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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
WWMSC
276
Wagner Wealth Management (South Carolina)
South Carolina
$39K -$6.91K -85 -16%
WTC
277
WhitTier Trust Company
Nevada
$39K
FFG
278
Ford Financial Group
California
$38K +$34.7K +427 New
JFA
279
JNBA Financial Advisors
Minnesota
$37K
RBC
280
Roble Belko & Company
Pennsylvania
$33K
CCM
281
Covington Capital Management
California
$31K
RCA
282
Ranch Capital Advisors
Florida
$31K
SW
283
SVB Wealth
Massachusetts
$31K
MCM
284
MV Capital Management
Maryland
$31K +$28.5K +350 New
PCFFS
285
Pacific Center for Financial Services
California
$30K
PP
286
Pacifica Partners
Canada
$28K +$6.1K +75 +30%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$26K -$110K -1,350 -82%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$26K -$30.9K -380 -57%
SB
289
Strategic Blueprint
Georgia
$26K +$24K +295 New
LWM
290
Liberty Wealth Management
California
$25K +$1.46K +18 +7%
CA
291
Clearstead Advisors
Ohio
$25K +$2.03K +25 +10%
TFGT
292
TS Financial Group (TSFG)
Illinois
$23K
JCM
293
Jacobi Capital Management
Pennsylvania
$22K -$9.76K -120 -33%
IF
294
Ironwood Financial
Arizona
$22K
RG
295
Retirement Group
California
$22K
FCB
296
First Command Bank
Texas
$22K +$19.8K +243 New
FCFS
297
First Command Financial Services
Texas
$22K +$19.8K +243 New
WBC
298
West Branch Capital
Massachusetts
$21K +$19.4K +239 New
AIC
299
Archer Investment Corporation
Indiana
$20.2K
PSIWM
300
Paradigm Strategies in Wealth Management
Minnesota
$20K +$18.6K +229 New