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ALPS Clean Energy ETF (ACES) Institutional Ownership

ALPS Clean Energy ETF logo
$34.13 0.00 (0.00%)
As of 07/2/2026 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)
16
Total
Institutional Inflows
(last 12 months)
$123.09M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.76M
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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
5/19/2026Bank of America Corp DE62,709$2.10M0.0%+99.8%1.766%
5/13/2026Cetera Investment Advisers6,323$212K0.0%N/A0.178%
5/5/2026Wealthfront Advisers LLC97,030$3.25M0.0%+2.2%2.733%
4/16/2026Waystone Advisors LLC17,029$571K0.5%+35.2%0.494%
2/23/2026Virtu Financial LLC11,845$384K0.0%N/A0.359%
2/18/2026Millennium Management LLC9,082$294K0.0%-85.8%0.275%
2/13/2026Kestra Advisory Services LLC1,880$61K0.0%N/A0.057%
2/13/2026Wells Fargo & Company MN14,184$460K0.0%-32.6%0.430%
2/12/2026Jane Street Group LLC31,077$1.01M0.0%+105.0%0.942%
2/12/2026CIBC Private Wealth Group LLC1,262,174$40.92M0.1%+10.8%38.248%
2/11/2026LPL Financial LLC19,416$629K0.0%-16.5%0.588%
2/10/2026Northwestern Mutual Wealth Management Co.20,868$677K0.0%-4.7%0.632%
2/9/2026Waystone Advisors LLC12,592$408K0.4%N/A0.382%
2/5/2026Northwestern Mutual Wealth Management Co.2,128,585$69.01M0.0%+9,621.8%64.503%
2/2/2026Advisors Preferred LLC1,144$39K0.0%-67.4%0.035%
1/30/2026Wealthfront Advisers LLC94,918$3.08M0.0%+0.5%2.876%
11/24/2025CIBC Private Wealth Group LLC1,139,622$36.40M0.1%+2.2%34.745%
11/21/2025CIBC Bancorp USA Inc.1,139,075$36.38M0.1%N/A34.728%
11/17/2025Susquehanna International Group LLP19,814$633K0.0%-43.5%0.604%
11/17/2025Northwestern Mutual Wealth Management Co.21,895$699K0.0%-43.6%0.668%
11/17/2025Millennium Management LLC63,818$2.04M0.0%N/A1.946%
11/17/2025Focus Partners Wealth29,001$926K0.0%-2.6%0.884%
11/17/2025Citadel Advisors LLC8,051$257K0.0%-53.4%0.245%
11/13/2025UBS Group AG24,896$795K0.0%+21.9%0.759%
11/10/2025Advisors Preferred LLC3,514$118K0.0%N/A0.107%
11/6/2025Wealthfront Advisers LLC94,434$3.02M0.0%-2.6%2.879%
8/15/2025Bank of America Corp DE33,999$877K0.0%+3.6%1.000%
8/14/2025Jane Street Group LLC96,969$2.50M0.0%N/A2.852%
8/14/2025Raymond James Financial Inc.3,720$96K0.0%N/A0.109%
8/13/2025Flow Traders U.S. LLC151,942$3.92M0.1%N/A4.469%
8/13/2025Northwestern Mutual Wealth Management Co.38,848$1.00M0.0%+9.3%1.143%
8/8/2025Smithfield Trust Co1,412$36K0.0%N/A0.042%
7/31/2025Wealthfront Advisers LLC96,922$2.50M0.0%+265.4%2.851%
7/31/2025Money Design Co. Ltd.50,373$1.30M0.1%-6.1%1.482%
7/16/2025TigerOak 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%
5/6/2025Blume Capital Management Inc.1,500$34K0.0%-57.1%0.040%
5/2/2025Wealthfront Advisers LLC26,525$608K0.0%-70.7%0.707%
4/28/2025Money Design Co. Ltd.53,628$1.23M0.1%+7.8%1.430%
2/18/2025GTS Securities LLC114,005$2.97M0.1%+371.8%1.541%
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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%
2/11/2025Lee Danner & Bass Inc.1,200$31K0.0%N/A0.016%
2/10/2025Blume Capital Management Inc.3,500$91K0.0%-12.5%0.047%
2/7/2025Wealthfront Advisers LLC138,803$3.61M0.0%+178.8%1.876%
1/30/2025TigerOak Management L.L.C.9,520$248K0.1%N/A0.129%
1/24/2025Tempus Wealth Planning LLC8,920$232K0.1%+10.8%0.121%
1/23/2025Money 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%
10/28/2024US Bancorp DE8,726$257K0.0%-25.6%0.118%
10/22/2024International 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%
1/25/2024International 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%
1/24/2024International 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%
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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%
10/24/2023Raymond James & Associates19,317$706K0.0%+1.8%0.183%
10/23/2023Ulland Investment Advisors LLC1,795$66K0.1%-36.2%0.017%
10/23/2023Commonwealth Equity Services LLC7,592$278K0.0%-36.2%0.072%
10/13/2023Dudley & 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%


ACES Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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 ($40.92M), CIBC Bancorp USA Inc. ($36.38M), Flow Traders U.S. LLC ($3.92M), Wealthfront Advisers LLC ($3.25M), GTS Securities LLC ($2.97M), and Bank of America Corp DE ($2.10M).Learn more on ALPS Clean Energy ETF's institutional investors.

Of the 27 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: Northwestern Mutual Wealth Management Co. ($2.13M), International Assets Investment Management LLC ($1.63M), CIBC Bancorp USA Inc. ($1.14M), Jane Street Group LLC ($205.62K), Millennium Management LLC ($179.70K), Flow Traders U.S. LLC ($172.81K), and Wealthfront Advisers LLC ($162.02K).

Institutional investors have bought a total of 3,880,765 shares in the last 24 months. This purchase volume represents approximately $123.09M in transactions.

Of the 11 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: Millennium Management LLC ($54.74K), Northwestern Mutual Wealth Management Co. ($17.98K), Susquehanna International Group LLP ($15.25K), Citadel Advisors LLC ($9.24K), Wells Fargo & Company MN ($6.86K), LPL Financial LLC ($3.85K), and Money Design Co. Ltd. ($3.26K).

Institutional investors have sold a total of 117,464 shares in the last 24 months. This volume of shares sold represents approximately $3.76M in transactions.


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This page (NYSEARCA:ACES) was last updated on 7/5/2026 by MarketBeat.com Staff.
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