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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
CIR
276
Clear Investment Research
Georgia
$18K +$4.62K +44 +29%
CPFP
277
Clear Perspectives Financial Planning
Ohio
$18K +$9.98K +95 +95%
MWM
278
Mascoma Wealth Management
New Hampshire
$18K +$20.2K +192 New
FRA
279
Front Row Advisors
California
$18K +$21K +200 New
HNB
280
Huntington National Bank
Ohio
$15K
HS
281
Horan Securities
United States
$12K -$11.8K -112 -45%
S
282
SignatureFD
Georgia
$12K +$3.15K +30 +30%
RIA
283
RPG Investment Advisory
California
$11K -$2.63K -25 -17%
GAM
284
Grandview Asset Management
Pennsylvania
$11K +$12.6K +120 New
MIH
285
Meitav Investment House
Israel
$10.7K +$11.8M +112,487 +2,791%
NSIM
286
North Star Investment Management
Illinois
$10K
FBT
287
First Bank & Trust
South Dakota
$9K -$4.83K -46 -33%
GWS
288
Glassman Wealth Services
Virginia
$9K
AFS
289
Annapolis Financial Services
Maryland
$9K +$10.5K +100 New
MFA
290
McClarren Financial Advisors
Pennsylvania
$8K
CAC
291
Certified Advisory Corp
Florida
$8K +$8.83K +84 New
SWA
292
SOA Wealth Advisors
New York
$7K
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$6K +$6.62K +63 New
SFPG
294
Stonebridge Financial Planning Group
Florida
$6K +$7.88K +75 New
FPW
295
Flagship Private Wealth
Massachusetts
$5.03K
APWA
296
Atlas Private Wealth Advisors
New Jersey
$5K
BFC
297
Bedel Financial Consulting
Indiana
$5K +$525 +5 +9%
VFA
298
Valeo Financial Advisors
Indiana
$5K +$5.25K +50 New
BWA
299
BDO Wealth Advisors
Florida
$4K +$4.62K +44 New
AWM
300
Avior Wealth Management
Nebraska
$4K +$4.73K +45 New