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Invesco Solar ETF

109 hedge funds and large institutions have $109M invested in Invesco Solar ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $82.7M → $109M (+$26.3M)

10% more funds holding

Funds holding: 99109 (+10)

1.1% more ownership

Funds ownership: 23.68%24.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

83% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $14.2M

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
35
Reduced
16
Closed
12
Calls
$2.36M
Puts
$14.2M
Net Calls
-$11.9M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
51
Kore Private Wealth
New York
$278K
SWM
52
SeaCrest Wealth Management
New York
$267K +$272K +9,100 New
AAS
53
Avantax Advisory Services
Texas
$252K +$255K +8,556 New
Deutsche Bank
54
Deutsche Bank
Germany
$227K +$71.6K +2,400 +45%
PA
55
Parkside Advisors
California
$225K
IWM
56
IHT Wealth Management
Illinois
$224K +$228K +7,639 New
Simplex Trading
57
Simplex Trading
Illinois
$214K +$190K +6,369 +685%
CI
58
CX Institutional
Indiana
$204K -$3.85K -129 -2%
IA
59
IFP Advisors
Florida
$204K +$208K +6,969 New
WS
60
Wedbush Securities
California
$203K +$207K +6,919 New
AG
61
Advisor Group
Arizona
$199K +$57.5K +1,926 +40%
AIM
62
Anchor Investment Management
South Carolina
$174K +$3.73K +125 +2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$161K -$88.4K -2,960 -35%
CIAS
64
Capital Investment Advisory Services
North Carolina
$152K
WEC
65
Winslow Evans & Crocker
Massachusetts
$140K +$23.9K +800 +21%
RIA
66
Realta Investment Advisors
Delaware
$121K -$13K -435 -9%
US Bancorp
67
US Bancorp
Minnesota
$119K
PWP
68
Personal Wealth Partners
Minnesota
$107K
TCOV
69
Trust Company of Vermont
Vermont
$91K
CCM
70
Cribstone Capital Management
Maine
$72K -$2.98K -100 -4%
AF
71
Advisornet Financial
Minnesota
$69K
AP
72
Advisors Preferred
Maryland
$68K -$3.34K -112 -5%
CFA
73
Carroll Financial Associates
North Carolina
$62K
CAL
74
Capital Analysts LLC
Pennsylvania
$62K +$18.7K +625 +42%
CFGS
75
Concourse Financial Group Securities
Alabama
$52K -$10.6K -356 -17%