We are live on ! Find out more
TAN icon

Invesco Solar ETF

307 hedge funds and large institutions have $1.02B invested in Invesco Solar ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

1.5% more ownership

Funds ownership: 32.58%34.09% (+1.5%)

10% less funds holding

Funds holding: 340307 (-33)

12% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$134M)

23% less call options, than puts

Call options by funds: $226M | Put options by funds: $293M

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
-33
Holders Change %
-9.71%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
106
Reduced
87
Closed
52
Calls
$226M
Puts
$293M
Net Calls
-$67.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$69K +$2.36K +28 +3%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$67K
CAAS
228
Capital Asset Advisory Services
Michigan
$65K -$2.95K -35 -4%
TCWA
229
Ten Capital Wealth Advisors
Washington
$65K
Franklin Resources
230
Franklin Resources
California
$62K
CCC
231
Crescent Capital Consulting
Louisiana
$56K
TWM
232
Tradition Wealth Management
Minnesota
$56K
ACM
233
Antonetti Capital Management
Florida
$55K +$58K +689 New
GTAM
234
Global Trust Asset Management
Florida
$48K -$16.8K -200 -25%
SC
235
Solstein Capital
California
$48K
AIC
236
Ayalon Insurance Company
Israel
$45K -$263K -3,130 -85%
TFS
237
TrustCore Financial Services
Tennessee
$45K
PG
238
Proffitt & Goodson
Tennessee
$44K
IF
239
Ironwood Financial
Arizona
$43K +$24.8K +295 +121%
LFG
240
Larson Financial Group
Missouri
$41K -$1.77K -21 -4%
CFD
241
Creative Financial Designs
Indiana
$40K -$8.42K -100 -17%
BW
242
Bison Wealth
Georgia
$38K -$17.9K -213 -31%
POIA
243
Pin Oak Investment Advisors
Texas
$36K
JAWM
244
J. Arnold Wealth Management
Ohio
$36K +$37.9K +450 New
WWMSC
245
Wagner Wealth Management (South Carolina)
South Carolina
$35K -$6.9K -82 -19%
WTC
246
WhitTier Trust Company
Nevada
$35K
JFA
247
JNBA Financial Advisors
Minnesota
$33K
TRCT
248
Tower Research Capital (TRC)
New York
$31K +$32.5K +386 New
SCA
249
Stonebridge Capital Advisors
Minnesota
$30K -$13K -154 -29%
RBC
250
Roble Belko & Company
Pennsylvania
$30K