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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
WWMSC
251
Wagner Wealth Management (South Carolina)
South Carolina
$48K +$55.1K +524 New
FCA
252
FinTrust Capital Advisors
South Carolina
$42K
POIA
253
Pin Oak Investment Advisors
Texas
$41K
WTC
254
WhitTier Trust Company
Nevada
$40K
SFSIG
255
San Francisco Sentry Investment Group
California
$39K -$64.6K -615 -59%
JFA
256
JNBA Financial Advisors
Minnesota
$38K
LFG
257
Larson Financial Group
Missouri
$36K +$41.7K +397 New
JCM
258
Jacobi Capital Management
Pennsylvania
$34K -$11.5K -109 -23%
RBC
259
Roble Belko & Company
Pennsylvania
$34K
CCM
260
Covington Capital Management
California
$32K
RCA
261
Ranch Capital Advisors
Florida
$32K
SW
262
SVB Wealth
Massachusetts
$32K +$37.5K +357 New
PCFFS
263
Pacific Center for Financial Services
California
$31K +$3.15K +30 +10%
SIS
264
Sound Income Strategies
Florida
$30.9K +$35.4K +337 New
LWM
265
Liberty Wealth Management
California
$29K
TFGT
266
TS Financial Group (TSFG)
Illinois
$24K +$27.3K +260 New
SCA
267
Stonebridge Capital Advisors
Minnesota
$24K +$27.7K +264 New
CA
268
Clearstead Advisors
Ohio
$23K
RG
269
Retirement Group
California
$23K
WT
270
Washington Trust
Rhode Island
$23K +$25.7K +245 New
IF
271
Ironwood Financial
Arizona
$22K +$420 +4 +2%
PP
272
Pacifica Partners
Canada
$22K +$5.25K +50 +25%
AIC
273
Archer Investment Corporation
Indiana
$20.7K +$10.9K +104 +85%
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$18K -$59.9K -570 -74%
FPFS
275
First Personal Financial Services
North Carolina
$18K