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Invesco Solar ETF

57 hedge funds and large institutions have $31.6M invested in Invesco Solar ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $30M → $31.6M (+$1.6M)

0.6% more ownership

Funds ownership: 13.12%13.72% (+0.6%)

3% less funds holding

Funds holding: 5957 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

77% less call options, than puts

Call options by funds: $400K | Put options by funds: $1.77M

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
13
Closed
10
Calls
$400K
Puts
$1.77M
Net Calls
-$1.37M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$65K
WT
27
Whittier Trust
California
$65K
MFS
28
MSI Financial Services
Massachusetts
$59K +$483 +22 +0.8%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$54K -$29.7K -1,350 -34%
SBL
30
Sargent Bickham Lagudis
Colorado
$48K +$9.38K +427 +23%
JP Morgan Chase
31
JP Morgan Chase
New York
$37K +$5.21K +237 +16%
USGIU
32
U.S. Global Investors (USGI)
Texas
$32K +$33K +1,500 New
SWA
33
Sutton Wealth Advisors
Florida
$27.4K
US Bancorp
34
US Bancorp
Minnesota
$27K +$17.6K +799 +159%
DOA
35
D'Orazio & Associates
Virginia
$26K
WTC
36
WhitTier Trust Company
Nevada
$24K +$19.8K +900 +357%
VCM
37
Vigilant Capital Management
Maine
$19K
NFG
38
Next Financial Group
Texas
$15K -$58.2K -2,650 -78%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$15K +$9.21K +419 +140%
IA
40
IFP Advisors
Florida
$14K -$691K -31,445 -98%
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$13K
DADC
42
D.A. Davidson & Co
Montana
$10K
FWM
43
Focused Wealth Management
New York
$10K
AWM
44
AllSquare Wealth Management
New York
$8K
Citigroup
45
Citigroup
New York
$7K
PG
46
Patten Group
Tennessee
$6.29K -$2.24K -102 -25%
ASN
47
Advisory Services Network
Georgia
$6K -$6.04K -275 -50%
ECM
48
Exchange Capital Management
Michigan
$6K +$5.82K +265 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4K -$13.8K -630 -77%
JIC
50
Joel Isaacson & Co
New York
$4K