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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
EBA
301
Eagle Bay Advisors
New York
$2K
JWM
302
Janiczek Wealth Management
Colorado
$2K
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$53.5K -636 -98%
AIM
304
Arcadia Investment Management
Michigan
$1K
BFO
305
Biltmore Family Office
North Carolina
$1K
FMP
306
Financial Management Professionals
Texas
$1K
LC
307
Lindbrook Capital
California
$1K
MA
308
Montag & Associates
Georgia
$1K
WIM
309
Westside Investment Management
California
$700
Citadel Advisors
310
Citadel Advisors
Florida
-$15.2M -181,103 Closed
GKWIM
311
Gerber Kawasaki Wealth & Investment Management
California
-$13.7M -153,200 Closed
MWNA
312
Marshall Wace North America
New York
-$10.8M -120,932 Closed
NEIRG
313
New England Investment & Retirement Group
Massachusetts
-$7.86M -87,994 Closed
BFA
314
Brendel Financial Advisors
New Hampshire
-$5.69M -63,722 Closed
PCMM
315
Piedmont Capital Management (Montana)
Montana
-$5.17M -59,136 Closed
MCL
316
MIK Capital LP
New York
-$4.14M -46,402 Closed
FA
317
Forefront Analytics
Pennsylvania
-$3.87M -43,277 Closed
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
-$2.9M -32,415 Closed
MWM
319
Merriman Wealth Management
Washington
-$2.82M -31,557 Closed
FCM
320
Fortis Capital Management
Washington
-$2.14M -24,000 Closed
AGM
321
Alpine Global Management
New York
-$1.61M -18,053 Closed
BCM
322
BlueCrest Capital Management
Jersey
-$1.58M -17,732 Closed
EDRH
323
Edmond de Rothschild Holding
Switzerland
-$1.51M -16,885 Closed
HCM
324
Harvey Capital Management
Florida
-$1.5M -16,743 Closed
CM
325
Columbus Macro
Pennsylvania
-$1.41M -15,825 Closed