York
$3.92M -$6.27M -215,533 -61%
Millennium Management
5
Millennium Management
New York
$2.82M +$2.91M +100,000 New
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.87M +$1.53M +52,649 +380%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$1.81M +$975K +33,544 +109%
MD
8
Money Design
Japan
$1.68M -$311K -10,697 -15%
Goldman Sachs
9
Goldman Sachs
New York
$1.41M +$1.45M +50,000 New
Bank of America
10
Bank of America
North Carolina
$1.38M -$168K -5,766 -11%
LPL Financial
11
LPL Financial
California
$1.34M -$45.4K -1,560 -3%
UBS Group
12
UBS Group
Switzerland
$877K -$47.3K -1,627 -5%
Truist Financial
13
Truist Financial
North Carolina
$741K +$24.1K +830 +3%
NWA
14
Navis Wealth Advisors
New York
$631K -$59.8K -2,056 -8%
GS
15
GTS Securities
New York
$397K +$202K +6,956 +98%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$356K -$72.7K -2,499 -17%
US Bancorp
17
US Bancorp
Minnesota
$330K +$32K +1,100 +10%
TAM
18
Trillium Asset Management
Massachusetts
$282K +$291K +10,000 New
CC
19
Callan Capital
California
$257K +$266K +9,141 New
FIM
20
Freedom Investment Management
Connecticut
$246K +$51.3K +1,765 +25%
MML Investors Services
21
MML Investors Services
Massachusetts
$239K -$31.8K -1,095 -11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$227K -$50.8K -1,746 -18%
TWP
23
Tempus Wealth Planning
California
$222K -$36.6K -1,259 -14%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$216K +$200K +6,870 +859%
MCM
25
MAI Capital Management
Ohio
$210K +$217K +7,456 New
1
2 3 4

ACES Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q2 2024, worth a combined $133M — down 20% from $166M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ACES and 9 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 16 added.

The largest buyer was Citigroup, adding an estimated $4.63M. The largest seller was Jane Street, exiting entirely with an estimated $12.9M sold.

  • 57 institutional investors held ALPS Clean Energy ETF (ACES) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $133M of ALPS Clean Energy ETF stock for Q2 2024, down 20% quarter-over-quarter.
  • 9 funds opened new ALPS Clean Energy ETF positions in Q2 2024 and 20 closed out, a net change of -11 holders.
  • The largest ALPS Clean Energy ETF buyer in Q2 2024 was Citigroup, an estimated $4.63M added.
  • The largest ALPS Clean Energy ETF seller in Q2 2024 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2024.