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Invesco Solar ETF

331 hedge funds and large institutions have $905M invested in Invesco Solar ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $274M | Put options by funds: $206M

8% more funds holding

Funds holding: 307331 (+24)

0.92% less ownership

Funds ownership: 34.09%33.17% (-0.92%)

11% less capital invested

Capital invested by funds: $1.02B → $905M (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 105

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
81
Reduced
105
Closed
38
Calls
$274M
Puts
$206M
Net Calls
+$68.3M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
251
Crescent Capital Consulting
Louisiana
$54K
ACM
252
Antonetti Capital Management
Florida
$53K
GTAM
253
Global Trust Asset Management
Florida
$46K
AIC
254
Ayalon Insurance Company
Israel
$43K
TFS
255
TrustCore Financial Services
Tennessee
$43K
PG
256
Proffitt & Goodson
Tennessee
$41K -$1.84K -21 -4%
WTC
257
WhitTier Trust Company
Nevada
$34K
POIA
258
Pin Oak Investment Advisors
Texas
$33K -$1.49K -17 -4%
SCA
259
Stonebridge Capital Advisors
Minnesota
$33K +$4.38K +50 +13%
JFA
260
JNBA Financial Advisors
Minnesota
$32K
CT
261
Cambridge Trust
Massachusetts
$31K +$35.1K +400 New
RBC
262
Roble Belko & Company
Pennsylvania
$29K
CCM
263
Covington Capital Management
California
$27K
MCM
264
MV Capital Management
Maryland
$27K
WWMSC
265
Wagner Wealth Management (South Carolina)
South Carolina
$27K
FPFS
266
First Personal Financial Services
North Carolina
$27K +$13.1K +150 +77%
PCFFS
267
Pacific Center for Financial Services
California
$26K
Fidelity Investments
268
Fidelity Investments
Massachusetts
$26K +$17.3K +197 +131%
ZIG
269
Zullo Investment Group
Pennsylvania
$25K +$28.5K +325 New
HS
270
Horan Securities
United States
$24K +$26.9K +307 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$23K
PP
272
Pacifica Partners
Canada
$23K
MCC
273
Money Concepts Capital
Florida
$23K +$25.9K +295 New
CA
274
CoreCap Advisors
Michigan
$23K +$25.9K +296 New
BWM
275
BerganKDV Wealth Management
Minnesota
$23K +$26.3K +300 New