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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
CF
326
Centaurus Financial
California
-$1.41M -15,759 Closed
KWM
327
Kingsview Wealth Management
Oregon
-$950K -10,762 Closed
Squarepoint
328
Squarepoint
New York
-$884K -9,900 Closed
GWA
329
GGM Wealth Advisors
Maryland
-$784K -9,726 Closed
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
-$814K -9,115 Closed
SWA
331
Stratos Wealth Advisors
Ohio
-$704K -7,881 Closed
II
332
Ibex Investors
Colorado
-$697K -7,800 Closed
TC
333
Tatro Capital
Kentucky
-$681K -7,629 Closed
JWCA
334
J.W. Cole Advisors
Florida
-$578K -6,469 Closed
JGC
335
J. Goldman & Co
New York
-$536K -6,000 Closed
ASFA
336
All Season Financial Advisors
Colorado
-$474K -5,303 Closed
GIA
337
Gladstone Institutional Advisory
Florida
-$444K -4,967 Closed
CGIM
338
Cannon Global Investment Management
Florida
-$393K -4,400 Closed
MF
339
Magnetar Financial
Illinois
-$389 -4,350 Closed
LFAS
340
Level Four Advisory Services
Texas
-$344K -3,847 Closed
IC
341
IEQ Capital
California
-$285K -3,196 Closed
AG
342
Appleton Group
Wisconsin
-$284K -3,175 Closed
Brown Advisory
343
Brown Advisory
Maryland
-$282K -3,152 Closed
GSC
344
Ground Swell Capital
South Carolina
-$262K -2,928 Closed
Baird Financial Group
345
Baird Financial Group
Wisconsin
-$260K -2,914 Closed
DAM
346
Derbend Asset Management
Georgia
-$223K -2,500 Closed
CPC
347
Cookson Peirce & Co
Pennsylvania
-$212K -2,375 Closed
HIC
348
Holderness Investments Company
North Carolina
-$207K -2,316 Closed
EGWAG
349
Elwood & Goetz Wealth Advisory Group
Georgia
-$204K -2,279 Closed
USGIU
350
U.S. Global Investors (USGI)
Texas
-$197K -2,200 Closed