We are live on ! Find out more
TAN icon

Invesco Solar ETF

63 hedge funds and large institutions have $128M invested in Invesco Solar ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

9% more funds holding

Funds holding: 5863 (+5)

19.68% less ownership

Funds ownership: 58.18%38.49% (-20%)

40% less capital invested

Capital invested by funds: $215M → $128M (-$87.1M)

84% less call options, than puts

Call options by funds: $635K | Put options by funds: $3.98M

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
10
Closed
10
Calls
$635K
Puts
$3.98M
Net Calls
-$3.35M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
51
Howe & Rusling
New York
$4K -$4.06K -90 -47%
Barclays
52
Barclays
United Kingdom
$4K
MWP
53
MYCIO Wealth Partners
Pennsylvania
$4K
BFEC
54
Benjamin F. Edwards & Company
Missouri
$4K +$4.51K +100 New
WEC
55
Winslow Evans & Crocker
Massachusetts
$3.92K
VIA
56
Vantage Investment Advisors
Pennsylvania
$3K -$3.07K -68 -50%
BRWM
57
B. Riley Wealth Management
Tennessee
$3K
FWM
58
Focused Wealth Management
New York
$3K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.38K +75 New
W
60
Wealthfront
California
$1K
IWMPD
61
Integrated Wealth Management (Palm Desert)
California
$1K +$902 +20 New
BCM
62
Barometer Capital Management
Ontario, Canada
-$1.27M -28,500 Closed
HighTower Advisors
63
HighTower Advisors
Illinois
-$533K -12,000 Closed
BHA
64
Beech Hill Advisors
New York
-$500K -11,250 Closed
VKH
65
Virtu KCG Holdings
New York
-$305K -6,870 Closed
SG Americas Securities
66
SG Americas Securities
New York
-$182K -4,100 Closed
Creative Planning
67
Creative Planning
Kansas
-$169K -3,796 Closed
Simplex Trading
68
Simplex Trading
Illinois
-$66K -1,500 Closed
USGIU
69
U.S. Global Investors (USGI)
Texas
-$18K -400 Closed
UFA
70
US Financial Advisors
Massachusetts
-$9.02K -200 Closed
MIM
71
Macroview Investment Management
Maryland
-$2K -39 Closed
WA
72
Waverly Advisors
Alabama
+$451 +10 New