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Invesco Solar ETF

99 hedge funds and large institutions have $82.7M invested in Invesco Solar ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

11% more funds holding

Funds holding: 8999 (+10)

8% more capital invested

Capital invested by funds: $76.7M → $82.7M (+$5.98M)

2.11% less ownership

Funds ownership: 25.79%23.68% (-2.1%)

83% less call options, than puts

Call options by funds: $1.7M | Put options by funds: $9.82M

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
32
Reduced
12
Closed
13
Calls
$1.7M
Puts
$9.82M
Net Calls
-$8.12M
Net Calls Change
-$7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Anchor Investment Management
South Carolina
$164K +$2.59K +100 +2%
CIAS
52
Capital Investment Advisory Services
North Carolina
$151K -$724 -28 -0.5%
Deutsche Bank
53
Deutsche Bank
Germany
$151K
AG
54
Advisor Group
Arizona
$137K +$13.9K +539 +12%
RIA
55
Realta Investment Advisors
Delaware
$130K +$7.89K +305 +7%
US Bancorp
56
US Bancorp
Minnesota
$115K
WEC
57
Winslow Evans & Crocker
Massachusetts
$112K +$101K +3,900 New
USGIU
58
U.S. Global Investors (USGI)
Texas
$110K +$101K +3,900 New
PWP
59
Personal Wealth Partners
Minnesota
$103K +$94.4K +3,650 New
TCOV
60
Trust Company of Vermont
Vermont
$88K +$10.3K +400 +15%
WCA
61
Windsor Creek Advisors
Vermont
$82K +$75K +2,900 New
CCM
62
Cribstone Capital Management
Maine
$72K
AP
63
Advisors Preferred
Maryland
$70K +$63.1K +2,439 New
AF
64
Advisornet Financial
Minnesota
$66K +$60.5K +2,340 New
CFGS
65
Concourse Financial Group Securities
Alabama
$61K -$4.22K -163 -7%
CFA
66
Carroll Financial Associates
North Carolina
$59K
WTC
67
WhitTier Trust Company
Nevada
$46K
CAL
68
Capital Analysts LLC
Pennsylvania
$42K
SBL
69
Sargent Bickham Lagudis
Colorado
$40K
RCAG
70
Rehmann Capital Advisory Group
Michigan
$39.7K +$1.14K +44 +3%
CCM
71
Covington Capital Management
California
$38K
NFG
72
Next Financial Group
Texas
$38K +$5.25K +203 +18%
RE
73
RBC Europe
United Kingdom
$34.7K -$2.59K -100 -8%
MWM
74
Merriman Wealth Management
Washington
$32.6K +$2.33M +90,135 +394%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K +$25.9K +1,000 New