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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
MWM
276
Mascoma Wealth Management
New Hampshire
$15K +$16.2K +192 New
JWA
277
JFS Wealth Advisors
Pennsylvania
$14K +$14.6K +173 New
HNB
278
Huntington National Bank
Ohio
$13K
S
279
SignatureFD
Georgia
$12K -$44.9K -534 -78%
Fidelity Investments
280
Fidelity Investments
Massachusetts
$12K -$11.2K -133 -47%
PPWM
281
PFG Private Wealth Management
Florida
$12K +$12.2K +145 New
RFWA
282
RPg Family Wealth Advisory
Massachusetts
$12K
KFI
283
Key Financial Inc
Pennsylvania
$11K
1IA
284
1834 Investment Advisors
Wisconsin
$10K
LWA
285
Lowe Wealth Advisors
Maryland
$9K +$9.68K +115 New
JCM
286
Jacobi Capital Management
Pennsylvania
$8K -$12.6K -150 -61%
FWM
287
Focused Wealth Management
New York
$8K
GWS
288
Glassman Wealth Services
Virginia
$8K
WQ
289
Wealth Quarterback
New Jersey
$8K
AWM
290
Avior Wealth Management
Nebraska
$8K +$5.05K +60 +133%
FBT
291
First Bank & Trust
South Dakota
$7K
MFA
292
McClarren Financial Advisors
Pennsylvania
$7K
WT
293
Washington Trust
Rhode Island
$6K -$8.42K -100 -57%
SWA
294
SOA Wealth Advisors
New York
$6K
APWA
295
Atlas Private Wealth Advisors
New Jersey
$4K
BWA
296
BDO Wealth Advisors
Florida
$4K
GAM
297
Gemmer Asset Management
California
$4K +$4.21K +50 New
ASBI
298
American State Bank (Iowa)
Iowa
$3.2K
LWP
299
Laurel Wealth Planning
Minnesota
$3K
AIC
300
Archer Investment Corporation
Indiana
$2.64K -$16.2K -193 -85%