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Invesco Solar ETF

67 hedge funds and large institutions have $162M invested in Invesco Solar ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

140% more capital invested

Capital invested by funds: $67.2M → $162M (+$94.4M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more funds holding

Funds holding: 4667 (+21)

13.01% more ownership

Funds ownership: 22.94%35.95% (+13%)

37% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $6.5M

Holders
67
Holders Change
+21
Holders Change %
+45.65%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
29
Increased
25
Reduced
6
Closed
8
Calls
$4.08M
Puts
$6.5M
Net Calls
-$2.42M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$74K +$29.2K +680 +68%
Barclays
52
Barclays
United Kingdom
$62K -$8.58K -200 -13%
Citigroup
53
Citigroup
New York
$57K +$17.4K +405 +46%
AP
54
Advisors Preferred
Maryland
$53.4K +$25.2K +587 +95%
Ameriprise
55
Ameriprise
Minnesota
$35K +$34.3K +800 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$27K +$25.8K +600 New
CFA
57
Camarda Financial Advisors
Florida
$25K +$24.5K +571 New
FTUS
58
Flow Traders U.S.
New York
$24K
PSI
59
Pinnacle Summer Investments
Virginia
$21K +$1.03K +24 +5%
Canada Life
60
Canada Life
Manitoba, Canada
$19K +$17.4K +405 New
LNB
61
Ledyard National Bank
$12K
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$12K +$4.29K +100 +60%
JIC
63
Joel Isaacson & Co
New York
$9K
MWP
64
MYCIO Wealth Partners
Pennsylvania
$5K
FWM
65
Focused Wealth Management
New York
$4K +$43 +1 +1%
VIA
66
Vantage Investment Advisors
Pennsylvania
$3K
MIM
67
Macroview Investment Management
Maryland
$2K +$1.67K +39 New
Jane Street
68
Jane Street
New York
-$299K -8,509 Closed
BHA
69
Beech Hill Advisors
New York
-$255K -7,250 Closed
SHWM
70
Smith & Howard Wealth Management
Georgia
-$18K -510 Closed
Deutsche Bank
71
Deutsche Bank
Germany
-$17K -500 Closed
ASN
72
Advisory Services Network
Georgia
-$9K -253 Closed
HR
73
Howe & Rusling
New York
-$7K -190 Closed
BFEC
74
Benjamin F. Edwards & Company
Missouri
-$4K -100 Closed
FNYS
75
First New York Securities
New York
-$2K -50 Closed