Alps Clean Energy ETFACESETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 42 institutions reported holding Alps Clean Energy ETF (ACES) in their 13F filings, down 2 from Q4 2024. 8 opened new positions and 8 sold out. The largest holders were CIBC Private Wealth Group LLC ($25.4M), Citigroup Inc. ($6.2M) and Millennium Management ($1.5M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Alps Clean Energy ETF
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $64K |
| Exits | 8 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 276,086 shares bought and 590,846 shares sold, net −314,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| CIBC Private Wealth Group LLC | 0.05% | Reduce -9.6% | 1,258,723 | $25.4M |
| Citigroup Inc. | 0.00% | Add +2515.3% | 269,035 | $6.2M |
| Millennium Management | 0.00% | Reduce -10.1% | 66,500 | $1.5M |
| Money Design Co.,Ltd. | 0.06% | Add +7.8% | 53,628 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -10.6% | 42,735 | $979K |
| Morgan Stanley | 0.00% | Reduce -53.0% | 42,617 | $977K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 35,528 | $814K |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 32,815 | $752K |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 29,126 | $668K |
| UBS Group AG | 0.00% | Add +20.0% | 26,905 | $617K |
| Wealthfront Advisers LLC | 0.00% | Reduce -70.7% | 26,525 | $608K |
| Wells Fargo & Company | 0.00% | Add +18.2% | 24,111 | $553K |
| GTS Securities LLC | 0.02% | Reduce -85.3% | 16,776 | $385K |
| Trillium Asset Management, LLC | 0.01% | No change | 10,000 | $229K |
| TigerOak Management, L.L.C. | 0.08% | No change | 9,520 | $218K |
| US Bancorp \de | 0.00% | No change | 8,726 | $200K |
| Royal Bank of Canada | 0.00% | Add +8.9% | 5,313 | $122K |
| Osaic Holdings, Inc. | 0.00% | Add +94.8% | 2,345 | $54K |
| Blume Capital Management, Inc. | 0.01% | Reduce -57.1% | 1,500 | $34K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,077 | $25K |
| Simplex Trading, LLC | 0.00% | Add +1198.7% | 1,000 | $22K |
| Coldstream Capital Management Inc. | 0.00% | New | 655 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 650 | $15K |
| Allworth Financial LP | 0.00% | Add +1.7% | 588 | $13K |
| NCP Inc. | 0.02% | No change | 565 | $13K |
| Comerica Bank | 0.00% | New | 341 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 300 | $7K |
| Cooksen Wealth, LLC | 0.01% | New | 223 | $7K |
| FMR LLC | 0.00% | New | 250 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 245 | $6K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 200 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $5K |
| Tsfg, LLC | 0.00% | No change | 183 | $4K |
| S&T Bank | 0.00% | New | 150 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.1% | 100 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -39.5% | 66 | $2K |
| MAI Capital Management | 0.00% | No change | 50 | $1K |
| Painted Porch Advisors LLC | 0.00% | New | 33 | $749 |
| Financial Management Professionals, Inc. | 0.00% | No change | 25 | $573 |
| AdvisorNet Financial, Inc | 0.00% | No change | 12 | $275 |
| AE Wealth Management LLC | 0.00% | New | 10 | $229 |
| JPMorgan Chase & Co. | 0.00% | No change | 2 | $47 |
"% of holder's portfolio" is ACES's weight in each manager's 13F, not the share of Alps Clean Energy ETF the manager owns.