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Invesco Solar ETF

340 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 81

11% more funds holding

Funds holding: 307340 (+33)

8% more capital invested

Capital invested by funds: $1.06B → $1.15B (+$89.9M)

1.18% more ownership

Funds ownership: 31.4%32.58% (+1.2%)

15% less call options, than puts

Call options by funds: $288M | Put options by funds: $340M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
80
Increased
116
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NEIRG
26
New England Investment & Retirement Group
Massachusetts
$7.86M +$308K +3,781 +4%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$7.52M +$867K +10,655 +14%
Wolverine Trading
28
Wolverine Trading
Illinois
$7.39M -$327K -4,025 -5%
CIM
29
Corbyn Investment Management
Maryland
$7.13M +$59.8K +735 +0.9%
CWM
30
Cabot Wealth Management
Massachusetts
$6.89M -$222K -2,730 -3%
Ameriprise
31
Ameriprise
Minnesota
$6.87M +$2.17M +26,738 +53%
JP Morgan Chase
32
JP Morgan Chase
New York
$6.78M +$5.46M +67,164 +765%
Stifel Financial
33
Stifel Financial
Missouri
$6.29M -$1.06M -12,981 -16%
BFA
34
Brendel Financial Advisors
New Hampshire
$5.69M +$5.18M +63,722 New
RJA
35
Raymond James & Associates
Florida
$5.59M +$194K +2,379 +4%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$5.3M +$265K +3,261 +6%
PCMM
37
Piedmont Capital Management (Montana)
Montana
$5.17M +$174K +2,135 +4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.87M +$305K +3,746 +7%
AWM
39
AE Wealth Management
Kansas
$4.74M +$3.47M +42,670 +410%
FAM
40
Flaharty Asset Management
Florida
$4.65M +$610K +7,505 +17%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$4.38M +$892K +10,966 +29%
MCL
42
MIK Capital LP
New York
$4.14M +$3.77M +46,402 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.93M +$350K +4,300 +11%
FA
44
Forefront Analytics
Pennsylvania
$3.87M +$3.52M +43,277 New
OAM
45
Oppenheimer Asset Management
New York
$3.84M +$183K +2,246 +6%
TCOV
46
Trust Company of Vermont
Vermont
$3.45M +$262K +3,220 +9%
PIMG
47
Patriot Investment Management Group
Tennessee
$3.38M -$19K -234 -0.6%
MA
48
Mutual Advisors
Nebraska
$3.36M +$318K +3,913 +12%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3.35M +$2.23M +27,392 +302%
NSLI
50
Nan Shan Life Insurance
Taiwan
$3.33M -$220K -2,700 -7%