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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
AWA
301
Arkadios Wealth Advisors
Georgia
$3K
LWP
302
Laurel Wealth Planning
Minnesota
$3K
JWM
303
Janiczek Wealth Management
Colorado
$2K
EP
304
Eudaimonia Partners
Tennessee
$2K +$2.31K +22 New
MA
305
Montag & Associates
Georgia
$1K +$736 +7 New
LC
306
Lindbrook Capital
California
$1K +$1.16K +11 +550%
BFO
307
Biltmore Family Office
North Carolina
$1K +$1.58K +15 New
WIM
308
Westside Investment Management
California
$803 -$28.9K -275 -3%
PIM
309
Parker Investment Management
California
-$16.3M -158,757 Closed
CAIMH
310
Central Asset Investments & Management Holdings
Hong Kong
-$11.8M -115,155 Closed
GCM
311
Graham Capital Management
Connecticut
-$7.07M -68,800 Closed
BFA
312
Brendel Financial Advisors
New Hampshire
-$6.74M -65,538 Closed
MFS
313
Mirabella Financial Services
United Kingdom
-$4.12M -40,089 Closed
OMC
314
Old Mission Capital
Illinois
-$3.47M -33,745 Closed
PCM
315
Prelude Capital Management
New York
-$2.39M -22,737 Closed
ECM
316
ExodusPoint Capital Management
New York
-$1.9M -18,500 Closed
Citadel Advisors
317
Citadel Advisors
Florida
-$1.85M -17,581 Closed
CF
318
Centaurus Financial
California
-$1.31M -12,780 Closed
CCM
319
Ciovacco Capital Management
Georgia
-$1.29M -12,592 Closed
NA
320
NewEdge Advisors
Louisiana
-$1.03M -9,983 Closed
Marshall Wace
321
Marshall Wace
United Kingdom
-$912K -8,874 Closed
DAS
322
Dynamic Advisor Solutions
Arizona
-$881K -8,573 Closed
PA
323
Parkside Advisors
California
-$789K -7,675 Closed
DS
324
DRW Securities
Illinois
-$700K -6,808 Closed
FI
325
FormulaFolio Investments
Michigan
-$692K -6,736 Closed