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Invesco Solar ETF

64 hedge funds and large institutions have $40.8M invested in Invesco Solar ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

25% more funds holding

Funds holding: 5164 (+13)

22.02% less ownership

Funds ownership: 35.16%13.14% (-22%)

50% less capital invested

Capital invested by funds: $82.3M → $40.8M (-$41.5M)

99% less call options, than puts

Call options by funds: $17K | Put options by funds: $1.6M

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
15
Reduced
10
Closed
6
Calls
$17K
Puts
$1.6M
Net Calls
-$1.59M
Net Calls Change
+$830K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$258K -$6.15K -209 -2%
BCI
27
Brinker Capital Investments
Pennsylvania
$245K +$236K +8,000 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$230K +$221K +7,518 New
OC
29
Oppenheimer & Co
New York
$229K +$220K +7,485 New
NSIM
30
North Star Investment Management
Illinois
$214K
Creative Planning
31
Creative Planning
Kansas
$183K +$21.3K +724 +14%
ASN
32
Advisory Services Network
Georgia
$183K +$168K +5,696 +2,064%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$179K +$83.9K +2,850 +95%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$166K -$38.3K -1,300 -19%
AA
35
Apriem Advisors
California
$148K +$55.4K +1,882 +64%
NFG
36
Next Financial Group
Texas
$125K
LNB
37
Ledyard National Bank
$111K +$87.6K +2,975 +469%
AIG
38
American International Group
New York
$109K +$23.6K +801 +29%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$104K
WT
40
Whittier Trust
California
$95K
MFS
41
MSI Financial Services
Massachusetts
$81K +$37K +1,257 +90%
KC
42
Kingfisher Capital
North Carolina
$71K +$68.4K +2,323 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$56K
JP Morgan Chase
44
JP Morgan Chase
New York
$42K +$40.6K +1,380 New
IA
45
IFP Advisors
Florida
$27K +$26.4K +895 New
Citigroup
46
Citigroup
New York
$26K -$5.89K -200 -19%
VCM
47
Vigilant Capital Management
Maine
$25K
DADC
48
D.A. Davidson & Co
Montana
$15K
FPFS
49
First Personal Financial Services
North Carolina
$14K
FWM
50
Focused Wealth Management
New York
$14K +$29 +1 +0.2%