We are live on ! Find out more
TAN icon

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
CIR
301
Clear Investment Research
Georgia
$18K
SIAP
302
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$16.3K +200 New
BDWM
303
Brewin Dolphin Wealth Management
Ireland
$17.9K +$16.3K +200 New
RAM
304
Riggs Asset Management
Pennsylvania
$17K -$127K -1,564 -89%
SFSIG
305
San Francisco Sentry Investment Group
California
$17K -$19.5K -240 -56%
CPFP
306
Clear Perspectives Financial Planning
Ohio
$17K
FPFS
307
First Personal Financial Services
North Carolina
$17K
NSIM
308
North Star Investment Management
Illinois
$17K +$6.91K +85 +79%
WT
309
Washington Trust
Rhode Island
$16K -$5.69K -70 -29%
FRA
310
Front Row Advisors
California
$16K
SFPG
311
Stonebridge Financial Planning Group
Florida
$16K +$8.13K +100 +133%
HNB
312
Huntington National Bank
Ohio
$15K
RFWA
313
RPg Family Wealth Advisory
Massachusetts
$13.4K +$12.2K +150 New
HS
314
Horan Securities
United States
$12K
KFI
315
Key Financial Inc
Pennsylvania
$12K +$11K +135 New
1IA
316
1834 Investment Advisors
Wisconsin
$11K +$9.76K +120 New
RDWM
317
Red Door Wealth Management
Tennessee
$11K +$10.1K +124 New
GFP
318
Gryphon Financial Partners
Ohio
$11K +$10.2K +125 New
GWS
319
Glassman Wealth Services
Virginia
$9K
FWM
320
Focused Wealth Management
New York
$9K +$8.13K +100 New
WQ
321
Wealth Quarterback
New Jersey
$9K +$8.13K +100 New
FBT
322
First Bank & Trust
South Dakota
$8K -$488 -6 -6%
MFA
323
McClarren Financial Advisors
Pennsylvania
$8K
SWA
324
SOA Wealth Advisors
New York
$7K
FPW
325
Flagship Private Wealth
Massachusetts
$5.09K