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Invesco Solar ETF

340 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 81

11% more funds holding

Funds holding: 307340 (+33)

8% more capital invested

Capital invested by funds: $1.06B → $1.15B (+$89.9M)

1.18% more ownership

Funds ownership: 31.4%32.58% (+1.2%)

15% less call options, than puts

Call options by funds: $288M | Put options by funds: $340M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
80
Increased
116
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Albion Financial Group
Utah
$216K +$197K +2,420 New
LA
227
LexAurum Advisors
Kansas
$216K +$197K +2,422 New
CPC
228
Cookson Peirce & Co
Pennsylvania
$212K
JPLA
229
Joseph P. Lucia & Associates
New York
$211K +$54K +664 +39%
SIC
230
Salem Investment Counselors
North Carolina
$211K +$119K +1,460 +162%
DAS
231
Dynamic Advisor Solutions
Arizona
$210K +$191K +2,350 New
HIC
232
Holderness Investments Company
North Carolina
$207K +$188K +2,316 New
EGWAG
233
Elwood & Goetz Wealth Advisory Group
Georgia
$204K +$185K +2,279 New
USGIU
234
U.S. Global Investors (USGI)
Texas
$197K +$179K +2,200 New
AF
235
Advisornet Financial
Minnesota
$174K
VanEck Associates
236
VanEck Associates
New York
$153K +$139K +1,710 New
GRP
237
Global Retirement Partners
California
$129K -$22.9K -281 -16%
PCG
238
Private Capital Group
Connecticut
$129K
EW
239
Evoke Wealth
California
$116K +$106K +1,300 New
PGAM
240
Princeton Global Asset Management
New Jersey
$110K -$24.4K -300 -20%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$110K -$2.6K -32 -3%
CCA
242
Catalyst Capital Advisors
New York
$109K +$99.2K +1,220 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$108K +$26.8K +330 +37%
AWM
244
Activest Wealth Management
Florida
$104K +$24.5K +301 +35%
DI
245
Disciplined Investments
Oklahoma
$100K +$90.8K +1,116 New
AAP
246
Arax Advisory Partners
Colorado
$92K +$84.2K +1,035 New
1832 Asset Management
247
1832 Asset Management
Ontario, Canada
$89K
ARMC
248
American Research & Management Company
Massachusetts
$89K +$7.08K +87 +10%
SBL
249
Sargent Bickham Lagudis
Colorado
$82K
MFG
250
Monumental Financial Group
Maryland
$79K +$72K +885 New