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Invesco Solar ETF

307 hedge funds and large institutions have $1.02B invested in Invesco Solar ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

1.5% more ownership

Funds ownership: 32.58%34.09% (+1.5%)

10% less funds holding

Funds holding: 340307 (-33)

12% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$134M)

23% less call options, than puts

Call options by funds: $226M | Put options by funds: $293M

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
-33
Holders Change %
-9.71%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
106
Reduced
87
Closed
52
Calls
$226M
Puts
$293M
Net Calls
-$67.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Strategic Wealth Management
Washington
$2.91M +$218K +2,595 +8%
AWM
52
AE Wealth Management
Kansas
$2.88M -$1.43M -16,992 -32%
CAN
53
Cetera Advisor Networks
California
$2.86M +$413K +4,903 +16%
BONH
54
Bank of New Hampshire
New Hampshire
$2.84M
CG
55
Colony Group
Massachusetts
$2.83M +$715K +8,497 +32%
EPA
56
Element Pointe Advisors
Florida
$2.75M +$2.04M +24,251 +238%
Vontobel Holding
57
Vontobel Holding
Switzerland
$2.62M +$564K +6,700 +26%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.6M +$189K +2,245 +7%
NL
59
NWAM LLC
Washington
$2.53M +$33.8K +401 +1%
MFS
60
Mirabella Financial Services
United Kingdom
$2.5M +$1.73M +20,500 +190%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2.49M +$2.2M +26,185 +524%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.49M -$88.6K -1,053 -3%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$2.27M -$210K -2,496 -8%
Simplex Trading
64
Simplex Trading
Illinois
$2.1M +$128K +1,523 +7%
LNB
65
Ledyard National Bank
$2.04M -$34.3K -408 -2%
PP
66
Prudential plc
United Kingdom
$2.02M
SAM
67
Sycomore Asset Management
France
$1.82M -$586K -6,957 -23%
NCG
68
Newport Capital Group
New Jersey
$1.77M -$50.5K -600 -3%
SWAG
69
Spectrum Wealth Advisory Group
California
$1.73M +$102K +1,214 +6%
PCM
70
Prelude Capital Management
New York
$1.7M +$1.4M +16,639 +363%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.61M +$32.5K +386 +2%
NSLI
72
Nan Shan Life Insurance
Taiwan
$1.6M -$1.46M -17,300 -46%
FA
73
Fagan Associates
New York
$1.53M +$81.9K +973 +5%
KAS
74
Kestra Advisory Services
Texas
$1.53M +$20.7K +246 +1%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$1.51M -$133K -1,576 -8%