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Invesco Solar ETF

121 hedge funds and large institutions have $116M invested in Invesco Solar ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $96.5M → $116M (+$19.5M)

14% more funds holding

Funds holding: 106121 (+15)

4.77% more ownership

Funds ownership: 22.6%27.37% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

81% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $20.6M

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
35
Reduced
21
Closed
16
Calls
$3.85M
Puts
$20.6M
Net Calls
-$16.8M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$691K +$53.3K +1,634 +6%
Stifel Financial
27
Stifel Financial
Missouri
$670K -$500K -15,320 -37%
BHB
28
Bank Hapoalim BM
Israel
$664K +$859K +26,336 New
Goldman Sachs
29
Goldman Sachs
New York
$661K +$855K +26,200 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$585K +$757K +23,201 New
Ameriprise
31
Ameriprise
Minnesota
$527K +$169K +5,180 +33%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$483K -$106K -3,253 -15%
Renaissance Technologies
33
Renaissance Technologies
New York
$414K +$535K +16,400 New
WF
34
Welch & Forbes
Massachusetts
$408K +$39.1K +1,200 +8%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$402K +$520K +15,929 New
GSWM
36
Golden State Wealth Management
California
$386K +$499K +15,295 New
PWP
37
Personal Wealth Partners
Minnesota
$379K +$251K +7,705 +106%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$376K -$15.8K -483 -3%
IWM
39
IHT Wealth Management
Illinois
$344K +$139K +4,256 +45%
CAN
40
Cetera Advisor Networks
California
$335K +$41.1K +1,260 +10%
BFA
41
Brendel Financial Advisors
New Hampshire
$334K +$432K +13,230 New
APA
42
American Portfolios Advisors
New York
$322K +$57.7K +1,769 +16%
VAM
43
Verity Asset Management
North Carolina
$320K +$414K +12,683 New
BF
44
BOK Financial
Oklahoma
$315K +$408K +12,500 New
GVAG
45
Great Valley Advisor Group
Delaware
$312K +$12.7K +389 +3%
WWM
46
Western Wealth Management
Colorado
$312K +$396K +12,147 New
GWM
47
Greenwich Wealth Management
Connecticut
$306K
CI
48
CX Institutional
Indiana
$294K +$165K +5,056 +77%
BCV
49
Banque Cantonale Vaudoise
Switzerland
$291K -$35K -1,074 -9%
HighTower Advisors
50
HighTower Advisors
Illinois
$277K