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Invesco Solar ETF

63 hedge funds and large institutions have $128M invested in Invesco Solar ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

9% more funds holding

Funds holding: 5863 (+5)

19.68% less ownership

Funds ownership: 58.18%38.49% (-20%)

40% less capital invested

Capital invested by funds: $215M → $128M (-$87.1M)

84% less call options, than puts

Call options by funds: $635K | Put options by funds: $3.98M

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
10
Closed
10
Calls
$635K
Puts
$3.98M
Net Calls
-$3.35M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$191K +$84.1K +1,864 +62%
NFG
27
Next Financial Group
Texas
$160K
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$133K +$139K +3,086 +1,043%
WT
29
Whittier Trust
California
$122K
AA
30
Apriem Advisors
California
$116K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$116K +$59K +1,309 +79%
MFS
32
MSI Financial Services
Massachusetts
$78K -$201K -4,457 -69%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$71K
Citigroup
34
Citigroup
New York
$55K +$20.8K +460 +48%
US Bancorp
35
US Bancorp
Minnesota
$40K +$45.1K +1,000 +5,000%
SF
36
Synovus Financial
Georgia
$35K
VCM
37
Vigilant Capital Management
Maine
$32K
LNB
38
Ledyard National Bank
$25K
WTC
39
WhitTier Trust Company
Nevada
$24K +$9.61K +213 +54%
PSI
40
Pinnacle Summer Investments
Virginia
$21K -$5.01K -111 -17%
HA
41
Harfst & Associates
Wyoming
$20K +$22.6K +500 New
FPFS
42
First Personal Financial Services
North Carolina
$19K
TRCT
43
Tower Research Capital (TRC)
New York
$18K +$20.8K +462 New
PG
44
Patten Group
Tennessee
$15.8K +$18.1K +402 New
CIM
45
Contravisory Investment Management
Massachusetts
$14K +$16K +355 New
AWM
46
AllSquare Wealth Management
New York
$14K +$16.5K +365 New
ASN
47
Advisory Services Network
Georgia
$11K
Canada Life
48
Canada Life
Manitoba, Canada
$9K
JIC
49
Joel Isaacson & Co
New York
$8K
PIA
50
Peachtree Investment Advisors
Georgia
$6K