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Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Strategic Wealth Management
Washington
$3.18M
MA
52
Mutual Advisors
Nebraska
$3.1M +$1.12M +10,660 +46%
SCA
53
Snowden Capital Advisors
New York
$3.07M +$13K +124 +0.4%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.87M +$914K +8,699 +39%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$2.67M +$1.64M +15,624 +116%
EDRH
56
Edmond de Rothschild Holding
Switzerland
$2.54M -$3.15K -30 -0.1%
PP
57
Prudential plc
United Kingdom
$2.45M +$780K +7,420 +39%
CM
58
Columbus Macro
Pennsylvania
$2.43M +$2.79M +26,517 New
Citigroup
59
Citigroup
New York
$2.29M +$1.23M +11,742 +89%
LNB
60
Ledyard National Bank
$2.25M -$701K -6,674 -21%
CG
61
Colony Group
Massachusetts
$2.11M +$1.17M +11,174 +95%
CG
62
Cutler Group
California
$2.08M +$956K +9,099 +67%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$2.05M +$1.09M +10,330 +86%
IUHSA
64
Itau Unibanco Holding S.A.
Brazil
$2.05M +$2.34M +22,300 New
NCG
65
Newport Capital Group
New Jersey
$2.03M -$212K -2,014 -8%
Vontobel Holding
66
Vontobel Holding
Switzerland
$1.96M +$1.99M +18,900 +756%
CAN
67
Cetera Advisor Networks
California
$1.96M +$240K +2,280 +12%
MM
68
Main Management
California
$1.92M -$73.6K -700 -3%
MCM
69
Moore Capital Management
New York
$1.74M +$2M +19,000 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.66M +$647K +6,153 +52%
FA
71
Fagan Associates
New York
$1.63M +$1.2M +11,435 +182%
ASN
72
Advisory Services Network
Georgia
$1.62M +$255K +2,423 +16%
BFS
73
Bard Financial Services
Connecticut
$1.61M +$86.7K +825 +5%
SAM
74
Sycomore Asset Management
France
$1.61M -$1.09M -10,400 -35%
HCM
75
Harvey Capital Management
Florida
$1.6M -$251K -2,392 -12%