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Invesco Solar ETF
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46 hedge funds and large institutions have $67.2M invested in Invesco Solar ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

21% more funds holding

Funds holding: 38 → 46 (+8)

9% less capital invested

Capital invested by funds: $73.6M → $67.2M (-$6.42M)

10.21% less ownership

Funds ownership: 33.15% → 22.94% (-10%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

86% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $9.56M

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
11
Reduced
16
Closed
6
Calls
$1.34M
Puts
$9.56M
Net Calls
-$8.23M
Net Calls Change
-$7.61M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$6.29M
2
CWM
Cabot Wealth Management
Massachusetts
+$3.76M
3
SCM
Summit Capital Management
Washington
+$2.09M
4
Wells Fargo
Wells Fargo
California
+$733K
5
DLCIG
D.L. Carlson Investment Group
New Hampshire
+$567K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.43M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.62M
3
LPL Financial
LPL Financial
California
-$3.45M
4
HCMT
Highland Capital Management (Texas)
Texas
-$2.9M
5
Goldman Sachs
Goldman Sachs
New York
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$74K -$7.49K -200 -9%
Barclays
27
Barclays
United Kingdom
$56K -$7.49K -200 -11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$35K +$10.7K +286 +40%
Citigroup
29
Citigroup
New York
$31K – – –
AP
30
Advisors Preferred
Maryland
$21K +$23.2K +620 New
FTUS
31
Flow Traders U.S.
New York
$19K +$14K +375 +234%
SHWM
32
Smith & Howard Wealth Management
Georgia
$18K -$3.37K -90 -15%
WA
33
WFG Advisors
Texas
$18K – – –
PSI
34
Pinnacle Summer Investments
Virginia
$18K +$18.7K +500 New
Deutsche Bank
35
Deutsche Bank
Germany
$17K -$176K -4,700 -90%
ASN
36
Advisory Services Network
Georgia
$9K +$9.47K +253 New
LNB
37
Ledyard National Bank
$9K +$9.92K +265 New
JIC
38
Joel Isaacson & Co
New York
$7K – – –
HR
39
Howe & Rusling
New York
$7K +$7.11K +190 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$6K -$33.6K -899 -84%
MWP
41
MYCIO Wealth Partners
Pennsylvania
$4K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$4K +$973 +26 +35%
FWM
43
Focused Wealth Management
New York
$3K +$2.99K +80 New
FNYS
44
First New York Securities
New York
$2K +$1.87K +50 New
VIA
45
Vantage Investment Advisors
Pennsylvania
$2K +$2.54K +68 New
US Bancorp
46
US Bancorp
Minnesota
$1K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$3.62M -104,882 Closed
ST
48
Spot Trading
Illinois
– -$583K -16,904 Closed
B
49
Baird
Wisconsin
– -$351K -10,170 Closed
CFA
50
Camarda Financial Advisors
Florida
– -$17K -492 Closed
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