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Invesco Solar ETF

129 hedge funds and large institutions have $181M invested in Invesco Solar ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $116M → $181M (+$65.2M)

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more funds holding

Funds holding: 121129 (+8)

1.23% more ownership

Funds ownership: 27.37%28.6% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

69% less call options, than puts

Call options by funds: $6.81M | Put options by funds: $22.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
35
Reduced
37
Closed
17
Calls
$6.81M
Puts
$22.3M
Net Calls
-$15.5M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$988K +$25.3K +800 +3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$910K
BHB
28
Bank Hapoalim BM
Israel
$895K -$49K -1,546 -6%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$892K +$48.1K +1,519 +7%
NL
30
NWAM LLC
Washington
$810K -$5.61K -177 -0.8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$769K +$203K +6,413 +43%
TCOV
32
Trust Company of Vermont
Vermont
$734K +$316K +9,972 +96%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$3.17K -100 -0.5%
VAM
34
Verity Asset Management
North Carolina
$649K +$167K +5,281 +42%
CAN
35
Cetera Advisor Networks
California
$638K +$139K +4,405 +33%
WF
36
Welch & Forbes
Massachusetts
$583K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$578K -$469K -14,810 -48%
GSWM
38
Golden State Wealth Management
California
$552K
PWP
39
Personal Wealth Partners
Minnesota
$542K
Ameriprise
40
Ameriprise
Minnesota
$530K -$197K -6,212 -30%
HighTower Advisors
41
HighTower Advisors
Illinois
$514K +$105K +3,325 +30%
CI
42
CX Institutional
Indiana
$496K +$66.5K +2,101 +18%
IWM
43
IHT Wealth Management
Illinois
$480K -$11.1K -350 -3%
BFA
44
Brendel Financial Advisors
New Hampshire
$478K +$538 +17 +0.1%
BCV
45
Banque Cantonale Vaudoise
Switzerland
$455K +$33.9K +1,071 +9%
GDP
46
Great Diamond Partners
Maine
$411K +$60.2K +1,900 +20%
FCC
47
Florin Court Capital
United Kingdom
$407K +$357K +11,272 New
JP Morgan Chase
48
JP Morgan Chase
New York
$392K +$151K +4,780 +79%
APA
49
American Portfolios Advisors
New York
$390K -$62.6K -1,977 -15%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$370K -$12.3K -390 -4%