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Invesco Solar ETF

76 hedge funds and large institutions have $51.2M invested in Invesco Solar ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 18.02%17.33% (-0.69%)

3% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.09M

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

11% less funds holding

Funds holding: 8576 (-9)

22% less capital invested

Capital invested by funds: $65.3M → $51.2M (-$14.1M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
76
Holders Change
-9
Holders Change %
-10.59%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
18
Closed
21
Calls
$1.06M
Puts
$1.09M
Net Calls
-$31K
Net Calls Change
+$786K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$233K +$49.6K +2,246 +25%
VCM
27
Vigilant Capital Management
Maine
$175K +$10.5K +475 +6%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$119K
AIM
29
Anchor Investment Management
South Carolina
$105K +$17.1K +775 +18%
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$100K
PA
31
Parallel Advisors
California
$86K +$3.09K +140 +4%
US Bancorp
32
US Bancorp
Minnesota
$84K
CCM
33
Cribstone Capital Management
Maine
$76K -$21.2K -959 -21%
APA
34
American Portfolios Advisors
New York
$66.4K
CI
35
CX Institutional
Indiana
$47K +$32.7K +1,480 +187%
TCOV
36
Trust Company of Vermont
Vermont
$44K
CFA
37
Carroll Financial Associates
North Carolina
$43K +$20.8K +943 +80%
WTC
38
WhitTier Trust Company
Nevada
$42K
CFGS
39
Concourse Financial Group Securities
Alabama
$42K +$44.3K +2,006 New
WIM
40
Westside Investment Management
California
$31.4K
WB
41
Webster Bank
Connecticut
$31K +$33.2K +1,500 New
SBL
42
Sargent Bickham Lagudis
Colorado
$29K
CCM
43
Covington Capital Management
California
$28K
RE
44
RBC Europe
United Kingdom
$27.5K
TC
45
Trilogy Capital
California
$27K
NFG
46
Next Financial Group
Texas
$24K +$25.4K +1,147 New
GEA
47
Glen Eagle Advisors
New Jersey
$23.9K
MM
48
Main Management
California
$20K +$22.1K +1,000 New
IFAM
49
Institutional & Family Asset Management
Colorado
$18K
PG
50
Proffitt & Goodson
Tennessee
$16K +$16.5K +748 New