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Invesco Solar ETF

331 hedge funds and large institutions have $905M invested in Invesco Solar ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $274M | Put options by funds: $206M

8% more funds holding

Funds holding: 307331 (+24)

0.92% less ownership

Funds ownership: 34.09%33.17% (-0.92%)

11% less capital invested

Capital invested by funds: $1.02B → $905M (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 105

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
81
Reduced
105
Closed
38
Calls
$274M
Puts
$206M
Net Calls
+$68.3M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
Ahrens Investment Partners
Louisiana
$8K +$8.76K +100 New
MIFH
302
Migdal Insurance & Financial Holdings
Israel
$8K +$8.76K +100 New
AWA
303
Amplius Wealth Advisors
Pennsylvania
$8K +$9.73K +111 New
MFA
304
McClarren Financial Advisors
Pennsylvania
$7K +$88 +1 +1%
FBT
305
First Bank & Trust
South Dakota
$6K -$876 -10 -11%
WTA
306
Washington Trust Advisors
Massachusetts
$6K +$6.57K +75 New
DWMG
307
DB Wealth Management Group
California
$6K +$7.36K +84 New
SFPG
308
Stonebridge Financial Planning Group
Florida
$5K -$8.76K -100 -57%
SWA
309
SOA Wealth Advisors
New York
$4K -$1.58K -18 -22%
BA
310
Bellwether Advisors
Nebraska
$4K +$5.26K +60 New
ASBI
311
American State Bank (Iowa)
Iowa
$3.85K +$876 +10 +25%
BWA
312
BDO Wealth Advisors
Florida
$3K
LWP
313
Laurel Wealth Planning
Minnesota
$3K
CI
314
Carroll Investors
South Carolina
$3K +$3.5K +40 New
HNWAG
315
High Net Worth Advisory Group
Florida
$3K +$3.59K +41 New
CWM
316
CarsonAllaria Wealth Management
Illinois
$3K +$3.94K +45 New
JWM
317
Janiczek Wealth Management
Colorado
$2K
DHGWA
318
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.93K +22 New
CB
319
CNB Bank
Pennsylvania
$2K +$2.19K +25 New
AIM
320
Arcadia Investment Management
Michigan
$1K
BFO
321
Biltmore Family Office
North Carolina
$1K
FMP
322
Financial Management Professionals
Texas
$1K
MA
323
Montag & Associates
Georgia
$1K
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$1K
COCM
325
Charter Oak Capital Management
New Hampshire
$1K +$701 +8 New