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ACES Institutional Ownership

ALPS Clean Energy ETF
1W: -0.6% 1M: -6.8% 3M: -19.8% YTD: -17.2% 1Y: -15.9% 3Y: -22.3% 5Y: -56.5%
$28.04
+0.42 (+1.52%)
 
Weekly Expected Move ±3.8%
$26 $27 $28 $29 $30
ETF AMEX · AUM $107.2M

Institutional Ownership — ACES

61
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
74M
Total Invested
9
New Positions
15
Increased
19
Reduced
10
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (72 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CIBC Bancorp USA Inc. 1,474,997 $41M +83,080 +6.0% 2Q SEC ↗
2 Wealthfront Advisers LLC 107,745 $3M +10,715 +11.0% 20Q SEC ↗
3 GOLDMAN SACHS GROUP INC 100,000 $3M -4,263 -4.1% 2Q SEC ↗
4 BANK OF AMERICA CORP /DE 70,133 $2M +7,424 +11.8% 15Q SEC ↗
5 D. E. Shaw & Co., Inc. 39,824 $1M +4,113 +11.5% 11Q SEC ↗
6 Focus Partners Wealth 35,121 $985K -2,080 -5.6% 5Q SEC ↗
7 GTS SECURITIES LLC NEW 34,413 $965K — +0.0% 1Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,996 $673K -6,283 -20.8% 5Q SEC ↗
9 MORGAN STANLEY 21,135 $593K +2,873 +15.7% 25Q SEC ↗
10 LPL Financial LLC 20,275 $569K +77 +0.4% 24Q SEC ↗
11 WELLS FARGO & COMPANY/MN 19,864 $557K +6,032 +43.6% 22Q SEC ↗
12 CITIGROUP INC NEW 19,214 $539K — +0.0% 1Q SEC ↗
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 18,590 $521K -2,366 -11.3% 24Q SEC ↗
14 WAYSTONE ADVISORS LLC 18,204 $510K +1,175 +6.9% 3Q SEC ↗
15 UBS Group AG 13,209 $370K +1,774 +15.5% 20Q SEC ↗
16 JANE STREET GROUP, LLC 11,520 $323K -29,176 -71.7% 5Q SEC ↗
17 TRILLIUM ASSET MANAGEMENT, LLC 8,500 $238K — +0.0% 9Q SEC ↗
18 US BANCORP \DE 8,109 $227K +867 +12.0% 32Q SEC ↗
19 LaSalle St. Investment Advisors, LLC 8,103 $227K +1,785 +28.3% 3Q SEC ↗
20 Cetera Investment Advisers 7,763 $218K +1,440 +22.8% 2Q SEC ↗
21 ROYAL BANK OF CANADA 7,241 $203K +5,746 +384.3% 28Q SEC ↗
22 NORTHSTAR ASSET MANAGEMENT INC NEW 6,425 $180K — +0.0% 1Q SEC ↗
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,695 $104K — +0.0% 4Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,920 $54K +1,473 +329.5% 26Q SEC ↗
25 Smithfield Trust Co 1,412 $40K — +0.0% 5Q SEC ↗
26 Aspect Partners, LLC NEW 677 $19K — +0.0% 1Q SEC ↗
27 Steward Partners Investment Advisory, 302 $8K — +0.0% 3Q SEC ↗
28 Farther Finance Advisors, LLC 293 $8K -671 -69.6% 3Q SEC ↗
29 Rockefeller Capital Management L.P. 267 $7K — +0.0% 4Q SEC ↗
30 Geneos Wealth Management Inc. 245 $7K — +0.0% 21Q SEC ↗
31 NewEdge Advisors, LLC 200 $6K -4 -2.0% 15Q SEC ↗
32 Integrated Wealth Concepts LLC NEW 197 $6K — +0.0% 1Q SEC ↗
33 TSFG, LLC 183 $5K — +0.0% 16Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 120 $3K — +0.0% 17Q SEC ↗
35 Godfrey Financial Associates, Inc. 100 $3K — +0.0% 3Q SEC ↗
36 PlanVest Financial, Inc 100 $3K — +0.0% 2Q SEC ↗
37 Fourth Dimension Wealth, LLC 100 $3K — +0.0% 2Q SEC ↗
38 THOMPSON INVESTMENT MANAGEMENT, INC. 59 $2K — +0.0% 3Q SEC ↗
39 FMR LLC 44 $1K -125 -74.0% 2Q SEC ↗
40 Global Retirement Partners, LLC NEW 40 $1K — +0.0% 1Q SEC ↗
41 WOLFF WIESE MAGANA LLC 37 $1K — +0.0% 5Q SEC ↗
42 Financial Management Professionals, In 25 $1K — +0.0% 12Q SEC ↗
43 Cassaday & Co Wealth Management LLC 20 $1K — +0.0% 2Q SEC ↗
44 Bear Mountain Capital, Inc. NEW 15 $0K — +0.0% 1Q SEC ↗
45 COMPASS FINANCIAL MANAGEMENT LLC NEW 13 $0K — +0.0% 1Q SEC ↗
46 Ashton Thomas Private Wealth, LLC 10 $0K — +0.0% 2Q SEC ↗
47 NATIONAL BANK OF CANADA /FI 9 $0K +2 +28.6% 4Q SEC ↗
48 Qube Research & Technologies Ltd 3 $0K -80 -96.4% 8Q SEC ↗
49 Blue Trust, Inc. 3 $0K — +0.0% 2Q SEC ↗
50 FIFTH THIRD BANCORP NEW 1 $0K — +0.0% 1Q SEC ↗
Biggest Increases (15)
HolderAddedChange %Total Shares
CIBC Bancorp USA Inc. +83,080 +6.0% 1,474,997
Wealthfront Advisers LLC +10,715 +11.0% 107,745
BANK OF AMERICA CORP /DE +7,424 +11.8% 70,133
WELLS FARGO & COMPANY/MN +6,032 +43.6% 19,864
ROYAL BANK OF CANADA +5,746 +384.3% 7,241
D. E. Shaw & Co., Inc. +4,113 +11.5% 39,824
MORGAN STANLEY +2,873 +15.7% 21,135
LaSalle St. Investment Advisors, LL +1,785 +28.3% 8,103
UBS Group AG +1,774 +15.5% 13,209
OSAIC HOLDINGS, INC. +1,473 +329.5% 1,920
Cetera Investment Advisers +1,440 +22.8% 7,763
WAYSTONE ADVISORS LLC +1,175 +6.9% 18,204
US BANCORP \DE +867 +12.0% 8,109
LPL Financial LLC +77 +0.4% 20,275
NATIONAL BANK OF CANADA /FI +2 +28.6% 9
Biggest Decreases (9)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -29,176 -71.7% 11,520
SUSQUEHANNA INTERNATIONAL GROUP, LL -6,283 -20.8% 23,996
GOLDMAN SACHS GROUP INC -4,263 -4.1% 100,000
NORTHWESTERN MUTUAL WEALTH MANAGEME -2,366 -11.3% 18,590
Focus Partners Wealth -2,080 -5.6% 35,121
Farther Finance Advisors, LLC -671 -69.6% 293
FMR LLC -125 -74.0% 44
Qube Research & Technologies Ltd -80 -96.4% 3
NewEdge Advisors, LLC -4 -2.0% 200

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms