Alps Clean Energy ETFACESETF
13F holders, Q1 2024 (March 31)69holders
2famous investors
$29.58avg. 13F price*
At the end of Q1 2024, 69 institutions reported holding Alps Clean Energy ETF (ACES) in their 13F filings. The largest holders were CIBC Private Wealth Group LLC ($107.3M), Jane Street Group, LLC ($12.9M) and Morgan Stanley ($10.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Clean Energy ETF
- Filed as
- ALPS ETF TR (Q1 2024)
- CUSIP
- 00162Q460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.3M |
| Exits | 8 | $2.4M |
Ownership 69 holders
| CIBC Private Wealth Group LLC | 0.21% | Reduce -7.5% | 3,640,081 | $107.3M |
| Jane Street Group, LLC | 0.02% | Add +16.2% | 434,449 | $12.9M |
| Morgan Stanley | 0.00% | Add +192.8% | 354,888 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +44.1% | 332,526 | $9.9M |
| Bank of Montreal | 0.00% | New | 115,125 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +133.2% | 86,230 | $2.6M |
| Money Design Co.,Ltd. | 0.11% | Add +5.4% | 70,481 | $2.1M |
| Bank of America Corp. | 0.00% | Add +0.4% | 54,820 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -14.7% | 49,239 | $1.5M |
| UBS Group AG | 0.00% | Add +32.8% | 32,774 | $973K |
| D. E. Shaw & Co. | 0.00% | Add +55.7% | 30,702 | $911K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 25,473 | $756K |
| Navis Wealth Advisors, LLC | 0.87% | Reduce -8.8% | 24,465 | $726K |
| Citadel Advisors | 0.00% | Reduce -40.8% | 24,419 | $725K |
| Creative Planning | 0.00% | Add +3.5% | 15,988 | $475K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.8% | 15,135 | $449K |
| Wealthfront Advisers LLC | 0.00% | Reduce -80.1% | 13,849 | $411K |
| Virtu Financial LLC | 0.03% | Add +51.2% | 11,843 | $351K |
| LaSalle St. Investment Advisors, LLC | 0.19% | New | 3,166 | $337K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.6% | 11,053 | $328K |
| US Bancorp \de | 0.00% | No change | 10,626 | $315K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 9,821 | $291K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 9,792 | $291K |
| MML Investors Services, LLC | 0.00% | Reduce -17.5% | 9,582 | $284K |
| Brown Advisory Inc. | 0.00% | Reduce -48.5% | 9,237 | $274K |
| Tempus Wealth Planning, LLC | 0.12% | Reduce -8.4% | 9,125 | $271K |
| Raymond James & Associates | 0.00% | Reduce -47.8% | 8,304 | $246K |
| Royal Bank of Canada | 0.00% | Reduce -67.6% | 8,132 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -47.7% | 7,476 | $222K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.2% | 7,392 | $219K |
| GTS Securities LLC | 0.01% | New | 7,128 | $212K |
| Focus Partners Wealth | 0.00% | Reduce -47.0% | 7,049 | $209K |
| Freedom Investment Management, Inc. | 0.02% | New | 6,976 | $207K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.4% | 3,998 | $119K |
| Global Assets Advisory, LLC | 0.06% | New | 3,631 | $107K |
| Blume Capital Management, Inc. | 0.03% | Add +133.3% | 3,500 | $104K |
| Wells Fargo & Company | 0.00% | Reduce -28.1% | 2,808 | $83K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +9.6% | 2,807 | $83K |
| Kepos Capital LP | 0.02% | Reduce -50.1% | 2,794 | $83K |
| Rothschild Investment LLC | 0.00% | No change | 900 | $27K |
| Citigroup Inc. | 0.00% | No change | 900 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.7% | 800 | $24K |
| Allworth Financial LP | 0.00% | Reduce -11.1% | 578 | $17K |
| NCP Inc. | 0.01% | — | 561 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 447 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 400 | $12K |
| FMR LLC | 0.00% | Reduce -66.7% | 351 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 245 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 250 | $7K |
| Simplex Trading, LLC | 0.00% | New | 244 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.7% | 235 | $7K |
| Cutler Group LLC / CA | 0.00% | Reduce -92.7% | 213 | $6K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 200 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $6K |
| Balefire, LLC | 0.00% | Add +11.5% | 174 | $5K |
| Tsfg, LLC | 0.00% | No change | 183 | $5K |
| EPG Wealth Management LLC | 0.00% | New | 165 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 165 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 62 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 25 | $1K |
| Cwm, LLC | 0.00% | No change | 50 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 29 | $861 |
| JPMorgan Chase & Co. | 0.00% | Reduce -65.1% | 22 | $663 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -78.2% | 12 | $356 |
| Private Capital Management LLC | 0.00% | New | 10 | $302 |
| Johnson Financial Group, Inc. | 0.00% | New | 8 | $245 |
| Key Financial Inc | 0.00% | No change | 5 | $148 |
| Comerica Bank | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is ACES's weight in each manager's 13F, not the share of Alps Clean Energy ETF the manager owns.