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Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
226
RMR Wealth Builders
New Jersey
$140K +$160K +1,522 New
PCG
227
Private Capital Group
Connecticut
$133K
CA
228
CastleArk Alternatives
Illinois
$117K -$2.13M -20,305 -94%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$115K +$68.3K +650 +107%
1832 Asset Management
230
1832 Asset Management
Ontario, Canada
$92K
SBL
231
Sargent Bickham Lagudis
Colorado
$85K +$2.21K +21 +2%
CAAS
232
Capital Asset Advisory Services
Michigan
$84K +$15.9K +151 +20%
ARMC
233
American Research & Management Company
Massachusetts
$84K +$96.1K +914 New
SIC
234
Salem Investment Counselors
North Carolina
$83K +$94.6K +900 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$81K +$74.8K +712 +416%
IFAM
236
Institutional & Family Asset Management
Colorado
$80K -$11K -105 -11%
KTC
237
Kistler-Tiffany Companies
Pennsylvania
$80K +$92K +875 New
AWM
238
Activest Wealth Management
Florida
$79K +$90.5K +861 New
CCM
239
Cribstone Capital Management
Maine
$78K -$26.3K -250 -23%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$77K +$88.6K +843 New
TCWA
241
Ten Capital Wealth Advisors
Washington
$74K +$43.6K +415 +104%
HPC
242
HM Payson & Co
Maine
$73K
Franklin Resources
243
Franklin Resources
California
$71K
SC
244
Solstein Capital
California
$69K +$78.5K +747 New
TWM
245
Tradition Wealth Management
Minnesota
$65K +$14K +133 +23%
BW
246
Bison Wealth
Georgia
$65K +$25.2K +240 +52%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$61K -$52.5K -500 -43%
PG
248
Proffitt & Goodson
Tennessee
$58K -$15.8K -150 -19%
TFS
249
TrustCore Financial Services
Tennessee
$58K +$5.78K +55 +10%
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$61.6K +586 +4,508%