Free Trial
→ Please take this warning seriously... (From Timothy Sykes) (Ad) Free ACES Stock Alerts

ALPS Clean Energy ETF (ACES) Institutional Ownership

ALPS Clean Energy ETF logo
$26.37 -0.73 (-2.69%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ALPS Clean Energy ETF (NYSEARCA:ACES)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$63.29M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$53.58M
Get ACES Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS Clean Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ACES Institutional Buying and Selling by Quarter

ALPS Clean Energy ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC20,558$605K0.0%N/A0.278%
11/15/2024MML Investors Services LLC7,963$234K0.0%-6.2%0.108%
11/15/2024Jane Street Group LLC80,898$2.38M0.0%N/A1.093%
11/14/2024Flow Traders U.S. LLC20,864$614K0.0%N/A0.282%
10/28/2024US Bancorp DE8,726$257K0.0%-25.6%0.118%
10/22/2024 International Assets Investment Management LLC1,629,127$479.13M0.1%N/A22.015%
10/9/2024Money Design Co. Ltd.57,901$1.70M0.1%-3.1%0.782%
10/8/2024CWM LLC2,156$63K0.0%+4,212.0%0.029%
8/21/2024Truist Financial Corp26,303$741K0.0%+3.3%0.355%
8/16/2024Northwestern Mutual Wealth Management Co.353,380$9.95M0.0%+6.3%4.775%
8/15/2024Millennium Management LLC100,000$2.82M0.0%N/A1.351%
7/25/2024Tempus Wealth Planning LLC7,866$222K0.1%-13.8%0.106%
5/20/2024Virtu Financial LLC11,843$351K0.0%+51.2%0.160%
5/16/2024Jane Street Group LLC434,449$12.89M0.0%+16.2%5.871%
5/2/2024Blume Capital Management Inc.3,500$104K0.0%+133.3%0.047%
4/30/2024Navis Wealth Advisors LLC24,465$726K0.9%-8.8%0.322%
4/19/2024Tempus Wealth Planning LLC9,125$271K0.1%-8.4%0.120%
4/12/2024Global 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%
2/7/2024Blume Capital Management Inc.1,500$54K0.0%N/A0.014%
2/5/2024Navis Wealth Advisors LLC26,837$963K1.3%+51.0%0.254%
2/2/2024Truist Financial Corp25,687$922K0.0%-7.2%0.243%
1/29/2024Money 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%
1/24/2024Stratos 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%
1/24/2024Tempus Wealth Planning LLC9,967$358K0.2%+42.1%0.094%
1/16/2024Raymond 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%
11/3/2023Tobias Financial Advisors Inc.83,961$3.07M0.8%+1,274.4%0.796%
11/1/2023Wealthfront Advisers LLC89,980$3.29M0.0%-19.2%0.853%
10/30/2023Navis Wealth Advisors LLC17,771$650K0.9%-12.5%0.168%
10/30/2023Money Design Co. Ltd.68,172$2.49M0.2%-28.4%0.646%
10/25/2023Brown Advisory Inc.17,743$649K0.0%-10.3%0.168%
10/24/2023Stratos Wealth Partners LTD.14,752$539K0.0%-11.7%0.140%
10/24/2023Raymond James Financial Services Advisors Inc.7,118$260K0.0%-48.2%0.067%
A deadly mistake in my prediction… (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/24/2023Raymond 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%
8/3/2023Tobias 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%
7/31/2023Brown Advisory Inc.19,780$894K0.0%-8.4%0.180%
7/28/2023Money 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%
7/21/2023Tempus Wealth Planning LLC6,933$313K0.1%+10.5%0.063%
7/21/2023Global 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%
7/13/2023Navis 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%
5/12/2023Navis 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%
5/8/2023Tempus Wealth Planning LLC6,274$292K0.1%+12.5%0.057%
5/8/2023Brown Advisory Inc.21,595$1.00M0.0%-4.9%0.196%
5/5/2023Truist Financial Corp27,894$1.30M0.0%+12.6%0.254%
5/2/2023Lincoln National Corp4,468$208K0.0%-28.8%0.037%
4/28/2023Avantax Advisory Services Inc.15,818$735K0.0%-3.6%0.132%
4/28/2023Wealthfront Advisers LLC69,432$3.23M0.0%+33.1%0.580%
4/27/2023Stratos Wealth Partners LTD.16,711$777K0.0%-9.9%0.139%
4/27/2023Money Design Co. Ltd.115,493$5.37M0.3%N/A0.964%
4/24/2023Tobias Financial Advisors Inc.12,538$583K0.2%-34.2%0.105%
4/21/2023PFG Advisors5,564$259K0.0%+4.5%0.046%
4/18/2023Stegent 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%
4/14/2023Raymond 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%
2/14/2023Tobias 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%
2/10/2023Tempus Wealth Planning LLC5,577$254K0.2%-13.7%0.047%
2/8/2023Raymond James & Associates18,904$860K0.0%+1.2%0.158%
2/8/2023Hudock 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%
2/8/2023Lincoln 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%
2/3/2023Spire Wealth Management597$27K0.0%-24.4%0.005%
The #1 Stock for Trump’s Second Term? (Ad)

Imagine how much money you could make if you bought all of the top performing stocks during Trump's second term? Well, legendary investor Louis Navellier's stock rating system... Gave a buy rating to ALL of the top 30 performing stocks in the S&P 500 index of Trump's first term...

Click here now because these stocks could turn out to be the top performers of Trump's second term.
2/2/2023Stegent 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%
1/30/2023Concourse 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%
1/25/2023Navis 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, 41 institutional investors and hedge funds held shares of ALPS Clean Energy ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($479.13M), CIBC Private Wealth Group LLC ($141.27M), Northwestern Mutual Wealth Management Co. ($9.95M), Wealthfront Advisers LLC ($3.29M), Global Assets Advisory LLC ($3.18M), Tobias Financial Advisors Inc. ($3.07M), and Millennium Management LLC ($2.82M).Learn more on ACES's institutional investors.

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

Of the 25 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: International Assets Investment Management LLC ($1.77M), CIBC Private Wealth Group LLC ($163.68K), Jane Street Group LLC ($141.40K), Money Design Co. Ltd. ($115.49K), Global Assets Advisory LLC ($112.01K), Millennium Management LLC ($100K), and Tobias Financial Advisors Inc. ($82.23K).

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

Institutional investors have bought a total of 2,763,630 shares in the last 24 months. This purchase volume represents approximately $91.41M in transactions.

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

Of the 27 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. ($50.52K), 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 1,819,209 shares in the last 24 months. This volume of shares sold represents approximately $67.30M in transactions.


Related Companies

This page (NYSEARCA:ACES) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
DeFi Coin on Verge of Breakout!
The blueprint for millionaires is here. Don't let this be the missed opportunity you regret for years.
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored