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Invesco Solar ETF

181 hedge funds and large institutions have $549M invested in Invesco Solar ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 13

203% more capital invested

Capital invested by funds: $181M → $549M (+$368M)

40% more funds holding

Funds holding: 129181 (+52)

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

8.27% more ownership

Funds ownership: 28.6%36.87% (+8.3%)

37% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $52.2M

Holders
181
Holders Change
+52
Holders Change %
+40.31%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
65
Increased
43
Reduced
36
Closed
13
Calls
$32.8M
Puts
$52.2M
Net Calls
-$19.3M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Barometer Capital Management
Ontario, Canada
$1.32M -$362K -7,200 -26%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.28M -$78.5K -1,561 -7%
HCM
53
Harvey Capital Management
Florida
$1.27M +$984K +19,575 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$10.8K +215 +1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.24M +$960K +19,086 New
AAS
56
Avantax Advisory Services
Texas
$1.17M +$468K +9,299 +106%
CM
57
Castleark Management
Illinois
$1.17M +$908K +18,070 New
MA
58
Mutual Advisors
Nebraska
$1.13M +$873K +17,373 New
CG
59
Cutler Group
California
$1.1M +$855K +17,002 New
KAS
60
Kestra Advisory Services
Texas
$1.1M +$850K +16,909 New
WF
61
Welch & Forbes
Massachusetts
$1.04M -$2.51K -50 -0.3%
VAM
62
Verity Asset Management
North Carolina
$1M -$127K -2,528 -14%
GSWM
63
Golden State Wealth Management
California
$991K
PWP
64
Personal Wealth Partners
Minnesota
$972K
BCM
65
BlueCrest Capital Management
Jersey
$958K +$743K +14,785 New
HighTower Advisors
66
HighTower Advisors
Illinois
$945K +$18.4K +365 +3%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$923K +$344K +6,836 +92%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$910K
Creative Planning
69
Creative Planning
Kansas
$869K +$674K +13,407 New
IWM
70
IHT Wealth Management
Illinois
$862K +$50 +1 +0%
LCM
71
Laurion Capital Management
New York
$848K +$658K +13,082 New
AWM
72
AE Wealth Management
Kansas
$846K +$657K +13,060 New
CI
73
CX Institutional
Indiana
$845K -$35.7K -710 -5%
CAN
74
Cetera Advisor Networks
California
$836K -$240K -4,767 -27%
EH
75
Equitable Holdings
New York
$806K +$139K +2,757 +28%