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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
BFC
326
Bedel Financial Consulting
Indiana
$5K -$244 -3 -5%
APWA
327
Atlas Private Wealth Advisors
New Jersey
$5K
ACM
328
Anfield Capital Management
California
$5K +$4.15K +51 New
AWM
329
Avior Wealth Management
Nebraska
$4K
BWA
330
BDO Wealth Advisors
Florida
$4K
ASBI
331
American State Bank (Iowa)
Iowa
$3.57K +$3.25K +40 New
AWA
332
Arkadios Wealth Advisors
Georgia
$3K
LWP
333
Laurel Wealth Planning
Minnesota
$3K
EBA
334
Eagle Bay Advisors
New York
$3K +$2.44K +30 New
JWM
335
Janiczek Wealth Management
Colorado
$2K
FMP
336
Financial Management Professionals
Texas
$2K +$1.46K +18 New
BFO
337
Biltmore Family Office
North Carolina
$1K
LC
338
Lindbrook Capital
California
$1K
MA
339
Montag & Associates
Georgia
$1K
AIM
340
Arcadia Investment Management
Michigan
$1K +$1.22K +15 New
WIM
341
Westside Investment Management
California
$782
MF
342
Magnetar Financial
Illinois
$389 +$354K +4,350 New
PWS
343
Paragon Wealth Strategies
Florida
-$12.3M -134,516 Closed
PF
344
Phoenix Financial
Israel
-$10.6M -115,180 Closed
Millennium Management
345
Millennium Management
New York
-$3.89M -42,392 Closed
MWM
346
Meridian Wealth Management
Kentucky
-$3.26M -35,511 Closed
PS
347
Portfolio Strategies
New York
-$3.2M -34,919 Closed
IUHSA
348
Itau Unibanco Holding S.A.
Brazil
-$2.05M -22,300 Closed
MCM
349
Moore Capital Management
New York
-$1.74M -19,000 Closed
E
350
Ergoteles
New York
-$1.51M -16,487 Closed