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ALPS Clean Energy ETF (ACES) Institutional Ownership

ALPS Clean Energy ETF logo
$27.07 +0.24 (+0.89%)
Closing price 08/8/2025 04:10 PM Eastern
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$27.08 +0.01 (+0.04%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Clean Energy ETF (NYSEARCA:ACES)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$64.07M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$47.99M
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ACES Institutional Buying and Selling by Quarter

ALPS Clean Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Smithfield Trust Co1,412$36K0.0%N/A0.042%
7/31/2025 Wealthfront Advisers LLC96,922$2.50M0.0%+265.4%2.851%
7/31/2025 Money Design Co. Ltd.50,373$1.30M0.1%-6.1%1.482%
7/16/2025 TigerOak Management L.L.C.8,853$228K0.1%-7.0%0.260%
5/14/2025Northwestern Mutual Wealth Management Co.35,528$814K0.0%-1.5%0.877%
5/6/2025 Blume Capital Management Inc.1,500$34K0.0%-57.1%0.040%
5/2/2025 Wealthfront Advisers LLC26,525$608K0.0%-70.7%0.707%
4/28/2025 Money Design Co. Ltd.53,628$1.23M0.1%+7.8%1.430%
2/18/2025 GTS Securities LLC114,005$2.97M0.1%+371.8%1.541%
2/17/2025Millennium Management LLC73,958$1.93M0.0%+27.3%0.999%
2/17/2025D. E. Shaw & Co. Inc.47,791$1.24M0.0%+5.6%0.646%
2/17/2025Bank of America Corp DE34,151$889K0.0%-1.7%0.462%
2/14/2025Jane Street Group LLC92,735$2.42M0.0%+14.6%1.253%
2/14/2025Susquehanna International Group LLP79,975$2.08M0.0%+193.2%1.081%
2/13/2025Wells Fargo & Company MN20,397$531K0.0%+2.6%0.276%
2/12/2025CIBC Private Wealth Group LLC1,391,604$37.75M0.1%-55.8%18.805%
2/11/2025LPL Financial LLC31,405$818K0.0%-24.9%0.424%
2/11/2025 Lee Danner & Bass Inc.1,200$31K0.0%N/A0.016%
2/10/2025 Blume Capital Management Inc.3,500$91K0.0%-12.5%0.047%
2/7/2025 Wealthfront Advisers LLC138,803$3.61M0.0%+178.8%1.876%
1/30/2025 TigerOak Management L.L.C.9,520$248K0.1%N/A0.129%
1/24/2025 Tempus Wealth Planning LLC8,920$232K0.1%+10.8%0.121%
1/23/2025 Money Design Co. Ltd.49,741$1.31M0.1%-14.1%0.672%
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%
10/28/2024 US 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%
10/9/2024 Money Design Co. Ltd.57,901$1.70M0.1%-3.1%0.782%
10/8/2024 CWM LLC2,156$63K0.0%+4,212.0%0.029%
8/21/2024 Truist 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%
7/25/2024 Tempus 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%
5/2/2024 Blume Capital Management Inc.3,500$104K0.0%+133.3%0.047%
4/30/2024Navis Wealth Advisors LLC24,465$726K0.9%-8.8%0.322%
4/19/2024 Tempus Wealth Planning LLC9,125$271K0.1%-8.4%0.120%
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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%
2/7/2024 Avantax 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%
2/5/2024Navis Wealth Advisors LLC26,837$963K1.3%+51.0%0.254%
2/2/2024 Truist 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%
1/16/2024Raymond James & Associates15,901$571K0.0%-17.7%0.151%
11/13/2023 PNC Financial Services Group Inc.1,165$43K0.0%-37.2%0.011%
11/8/2023 D.A. Davidson & CO.5,870$215K0.0%-6.4%0.056%
11/8/2023 Avantax 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%
11/1/2023 Wealthfront Advisers LLC89,980$3.29M0.0%-19.2%0.853%
10/30/2023Navis Wealth Advisors LLC17,771$650K0.9%-12.5%0.168%
10/30/2023 Money 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%
10/24/2023 Stratos 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%
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%
10/23/2023 Commonwealth 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%
8/11/2023 D.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%
8/2/2023 Bank of Montreal Can48,908$2.25M0.0%N/A0.445%
8/1/2023 Truist 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%
7/28/2023 Money Design Co. Ltd.95,198$4.30M0.3%-17.6%0.865%
7/21/2023 Creative Planning15,605$705K0.0%+86.8%0.142%
7/21/2023 Dudley & Shanley Inc.100,800$4.55M0.8%+93.7%0.916%
7/21/2023 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%
7/20/2023 PFG 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%
5/9/2023 Tortoise Investment Management LLC781$36K0.0%N/A0.007%
5/8/2023 Tempus Wealth Planning LLC6,274$292K0.1%+12.5%0.057%
5/8/2023Brown Advisory Inc.21,595$1.00M0.0%-4.9%0.196%
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5/5/2023 Truist Financial Corp27,894$1.30M0.0%+12.6%0.254%
5/2/2023 Lincoln National Corp4,468$208K0.0%-28.8%0.037%
4/28/2023 Avantax 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%
4/24/2023Tobias Financial Advisors Inc.12,538$583K0.2%-34.2%0.105%
4/21/2023 PFG 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%
(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, 37 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 ($37.75M), Global Assets Advisory LLC ($3.18M), Tobias Financial Advisors Inc. ($3.07M), GTS Securities LLC ($2.97M), Wealthfront Advisers LLC ($2.50M), and Jane Street Group LLC ($2.42M).Learn more on ALPS Clean Energy ETF's institutional investors.

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

Of the 23 institutional investors that purchased ALPS Clean Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.70M), Wealthfront Advisers LLC ($159.42K), Jane Street Group LLC ($153.24K), Millennium Management LLC ($115.88K), Global Assets Advisory LLC ($107.01K), GTS Securities LLC ($89.84K), and Tobias Financial Advisors Inc. ($77.85K).

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

Institutional investors have bought a total of 2,224,840 shares in the last 24 months. This purchase volume represents approximately $64.07M in transactions.

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

Of the 10 institutional investors that sold ALPS Clean Energy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CIBC Private Wealth Group LLC ($1.75M), Wealthfront Advisers LLC ($64.10K), Money Design Co. Ltd. ($13.30K), LPL Financial LLC ($10.41K), US Bancorp DE ($3K), Blume Capital Management Inc. ($2.50K), and TigerOak Management L.L.C. ($667.00).

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

Institutional investors have sold a total of 1,850,234 shares in the last 24 months. This volume of shares sold represents approximately $47.99M in transactions.



This page (NYSEARCA:ACES) was last updated on 8/10/2025 by MarketBeat.com Staff
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