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Invesco Solar ETF

58 hedge funds and large institutions have $215M invested in Invesco Solar ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $4.72M | Put options by funds: $1.4M

30% more capital invested

Capital invested by funds: $166M → $215M (+$49.4M)

1.87% more ownership

Funds ownership: 56.31%58.18% (+1.9%)

5% less funds holding

Funds holding: 6158 (-3)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
16
Closed
9
Calls
$4.72M
Puts
$1.4M
Net Calls
+$3.32M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$182K
Creative Planning
27
Creative Planning
Kansas
$169K -$1.32M -34,204 -90%
WT
28
Whittier Trust
California
$138K
AIG
29
American International Group
New York
$134K +$78K +2,023 +205%
AA
30
Apriem Advisors
California
$131K +$114K +2,958 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$80K -$2.06M -53,370 -97%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$73K +$29.7K +772 +88%
Simplex Trading
33
Simplex Trading
Illinois
$66K -$43.8K -1,137 -43%
Citigroup
34
Citigroup
New York
$42K -$401K -10,402 -92%
SF
35
Synovus Financial
Georgia
$40K +$34.7K +900 New
VCM
36
Vigilant Capital Management
Maine
$36K +$27K +700 +583%
LNB
37
Ledyard National Bank
$28K
PSI
38
Pinnacle Summer Investments
Virginia
$28K +$6.51K +169 +36%
FPFS
39
First Personal Financial Services
North Carolina
$21K +$8.55K +222 +91%
USGIU
40
U.S. Global Investors (USGI)
Texas
$18K -$57.8K -1,500 -79%
WTC
41
WhitTier Trust Company
Nevada
$17K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$13K -$9.25K -240 -45%
ASN
43
Advisory Services Network
Georgia
$13K
Canada Life
44
Canada Life
Manitoba, Canada
$9K
JIC
45
Joel Isaacson & Co
New York
$9K
UFA
46
US Financial Advisors
Massachusetts
$9K
HR
47
Howe & Rusling
New York
$8K
PIA
48
Peachtree Investment Advisors
Georgia
$7K
VIA
49
Vantage Investment Advisors
Pennsylvania
$6K +$2.62K +68 +100%
MWP
50
MYCIO Wealth Partners
Pennsylvania
$5K