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ALPS Clean Energy ETF (ACES) Institutional Ownership

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$28.83
-0.05 (-0.17%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for ALPS Clean Energy ETF (NYSEARCA:ACES)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$24.52M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$59.82M
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ACES Institutional Buying and Selling by Quarter

ALPS Clean Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024 Blume Capital Management Inc.3,500$104K0.0%+133.3%0.047%
4/30/2024 Navis Wealth Advisors LLC24,465$726K0.9%-8.8%0.322%
4/19/2024 Tempus Wealth Planning LLC9,125$271K0.1%-8.4%0.120%
4/12/2024 Global Assets Advisory LLC107,006$3.18M0.0%N/A1.014%
2/26/2024Virtu Financial LLC7,835$281K0.0%+42.1%0.074%
2/13/2024CIBC Private Wealth Group LLC3,935,068$141.27M0.3%-27.3%37.299%
2/7/2024Avantax Advisory Services Inc.12,635$454K0.0%-15.9%0.120%
2/7/2024 Blume Capital Management Inc.1,500$54K0.0%N/A0.014%
2/5/2024 Navis Wealth Advisors LLC26,837$963K1.3%+51.0%0.254%
2/2/2024Truist Financial Corp25,687$922K0.0%-7.2%0.243%
1/29/2024 Money Design Co. Ltd.66,854$2.40M0.1%-1.9%0.634%
1/25/2024 International Assets Investment Management LLC35,900$12.89M0.0%N/A0.340%
1/24/2024 Stratos Wealth Partners LTD.14,286$513K0.0%-3.2%0.135%
1/24/2024 International Assets Investment Management LLC35,900$12.89M0.0%N/A0.340%
1/24/2024 Tempus Wealth Planning LLC9,967$358K0.2%+42.1%0.094%
1/16/2024 Raymond James & Associates15,901$571K0.0%-17.7%0.151%
11/13/2023PNC Financial Services Group Inc.1,165$43K0.0%-37.2%0.011%
11/8/2023D.A. Davidson & CO.5,870$215K0.0%-6.4%0.056%
11/8/2023Avantax Advisory Services Inc.15,015$549K0.0%-5.6%0.142%
11/3/2023 Tobias Financial Advisors Inc.83,961$3.07M0.8%+1,274.4%0.796%
11/1/2023 Wealthfront Advisers LLC89,980$3.29M0.0%-19.2%0.853%
10/30/2023 Navis Wealth Advisors LLC17,771$650K0.9%-12.5%0.168%
10/30/2023 Money Design Co. Ltd.68,172$2.49M0.2%-28.4%0.646%
10/25/2023 Brown Advisory Inc.17,743$649K0.0%-10.3%0.168%
10/24/2023 Stratos Wealth Partners LTD.14,752$539K0.0%-11.7%0.140%
10/24/2023 Raymond James Financial Services Advisors Inc.7,118$260K0.0%-48.2%0.067%
10/24/2023 Raymond James & Associates19,317$706K0.0%+1.8%0.183%
10/23/2023 Ulland Investment Advisors LLC1,795$66K0.1%-36.2%0.017%
10/23/2023Commonwealth Equity Services LLC7,592$278K0.0%-36.2%0.072%
10/13/2023 Dudley & Shanley Inc.53,986$1.97M0.4%-46.4%0.512%
8/11/2023D.A. Davidson & CO.6,270$283K0.0%-17.7%0.059%
8/9/2023Flow Traders U.S. LLC50,342$2.27M0.1%+17.5%0.477%
8/3/2023 Tobias Financial Advisors Inc.6,109$276K0.1%-51.3%0.056%
8/2/2023Bank of Montreal Can48,908$2.25M0.0%N/A0.445%
8/1/2023Truist Financial Corp28,360$1.28M0.0%+1.7%0.258%
7/31/2023LPL Financial LLC53,238$2.41M0.0%-7.9%0.484%
7/31/2023 Brown Advisory Inc.19,780$894K0.0%-8.4%0.180%
7/28/2023 Money Design Co. Ltd.95,198$4.30M0.3%-17.6%0.865%
7/21/2023Creative Planning15,605$705K0.0%+86.8%0.142%
7/21/2023 Dudley & Shanley Inc.100,800$4.55M0.8%+93.7%0.916%
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7/21/2023 Tempus Wealth Planning LLC6,933$313K0.1%+10.5%0.063%
7/21/2023 Global Assets Advisory LLC5,003$226K0.2%N/A0.045%
7/20/2023 International Assets Investment Management LLC27,126$1.07M0.1%N/A0.247%
7/20/2023 Ulland Investment Advisors LLC2,815$127K0.1%-68.6%0.026%
7/20/2023PFG Advisors5,035$227K0.0%-9.5%0.046%
7/13/2023 Navis Wealth Advisors LLC20,314$918K0.8%+2.0%0.185%
5/15/2023Flow Traders U.S. LLC42,834$1.99M0.1%+101.4%0.389%
5/12/2023 Navis Wealth Advisors LLC19,912$926K1.0%-13.8%0.181%
5/12/2023CIBC Private Wealth Group LLC6,087,223$283.00M0.6%+2.8%55.338%
5/10/2023LPL Financial LLC57,822$2.69M0.0%-0.6%0.526%
5/9/2023Tortoise Investment Management LLC781$36K0.0%N/A0.007%
5/8/2023 Tempus Wealth Planning LLC6,274$292K0.1%+12.5%0.057%
5/8/2023 Brown Advisory Inc.21,595$1.00M0.0%-4.9%0.196%
5/5/2023Truist Financial Corp27,894$1.30M0.0%+12.6%0.254%
5/2/2023 Lincoln National Corp4,468$208K0.0%-28.8%0.037%
4/28/2023Avantax Advisory Services Inc.15,818$735K0.0%-3.6%0.132%
4/28/2023 Wealthfront Advisers LLC69,432$3.23M0.0%+33.1%0.580%
4/27/2023 Stratos Wealth Partners LTD.16,711$777K0.0%-9.9%0.139%
4/27/2023 Money Design Co. Ltd.115,493$5.37M0.3%N/A0.964%
4/24/2023 Tobias Financial Advisors Inc.12,538$583K0.2%-34.2%0.105%
4/21/2023PFG Advisors5,564$259K0.0%+4.5%0.046%
4/18/2023 Stegent Equity Advisors Inc.22,299$1.04M1.0%-10.9%0.186%
4/17/2023 Ulland Investment Advisors LLC8,965$417K0.5%-14.7%0.075%
4/14/2023 Raymond James Financial Services Advisors Inc.13,931$648K0.0%-3.3%0.116%
2/21/2023Northwestern Mutual Wealth Management Co.89,292$4.06M0.0%+1.6%0.745%
2/14/2023 Tobias Financial Advisors Inc.19,041$866K0.3%+29.9%0.159%
2/13/2023CIBC Private Wealth Group LLC5,923,547$269.46M0.5%-2.0%49.445%
2/10/2023 Tempus Wealth Planning LLC5,577$254K0.2%-13.7%0.047%
2/8/2023 Raymond James & Associates18,904$860K0.0%+1.2%0.158%
2/8/2023 Hudock Inc.4,661$212K0.1%-23.9%0.039%
2/8/2023Belpointe Asset Management LLC812$37K0.0%N/A0.007%
2/8/2023Thrivent Financial for Lutherans5,137$234K0.0%-9.5%0.043%
2/8/2023 Lincoln National Corp6,279$286K0.0%-5.1%0.052%
2/7/2023LPL Financial LLC58,167$2.65M0.0%-9.1%0.486%
2/7/2023Envestnet Asset Management Inc.6,880$313K0.0%-13.1%0.057%
2/3/2023 Spire Wealth Management597$27K0.0%-24.4%0.005%
2/2/2023 Stegent Equity Advisors Inc.25,019$1.14M1.4%N/A0.209%
1/31/2023 Ulland Investment Advisors LLC10,505$478K0.6%-8.6%0.088%
1/30/2023 Concourse Financial Group Securities Inc.2,027$92K0.0%N/A0.017%
1/30/2023PFG Advisors5,323$242K0.0%-5.8%0.044%
1/30/2023 International Assets Investment Management LLC46,317$1.77M0.2%N/A0.387%
1/25/2023 Navis Wealth Advisors LLC23,092$1.05M1.5%-38.2%0.193%
1/13/2023 Dudley & Shanley Inc.52,050$2.37M0.5%N/A0.427%
(Data available from 1/1/2016 forward)

ACES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACES shares?

During the previous two years, 36 institutional investors and hedge funds held shares of ALPS Clean Energy ETF. The most heavily invested institutionals were CIBC Private Wealth Group LLC ($141.27M), International Assets Investment Management LLC ($12.89M), Northwestern Mutual Wealth Management Co. ($4.06M), Wealthfront Advisers LLC ($3.29M), Global Assets Advisory LLC ($3.18M), Tobias Financial Advisors Inc. ($3.07M), and LPL Financial LLC ($2.41M).Learn more on ACES's institutional investors.

Which institutional investors have been buying ALPS Clean Energy ETF stock?

Of the 22 institutional investors that purchased ALPS Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CIBC Private Wealth Group LLC ($163.68K), International Assets Investment Management LLC ($145.24K), Money Design Co. Ltd. ($115.49K), Global Assets Advisory LLC ($112.01K), Dudley & Shanley Inc. ($100.80K), Tobias Financial Advisors Inc. ($82.23K), and Bank of Montreal Can ($48.91K).

How much institutional buying is happening at ALPS Clean Energy ETF?

Institutional investors have bought a total of 875,930 shares in the last 24 months. This purchase volume represents approximately $36.86M in transactions.

Which ALPS Clean Energy ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold ALPS Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CIBC Private Wealth Group LLC ($1.60M), Money Design Co. Ltd. ($48.64K), Dudley & Shanley Inc. ($46.81K), Navis Wealth Advisors LLC ($22.39K), Wealthfront Advisers LLC ($21.39K), Tobias Financial Advisors Inc. ($12.93K), and LPL Financial LLC ($10.75K).

How much institutional selling is happening at ALPS Clean Energy ETF?

Institutional investors have sold a total of 1,812,543 shares in the last 24 months. This volume of shares sold represents approximately $67.11M in transactions.


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This page (NYSEARCA:ACES) was last updated on 5/9/2024 by MarketBeat.com Staff

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