We are live on ! Find out more
TAN icon

Invesco Solar ETF

71 hedge funds and large institutions have $164M invested in Invesco Solar ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $8.82M | Put options by funds: $6.89M

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

6% more funds holding

Funds holding: 6771 (+4)

1% more capital invested

Capital invested by funds: $162M → $164M (+$2.04M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

3.63% less ownership

Funds ownership: 35.95%32.32% (-3.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
19
Reduced
19
Closed
15
Calls
$8.82M
Puts
$6.89M
Net Calls
+$1.92M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$477K +$389K +9,395 +725%
Citadel Advisors
27
Citadel Advisors
Florida
$474K +$239K +5,776 +119%
BHA
28
Beech Hill Advisors
New York
$465K +$431K +10,425 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$446K -$922K -22,296 -69%
ACM
30
Aviance Capital Management
Florida
$409K +$65.4K +1,582 +21%
QIM
31
Quantitative Investment Management
Virginia
$356K -$595K -14,400 -64%
B
32
Baird
Wisconsin
$330K -$22.7K -548 -7%
BPC
33
Banque Pictet & Cie
Switzerland
$325K
Jane Street
34
Jane Street
New York
$307K +$285K +6,896 New
SC
35
Sumit Capital
New York
$301K +$280K +6,760 New
CS
36
Credit Suisse
Switzerland
$268K +$248K +6,000 New
PP
37
Patten & Patten
Tennessee
$245K
OC
38
Oppenheimer & Co
New York
$226K -$11.1K -268 -5%
Nomura Holdings
39
Nomura Holdings
Japan
$208K -$136K -3,296 -41%
LWI
40
Long Wharf Investors
Massachusetts
$206K -$79.8K -1,930 -29%
VKH
41
Virtu KCG Holdings
New York
$203K +$188K +4,552 New
BRWA
42
B. Riley Wealth Advisors
Florida
$189K +$17.7K +428 +11%
MFS
43
MSI Financial Services
Massachusetts
$185K +$6.82K +165 +4%
BRWM
44
B. Riley Wealth Management
Tennessee
$180K -$136K -3,288 -45%
WEC
45
Winslow Evans & Crocker
Massachusetts
$178K
AA
46
Apriem Advisors
California
$140K
WT
47
Whittier Trust
California
$138K +$37.5K +908 +41%
AP
48
Advisors Preferred
Maryland
$120K +$61K +1,475 +122%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$117K -$8.27K -200 -7%
USGIU
50
U.S. Global Investors (USGI)
Texas
$110K +$103K +2,500 New