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Invesco Solar ETF

85 hedge funds and large institutions have $65.3M invested in Invesco Solar ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 8185 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2.98% less ownership

Funds ownership: 21%18.02% (-3%)

20% less capital invested

Capital invested by funds: $81.3M → $65.3M (-$16M)

47% less call options, than puts

Call options by funds: $910K | Put options by funds: $1.73M

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
21
Closed
11
Calls
$910K
Puts
$1.73M
Net Calls
-$817K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Trilogy Capital
California
$30K
CFA
52
Carroll Financial Associates
North Carolina
$27K +$29.1K +1,177 New
GEA
53
Glen Eagle Advisors
New Jersey
$26.6K +$28.4K +1,150 New
Simplex Trading
54
Simplex Trading
Illinois
$23K +$25.4K +1,027 New
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$20K
IFAM
56
Institutional & Family Asset Management
Colorado
$20K
AG
57
Advisor Group
Arizona
$18K -$178K -7,192 -90%
CI
58
CX Institutional
Indiana
$18K +$19.5K +791 New
BDWM
59
Brewin Dolphin Wealth Management
Ireland
$16.2K
CWA
60
Clarus Wealth Advisors
Arizona
$16K +$16.3K +659 New
ECM
61
Exchange Capital Management
Michigan
$14K
AOWM
62
Alpha Omega Wealth Management
Virginia
$11K
PFA
63
Pathway Financial Advisors
Vermont
$10K
RBC
64
Roble Belko & Company
Pennsylvania
$9K
FHA
65
Flagship Harbor Advisors
Massachusetts
$9K +$9.87K +400 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$7K -$56.8K -2,300 -89%
ASN
67
Advisory Services Network
Georgia
$7K
Citigroup
68
Citigroup
New York
$7K
CF
69
Centaurus Financial
California
$7K +$7.7K +312 New
SWP
70
Strategic Wealth Partners
Ohio
$6K
CT
71
CPF Texas
Texas
$5K +$4.94K +200 New
OIA
72
OneDigital Investment Advisors
Kansas
$3K
GRP
73
Global Retirement Partners
California
$3K +$296 +12 +12%
SEI Investments
74
SEI Investments
Pennsylvania
$2K -$20K -810 -89%
AAP
75
Arax Advisory Partners
Colorado
$2K