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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
BCM
351
Brookstone Capital Management
Illinois
-$297K -3,373 Closed
KPWS
352
Kestra Private Wealth Services
Texas
-$267K -3,336 Closed
DA
353
DCM Advisors
New York
-$256K -3,207 Closed
DAS
354
Dynamic Advisor Solutions
Arizona
-$226K -2,827 Closed
CA
355
CastleArk Alternatives
Illinois
-$217K -2,720 Closed
PCA
356
Pallas Capital Advisors
Massachusetts
-$216K -2,223 Closed
GRP
357
Global Retirement Partners
California
-$113K -1,415 Closed
SC
358
Solstein Capital
California
-$48K -605 Closed
IF
359
Ironwood Financial
Arizona
-$43K -538 Closed
BW
360
Bison Wealth
Georgia
-$38K -472 Closed
JAWM
361
J. Arnold Wealth Management
Ohio
-$36K -450 Closed
SW
362
SVB Wealth
Massachusetts
-$28K -357 Closed
LWM
363
Liberty Wealth Management
California
-$23K -284 Closed
BDWM
364
Brewin Dolphin Wealth Management
Ireland
-$16K -200 Closed
1IA
365
1834 Investment Advisors
Wisconsin
-$10K -120 Closed
GWS
366
Glassman Wealth Services
Virginia
-$8K -100 Closed
JCM
367
Jacobi Capital Management
Pennsylvania
-$8K -96 Closed
WT
368
Washington Trust
Rhode Island
-$6K -75 Closed
APWA
369
Atlas Private Wealth Advisors
New Jersey
-$4K -54 Closed
EBA
370
Eagle Bay Advisors
New York
-$2K -30 Closed
RPCONE
371
Retirement Planning Company of New England
Rhode Island
+$526 +6 New