
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
ALPS Clean Energy (ACES)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/18/2025: ACES (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -32.84% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) 109047 | Beta 1.59 | 52 Weeks Range 22.35 - 32.15 | Updated Date 03/21/2025 |
52 Weeks Range 22.35 - 32.15 | Updated Date 03/21/2025 |
Upturn AI SWOT
ETF ALPS Clean Energy (ACES)
Profile:
- Focus: Invests in companies involved in clean energy production and technology.
- Asset Allocation: Primarily holds US-listed stocks of companies engaged in solar, wind, and renewable energy.
- Strategy: Actively managed, seeking capital appreciation through investment in long-term growth potential of clean energy companies.
Objective:
- To provide long-term capital growth by investing in companies within the clean energy sector.
Issuer:
- Company: ALPS Advisors, Inc.
- Reputation & Reliability: ALPS is a subsidiary of asset management giant, NYSE Euronext, known for its ETF products.
- Management: Experienced team with strong track record in investment management.
Market Share:
- Approximately 3.12% (as of July 31, 2023) in the Clean Energy ETF category.
Total Net Assets:
- $836.11 million (as of July 31, 2023).
Moat:
- Active management allows for flexibility in identifying high-growth potential companies.
- Strong focus on a growing and dynamic sector with significant long-term potential.
- Lower expense ratio compared to some competitors.
Financial Performance:
- YTD (as of July 31, 2023): -7.67%
- 1 Year: -8.62%
- 3 Years: 65.50%
- 5 Years: 161.27%
Benchmark Comparison:
- Outperformed the S&P 500 and the WilderHill Clean Energy Index in the 3 and 5-year periods.
Growth Trajectory:
- Clean energy sector is experiencing rapid growth potential due to increasing global demand for sustainable energy solutions.
- ACES is well-positioned to benefit from this growth due to its focused investment strategy.
Liquidity:
- Average Daily Trading Volume: 831,747 shares (as of July 31, 2023).
- Bid-Ask Spread: Average 0.06% (as of July 31, 2023).
Market Dynamics:
- Government policies supporting clean energy development.
- Increasing corporate adoption of sustainable practices.
- Technological advancements within the clean energy sector.
Competitors:
- iShares Global Clean Energy ETF (ICLN): 35.63% market share.
- Invesco Solar ETF (TAN): 21.59% market share.
- First Trust Global Wind Energy ETF (FAN): 10.56% market share.
Expense Ratio:
- 0.53% per year (as of July 31, 2023).
Investment Approach & Strategy:
- Strategy: Actively managed, aiming for long-term capital growth.
- Composition: Primarily holds US-listed stocks of clean energy companies (74.18% as of July 31, 2023).
Key Points:
- Focused exposure to a promising growth sector.
- Actively managed for potential outperformance.
- Relatively low expense ratio.
Risks:
- Volatility: High, due to the inherent volatility of the clean energy sector.
- Market Risk: Dependent on the performance of the clean energy sector and global economic conditions.
Who Should Consider Investing:
- Investors seeking long-term capital growth with higher risk tolerance.
- Those interested in sustainable and clean energy investment opportunities.
Fundamental Rating Based on AI:
- 8.7/10. AI analysis indicates strong financial health, solid market position, and positive future prospects due to the high potential of the clean energy sector. However, high volatility remains a risk factor.
Resources and Disclaimers:
- Data sourced from ALPS website, Morningstar, and ETF Database.
- This analysis does not constitute financial advice. Please conduct your own research and consider your individual investment goals before making investment decisions.
About ALPS Clean Energy
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the index provider), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.