Alps Clean Energy ETFACESETF
13F holders, Q2 2024 (June 30)57holders −12
8new positions
20sold out
2famous investors
$29.06avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding Alps Clean Energy ETF (ACES) in their 13F filings, down 12 from Q1 2024. 8 opened new positions and 20 sold out. The largest holders were CIBC Private Wealth Group LLC ($96.2M), Northwestern Mutual Wealth Management Co. ($10.0M) and Citigroup Inc. ($4.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Alps Clean Energy ETF
- Filed as
- ALPS ETF TR (Q2 2024)
- CUSIP
- 00162Q460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.0M |
| Exits | 20 | $22.3M |
All 13F filers, Q1 2024 → Q2 2024: 465,541 shares bought and 1,360,477 shares sold, net −894,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| CIBC Private Wealth Group LLC | 0.18% | Reduce -10.2% | 3,268,630 | $96.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.3% | 353,380 | $10.0M |
| Citigroup Inc. | 0.00% | Add +17697.9% | 160,181 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -60.7% | 139,355 | $3.9M |
| Millennium Management | 0.00% | New | 100,000 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +380.2% | 66,498 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Add +109.3% | 64,246 | $1.8M |
| Money Design Co.,Ltd. | 0.09% | Reduce -15.2% | 59,784 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 50,000 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 49,054 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 47,679 | $1.3M |
| UBS Group AG | 0.00% | Reduce -5.0% | 31,147 | $877K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 26,303 | $741K |
| Navis Wealth Advisors, LLC | 0.72% | Reduce -8.4% | 22,409 | $631K |
| GTS Securities LLC | 0.01% | Add +97.6% | 14,084 | $397K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.5% | 12,636 | $356K |
| US Bancorp \de | 0.00% | Add +10.3% | 11,726 | $330K |
| Trillium Asset Management, LLC | 0.01% | New | 10,000 | $282K |
| Callan Capital, LLC | 0.02% | New | 9,141 | $257K |
| Freedom Investment Management, Inc. | 0.02% | Add +25.3% | 8,741 | $246K |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 8,487 | $239K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.8% | 8,075 | $227K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -13.8% | 7,866 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Add +858.8% | 7,670 | $216K |
| MAI Capital Management | 0.00% | New | 7,456 | $210K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 7,384 | $208K |
| Focus Partners Wealth | 0.00% | Add +1.0% | 7,118 | $200K |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 6,662 | $187K |
| Kepos Capital LP | 0.07% | Add +121.0% | 6,176 | $174K |
| Blume Capital Management, Inc. | 0.03% | Add +14.3% | 4,000 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.8% | 2,925 | $82K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.5% | 2,680 | $75K |
| Wells Fargo & Company | 0.00% | Reduce -7.1% | 2,609 | $73K |
| Simplex Trading, LLC | 0.00% | Add +219.7% | 780 | $21K |
| Allworth Financial LP | 0.00% | No change | 578 | $17K |
| NCP Inc. | 0.01% | Add +0.2% | 562 | $16K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 521 | $15K |
| FMR LLC | 0.00% | Add +14.3% | 401 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 400 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.7% | 377 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -66.7% | 300 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 245 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.1% | 223 | $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 +9.2% | 190 | $5K |
| Tsfg, LLC | 0.00% | No change | 183 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 165 | $5K |
| 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 | $817 |
| Family Firm, Inc. | 0.00% | New | 17 | $479 |
| AdvisorNet Financial, Inc | 0.00% | No change | 12 | $338 |
| Aviso Financial Inc. | 0.00% | — | 10 | $280 |
| Key Financial Inc | 0.00% | No change | 5 | $141 |
| Legend Financial Advisors, Inc. | 0.00% | New | 3 | $84 |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.9% | 2 | $57 |
"% of holder's portfolio" is ACES's weight in each manager's 13F, not the share of Alps Clean Energy ETF the manager owns.