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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
CIR
276
Clear Investment Research
Georgia
$16K +$12.2K +153 New
RIA
277
RPG Investment Advisory
California
$15K
FBT
278
First Bank & Trust
South Dakota
$14K -$4.72K -59 -30%
AIC
279
Archer Investment Corporation
Indiana
$12.5K +$9.77K +122 New
NSIM
280
North Star Investment Management
Illinois
$11K +$8.65K +108 New
BBHBI
281
B, B, H, & B Inc
Alabama
$10K +$8.01K +100 New
CPFP
282
Clear Perspectives Financial Planning
Ohio
$10K +$8.01K +100 New
GWS
283
Glassman Wealth Services
Virginia
$10K +$8.01K +100 New
S
284
SignatureFD
Georgia
$10K +$8.01K +100 New
CT
285
Clearstead Trust
Maine
$10K +$8.09K +101 New
SWA
286
SOA Wealth Advisors
New York
$9K +$6.49K +81 New
MFA
287
McClarren Financial Advisors
Pennsylvania
$9K +$7.21K +90 New
FPW
288
Flagship Private Wealth
Massachusetts
$6.3K +$4.56K +57 New
APWA
289
Atlas Private Wealth Advisors
New Jersey
$6K
KC
290
Kinloch Capital
Virginia
$6K +$4.56K +57 New
OIM
291
Oder Investment Management
California
$5K +$3.84K +48 New
BFC
292
Bedel Financial Consulting
Indiana
$5K +$4K +50 +1,667%
AF
293
Allworth Financial
California
$4K +$400 +5 +15%
LWP
294
Laurel Wealth Planning
Minnesota
$4K +$2.8K +35 New
AWA
295
Arkadios Wealth Advisors
Georgia
$4K +$3.2K +40 New
MIM
296
Merrion Investment Management
New Jersey
$4K +$3.2K +40 New
JWM
297
Janiczek Wealth Management
Colorado
$3K
FWM
298
Focused Wealth Management
New York
$3K +$2.4K +30 New
SIAG
299
Safeguard Investment Advisory Group
California
$2K +$1.84K +23 New
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$1K