Clean Energy ETF Sees Flows as Grid Buildout Hits Record

Core Insights - The U.S. clean energy industry achieved its strongest year on record for new installations in 2025, with annual clean power installations surpassing 50 GW for the first time, totaling 50,344 MW [1] - The ALPS Clean Energy ETF (ACES) gained 44.8% over the past year, reflecting the positive performance driven by the clean energy sector [1] - Clean energy accounted for over 90% of all new power capacity added to the U.S. grid in 2025, with solar leading the buildout at 49% of new capacity [1] Clean Energy Installations - Developers brought over 10 GW of utility-scale solar online in Q4 2025, contributing to the record total of operational clean power in the U.S., which reached 363,301 MW, enough to power over 79 million American homes [1] - The battery storage industry added 16,175 MW of new capacity in 2025, surpassing its previous record by 41% [1] Clean Energy Infrastructure Demand - Underlying demand for clean power remains high, with 187,514 MW of clean power projects reported as under construction or in advanced development by the end of 2025, marking an 8% increase from the previous year [1] - Texas led the construction pipeline with 17.7 GW of capacity, accounting for 22% of the total, while Arizona and California each had over 5 GW under construction [1] Investment Trends - ACES attracted $13.2 million in inflows over the past month, bringing its year-to-date inflows to $6.2 million, indicating strong investor interest in the clean energy sector [1] - The fund holds $114.3 million in assets under management and has a 0.55% expense ratio, with top holdings including Albemarle Corp., Enphase Energy Inc., Nextpower Inc., and Brookfield Renewable Partners [1]