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Invesco Solar ETF

59 hedge funds and large institutions have $30M invested in Invesco Solar ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.14M

0.02% less ownership

Funds ownership: 13.14%13.12% (-0.02%)

8% less funds holding

Funds holding: 6459 (-5)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

27% less capital invested

Capital invested by funds: $40.8M → $30M (-$10.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
17
Closed
15
Calls
$3.95M
Puts
$1.14M
Net Calls
+$2.8M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$89K -$35.5K -1,481 -27%
NFG
27
Next Financial Group
Texas
$76K -$16.8K -700 -17%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$70K -$7.1K -296 -9%
WT
29
Whittier Trust
California
$70K
AIG
30
American International Group
New York
$64K -$17.6K -735 -21%
MFS
31
MSI Financial Services
Massachusetts
$63K +$3.55K +148 +6%
AA
32
Apriem Advisors
California
$53K -$60K -2,502 -52%
SBL
33
Sargent Bickham Lagudis
Colorado
$43K +$45K +1,878 New
JP Morgan Chase
34
JP Morgan Chase
New York
$34K +$3.12K +130 +9%
SWA
35
Sutton Wealth Advisors
Florida
$29.6K +$31.3K +1,306 New
DOA
36
D'Orazio & Associates
Virginia
$27K +$29.2K +1,219 New
VCM
37
Vigilant Capital Management
Maine
$21K +$2.16K +90 +11%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$18K -$24K -1,000 -55%
CLOS
39
Compagnie Lombard Odier SCmA
Switzerland
$14K +$14.4K +600 New
ASN
40
Advisory Services Network
Georgia
$13K -$130K -5,420 -91%
DADC
41
D.A. Davidson & Co
Montana
$11K
FPFS
42
First Personal Financial Services
North Carolina
$11K
FWM
43
Focused Wealth Management
New York
$11K
US Bancorp
44
US Bancorp
Minnesota
$11K +$9.62K +401 +401%
PG
45
Patten Group
Tennessee
$9.11K
Citigroup
46
Citigroup
New York
$8K -$12K -500 -60%
AWM
47
AllSquare Wealth Management
New York
$8K
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$7K
WTC
49
WhitTier Trust Company
Nevada
$6K
JIC
50
Joel Isaacson & Co
New York
$5K