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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
IFAM
251
Institutional & Family Asset Management
Colorado
$78K
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$78K
CAAS
253
Capital Asset Advisory Services
Michigan
$76K -$5.13K -63 -7%
CCM
254
Cribstone Capital Management
Maine
$76K
CLOS
255
Compagnie Lombard Odier SCmA
Switzerland
$74K +$67.5K +830 New
GWM
256
Geneos Wealth Management
Colorado
$73K -$101K -1,243 -60%
TCWA
257
Ten Capital Wealth Advisors
Washington
$73K
GTAM
258
Global Trust Asset Management
Florida
$72K -$236K -2,901 -78%
HPC
259
HM Payson & Co
Maine
$71K
Franklin Resources
260
Franklin Resources
California
$69K
TWM
261
Tradition Wealth Management
Minnesota
$63K -$163 -2 -0.3%
CCC
262
Crescent Capital Consulting
Louisiana
$63K +$56.9K +700 New
BW
263
Bison Wealth
Georgia
$61K -$1.63K -20 -3%
S
264
SignatureFD
Georgia
$61K +$45.1K +554 +426%
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$4.07K +50 +8%
CA
266
CastleArk Alternatives
Illinois
$57K -$51.8K -637 -50%
SC
267
Solstein Capital
California
$54K -$11.6K -142 -19%
CFD
268
Creative Financial Designs
Indiana
$54K +$49K +602 New
TFS
269
TrustCore Financial Services
Tennessee
$50K -$5.69K -70 -11%
PG
270
Proffitt & Goodson
Tennessee
$49K -$6.26K -77 -12%
LFG
271
Larson Financial Group
Missouri
$48K +$11.5K +141 +36%
SCA
272
Stonebridge Capital Advisors
Minnesota
$48K +$21.5K +264 +100%
BMD
273
Better Money Decisions
New Mexico
$45K +$40.7K +500 New
FCA
274
FinTrust Capital Advisors
South Carolina
$41K
POIA
275
Pin Oak Investment Advisors
Texas
$40K