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Invesco Solar ETF

85 hedge funds and large institutions have $65.3M invested in Invesco Solar ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 8185 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2.98% less ownership

Funds ownership: 21%18.02% (-3%)

20% less capital invested

Capital invested by funds: $81.3M → $65.3M (-$16M)

47% less call options, than puts

Call options by funds: $910K | Put options by funds: $1.73M

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
21
Closed
11
Calls
$910K
Puts
$1.73M
Net Calls
-$817K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
76
Howe & Rusling
New York
$2K
HNB
77
Huntington National Bank
Ohio
$2K
TFA
78
Toth Financial Advisory
Virginia
$2K
SPIA
79
Steward Partners Investment Advisory
New York
$1K
TCM
80
Tradewinds Capital Management
Washington
$1K
WC
81
Whitney & Co
New York
$1K
JWM
82
Janiczek Wealth Management
Colorado
$1K +$617 +25 New
MWM
83
Merriman Wealth Management
Washington
-$2.04M -83,100 Closed
BCM
84
Barometer Capital Management
Ontario, Canada
-$1.78M -72,300 Closed
GC
85
Grimes & Company
Massachusetts
-$551K -22,452 Closed
Verition Fund Management
86
Verition Fund Management
Connecticut
-$299K -12,164 Closed
CG
87
Cutler Group
California
-$148K -6,049 Closed
TDC
88
Thompson Davis & Co
Virginia
-$68K -2,750 Closed
AP
89
Advisors Preferred
Maryland
-$43K -1,739 Closed
WB
90
Webster Bank
Connecticut
-$37K -1,500 Closed
RFC
91
Regions Financial Corp
Alabama
-$28K -1,160 Closed
KF
92
Krilogy Financial
Missouri
-$3K -118 Closed
LYV
93
Live Your Vision
Pennsylvania
-$2K -95 Closed
WAP
94
Wealthcare Advisory Partners
Pennsylvania
-$346 -14 -58%
LF
95
Lee Financial
Texas
+$25 +1 New
TWA
96
TCI Wealth Advisors
Arizona
+$247 +10 New