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Invesco Solar ETF

129 hedge funds and large institutions have $181M invested in Invesco Solar ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $116M → $181M (+$65.2M)

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more funds holding

Funds holding: 121129 (+8)

1.23% more ownership

Funds ownership: 27.37%28.6% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

69% less call options, than puts

Call options by funds: $6.81M | Put options by funds: $22.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
35
Reduced
37
Closed
17
Calls
$6.81M
Puts
$22.3M
Net Calls
-$15.5M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$350K +$307K +9,690 New
KPW
52
Kore Private Wealth
New York
$348K
I
53
INVST
Indiana
$344K -$633 -20 -0.2%
AAS
54
Avantax Advisory Services
Texas
$316K
NA
55
NewEdge Advisors
Louisiana
$291K +$255K +8,055 New
SC
56
Scotia Capital
Ontario, Canada
$286K -$16.4K -518 -6%
FIA
57
Foundations Investment Advisors
Arizona
$283K +$240K +7,571 New
IA
58
IFP Advisors
Florida
$282K +$44.3K +1,400 +22%
Deutsche Bank
59
Deutsche Bank
Germany
$281K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$280K -$259K -8,186 -51%
PA
61
Parkside Advisors
California
$277K +$243K +7,675 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$267K +$235K +7,409 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$264K +$13.6K +430 +7%
LWPC
64
Legacy Wealth Partners (California)
California
$262K +$230K +7,252 New
AIM
65
Anchor Investment Management
South Carolina
$245K -$792 -25 -0.4%
VCM
66
Vigilant Capital Management
Maine
$235K -$59.1K -1,865 -22%
Fisher Asset Management
67
Fisher Asset Management
Washington
$222K +$194K +6,140 New
WS
68
Wedbush Securities
California
$222K +$194K +6,142 New
PWLP
69
Prio Wealth Limited Partnership
Massachusetts
$203K +$178K +5,625 New
CWM
70
Cornerstone Wealth Management
Missouri
$202K +$177K +5,586 New
GFPC
71
Global Financial Private Client
Florida
$195K +$29.5K +933 +21%
CIAS
72
Capital Investment Advisory Services
North Carolina
$187K
US Bancorp
73
US Bancorp
Minnesota
$176K +$7.92K +250 +5%
CFA
74
Carroll Financial Associates
North Carolina
$163K
SPIA
75
Steward Partners Investment Advisory
New York
$161K +$118K +3,723 +509%