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ALPS Clean Energy ETF
ACES

52 hedge funds and large institutions have $122M invested in ALPS Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.44% more ownership

Funds ownership: 63.74% → 88.19% (+24%)

9% less funds holding

Funds holding: 57 → 52 (-5)

9% less capital invested

Capital invested by funds: $133M → $122M (-$11.9M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$47.1M
2
Jane Street
Jane Street
New York
+$2.34M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$788K
4
FTUS
Flow Traders U.S.
New York
+$603K
5
VF
Virtu Financial
New York
+$594K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4.6M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$3.54M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.04M
4
Morgan Stanley
Morgan Stanley
New York
-$1.63M
5
Goldman Sachs
Goldman Sachs
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$92.5M -$3.54M -122,406 -4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.29M -$3.04M -105,379 -30%
Morgan Stanley
3
Morgan Stanley
New York
$2.44M -$1.63M -56,392 -40%
Jane Street
4
Jane Street
New York
$2.38M +$2.34M +80,898 New
Millennium Management
5
Millennium Management
New York
$1.71M -$1.21M -41,923 -42%
MD
6
Money Design
Japan
$1.7M -$54.4K -1,883 -3%
Wealthfront Advisers
7
Wealthfront Advisers
California
$1.46M -$483K -16,718 -25%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$1.33M -$548K -18,968 -30%
LPL Financial
9
LPL Financial
California
$1.23M -$170K -5,868 -12%
Bank of America
10
Bank of America
North Carolina
$1.02M -$414K -14,318 -29%
UBS Group
11
UBS Group
Switzerland
$886K -$29.2K -1,011 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$802K +$788K +27,278 New
Truist Financial
13
Truist Financial
North Carolina
$774K +$173 +6 +0%
GS
14
GTS Securities
New York
$711K +$291K +10,078 +72%
NWA
15
Navis Wealth Advisors
New York
$655K -$4.28K -148 -0.7%
FTUS
16
Flow Traders U.S.
New York
$614K +$603K +20,864 New
VF
17
Virtu Financial
New York
$605K +$594K +20,558 New
Wells Fargo
18
Wells Fargo
California
$585K +$499K +17,265 +662%
TAM
19
Trillium Asset Management
Massachusetts
$294K – – –
FIM
20
Freedom Investment Management
Connecticut
$258K +$578 +20 +0.2%
US Bancorp
21
US Bancorp
Minnesota
$257K -$86.7K -3,000 -26%
TWP
22
Tempus Wealth Planning
California
$237K +$5.32K +184 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$234K -$15.1K -524 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$231K +$227K +7,843 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$228K -$9.62K -333 -4%
1
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ACES Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ALPS Clean Energy ETF (ACES) for Q3 2024, worth a combined $122M — down 8.9% from $133M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ACES and 7 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $47.1M. The largest seller was Citigroup, cutting an estimated $4.6M.

  • 52 institutional investors held ALPS Clean Energy ETF (ACES) as of Q3 2024, down from 57 in Q2 2024.
  • Funds reported $122M of ALPS Clean Energy ETF stock for Q3 2024, down 8.9% quarter-over-quarter.
  • 7 funds opened new ALPS Clean Energy ETF positions in Q3 2024 and 12 closed out, a net change of -5 holders.
  • The largest ALPS Clean Energy ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $47.1M added.
  • The largest ALPS Clean Energy ETF seller in Q3 2024 was Citigroup, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2024.