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Invesco Solar ETF

76 hedge funds and large institutions have $51.2M invested in Invesco Solar ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 18.02%17.33% (-0.69%)

3% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.09M

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

11% less funds holding

Funds holding: 8576 (-9)

22% less capital invested

Capital invested by funds: $65.3M → $51.2M (-$14.1M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
76
Holders Change
-9
Holders Change %
-10.59%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
18
Closed
21
Calls
$1.06M
Puts
$1.09M
Net Calls
-$31K
Net Calls Change
+$786K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$14K -$1.72K -78 -10%
CWA
52
Clarus Wealth Advisors
Arizona
$14K
CT
53
CPF Texas
Texas
$13K +$9.84K +445 +223%
ECM
54
Exchange Capital Management
Michigan
$12K
AOWM
55
Alpha Omega Wealth Management
Virginia
$10K
JFA
56
JNBA Financial Advisors
Minnesota
$10K +$10.3K +465 New
RBC
57
Roble Belko & Company
Pennsylvania
$8K
FHA
58
Flagship Harbor Advisors
Massachusetts
$6K -$2.21K -100 -25%
ASN
59
Advisory Services Network
Georgia
$6K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$6K
SWP
61
Strategic Wealth Partners
Ohio
$6K
JP Morgan Chase
62
JP Morgan Chase
New York
$5K -$230K -10,402 -98%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$5K +$4.97K +225 New
Citigroup
64
Citigroup
New York
$2K -$4.42K -200 -69%
GRP
65
Global Retirement Partners
California
$2K
TFA
66
Toth Financial Advisory
Virginia
$2K
CHC
67
City Holding Co
West Virginia
$2K +$2.21K +100 New
KF
68
Krilogy Financial
Missouri
$2K +$2.61K +118 New
HNB
69
Huntington National Bank
Ohio
$1K
JWM
70
Janiczek Wealth Management
Colorado
$1K
SPIA
71
Steward Partners Investment Advisory
New York
$1K
TCM
72
Tradewinds Capital Management
Washington
$1K
WC
73
Whitney & Co
New York
$1K
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$287 +13 New
CWM
75
Cabot Wealth Management
Massachusetts
-$2.62M -113,222 Closed