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Invesco Solar ETF

71 hedge funds and large institutions have $164M invested in Invesco Solar ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $8.82M | Put options by funds: $6.89M

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

6% more funds holding

Funds holding: 6771 (+4)

1% more capital invested

Capital invested by funds: $162M → $164M (+$2.04M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

3.63% less ownership

Funds ownership: 35.95%32.32% (-3.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
19
Reduced
19
Closed
15
Calls
$8.82M
Puts
$6.89M
Net Calls
+$1.92M
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$90K
Creative Planning
52
Creative Planning
Kansas
$72K -$119K -2,889 -64%
Ameriprise
53
Ameriprise
Minnesota
$52K +$15K +362 +45%
CFA
54
Camarda Financial Advisors
Florida
$50K +$22.4K +542 +95%
EWM
55
Edge Wealth Management
New York
$37K +$34.1K +825 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$27K
WA
57
WFG Advisors
Texas
$23K -$53.8K -1,300 -72%
PSI
58
Pinnacle Summer Investments
Virginia
$21K
Barclays
59
Barclays
United Kingdom
$13K -$45.5K -1,100 -79%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$12K
LNB
61
Ledyard National Bank
$12K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$10K -$59.9K -1,448 -86%
Canada Life
63
Canada Life
Manitoba, Canada
$9K -$8.27K -200 -49%
JIC
64
Joel Isaacson & Co
New York
$9K
HR
65
Howe & Rusling
New York
$8K +$7.86K +190 New
MWP
66
MYCIO Wealth Partners
Pennsylvania
$5K
FWM
67
Focused Wealth Management
New York
$4K
EWM
68
Elite Wealth Management
Washington
$4K +$4.13K +100 New
VIA
69
Vantage Investment Advisors
Pennsylvania
$3K
MIM
70
Macroview Investment Management
Maryland
$2K
NES
71
New England Securities
New York
$1K +$951 +23 New
Millennium Management
72
Millennium Management
New York
-$8.07M -182,465 Closed
LA
73
Leonetti & Associates
Illinois
-$5.79M -130,950 Closed
SCM
74
Summit Capital Management
Washington
-$5.15M -116,515 Closed
NCM
75
Niemann Capital Management
Nevada
-$4.61M -104,208 Closed