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Invesco Solar ETF

301 hedge funds and large institutions have $1.22B invested in Invesco Solar ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

813% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

123% more capital invested

Capital invested by funds: $549M → $1.22B (+$675M)

66% more funds holding

Funds holding: 181301 (+120)

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

3% less ownership

Funds ownership: 36.87%33.87% (-3%)

42% less call options, than puts

Call options by funds: $222M | Put options by funds: $382M

Holders
301
Holders Change
+120
Holders Change %
+66.3%
% of All Funds
5.33%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
137
Increased
79
Reduced
56
Closed
15
Calls
$222M
Puts
$382M
Net Calls
-$160M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
251
TrustCore Financial Services
Tennessee
$59K +$2.16K +27 +5%
TWM
252
Tradition Wealth Management
Minnesota
$59K +$45.6K +570 New
JCM
253
Jacobi Capital Management
Pennsylvania
$49K +$38K +475 New
BW
254
Bison Wealth
Georgia
$48K +$37.2K +465 New
FCA
255
FinTrust Capital Advisors
South Carolina
$47K
POIA
256
Pin Oak Investment Advisors
Texas
$46K +$35.9K +448 New
WTC
257
WhitTier Trust Company
Nevada
$45K
JFA
258
JNBA Financial Advisors
Minnesota
$42K
TCWA
259
Ten Capital Wealth Advisors
Washington
$41K +$31.9K +398 New
CWC
260
Carolinas Wealth Consulting
North Carolina
$41K +$32K +400 New
FCH
261
Freestone Capital Holdings
Washington
$40K +$31.1K +389 New
RBC
262
Roble Belko & Company
Pennsylvania
$38K
RCA
263
Ranch Capital Advisors
Florida
$36K -$8.01K -100 -22%
CCM
264
Covington Capital Management
California
$36K
PCFFS
265
Pacific Center for Financial Services
California
$32K +$24.8K +310 New
BFEC
266
Benjamin F. Edwards & Company
Missouri
$29K -$320 -4 -1%
LWM
267
Liberty Wealth Management
California
$29K +$21.4K +267 New
CA
268
Clearstead Advisors
Ohio
$26K
IF
269
Ironwood Financial
Arizona
$25K +$19.1K +239 New
HS
270
Horan Securities
United States
$25K +$19.9K +248 New
RG
271
Retirement Group
California
$25K +$20K +250 New
PP
272
Pacifica Partners
Canada
$21K
FPFS
273
First Personal Financial Services
North Carolina
$20K
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$18K +$13.7K +171 New
HNB
275
Huntington National Bank
Ohio
$17K