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Invesco Solar ETF

85 hedge funds and large institutions have $65.3M invested in Invesco Solar ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 8185 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2.98% less ownership

Funds ownership: 21%18.02% (-3%)

20% less capital invested

Capital invested by funds: $81.3M → $65.3M (-$16M)

47% less call options, than puts

Call options by funds: $910K | Put options by funds: $1.73M

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
21
Closed
11
Calls
$910K
Puts
$1.73M
Net Calls
-$817K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$316K +$95.9K +3,886 +40%
EDRH
27
Edmond de Rothschild Holding
Switzerland
$286K -$156K -6,335 -34%
Wolverine Trading
28
Wolverine Trading
Illinois
$267K
OC
29
Oppenheimer & Co
New York
$250K +$65.6K +2,659 +33%
JP Morgan Chase
30
JP Morgan Chase
New York
$246K +$257K +10,402 +4,161%
VF
31
Virtu Financial
New York
$243K +$260K +10,538 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$237K +$35K +1,416 +16%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232K +$8.52K +345 +4%
Creative Planning
34
Creative Planning
Kansas
$225K +$11.3K +458 +5%
Ameriprise
35
Ameriprise
Minnesota
$221K -$13.7K -555 -5%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$220K
VCM
37
Vigilant Capital Management
Maine
$184K +$47.5K +1,925 +32%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$133K
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$111K
CCM
40
Cribstone Capital Management
Maine
$107K +$4.94K +200 +5%
AIM
41
Anchor Investment Management
South Carolina
$99.6K +$7.41K +300 +7%
US Bancorp
42
US Bancorp
Minnesota
$94K -$20.3K -821 -17%
PA
43
Parallel Advisors
California
$92K -$518 -21 -0.5%
APA
44
American Portfolios Advisors
New York
$73.9K -$3.09K -125 -4%
TCOV
45
Trust Company of Vermont
Vermont
$50K +$7.7K +312 +17%
WTC
46
WhitTier Trust Company
Nevada
$47K -$7.41K -300 -13%
WIM
47
Westside Investment Management
California
$35.2K
SBL
48
Sargent Bickham Lagudis
Colorado
$33K
CCM
49
Covington Capital Management
California
$31K +$617 +25 +2%
RE
50
RBC Europe
United Kingdom
$30.6K