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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
NSIM
251
North Star Investment Management
Illinois
$29K +$14.7K +175 +91%
Optiver Holding
252
Optiver Holding
Netherlands
$29K +$30.4K +361 New
CCM
253
Covington Capital Management
California
$28K
MCM
254
MV Capital Management
Maryland
$28K
RCA
255
Ranch Capital Advisors
Florida
$28K
SW
256
SVB Wealth
Massachusetts
$28K
PCFFS
257
Pacific Center for Financial Services
California
$27K
PP
258
Pacifica Partners
Canada
$26K
BFEC
259
Benjamin F. Edwards & Company
Missouri
$24K
LWM
260
Liberty Wealth Management
California
$23K -$84 -1 -0.4%
RAM
261
Riggs Asset Management
Pennsylvania
$23K +$8.25K +98 +51%
CA
262
Clearstead Advisors
Ohio
$22K
TFGT
263
TS Financial Group (TSFG)
Illinois
$21K
RG
264
Retirement Group
California
$20K
FCB
265
First Command Bank
Texas
$19K
FCFS
266
First Command Financial Services
Texas
$19K
WBC
267
West Branch Capital
Massachusetts
$19K
SFPG
268
Stonebridge Financial Planning Group
Florida
$17K
CIR
269
Clear Investment Research
Georgia
$16K
CPFP
270
Clear Perspectives Financial Planning
Ohio
$16K
FPFS
271
First Personal Financial Services
North Carolina
$16K
FRA
272
Front Row Advisors
California
$16K
SIAP
273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
IRC
274
Investors Research Corp
Georgia
$16K +$16.8K +200 New
BDWM
275
Brewin Dolphin Wealth Management
Ireland
$16K