We are live on ! Find out more
TAN icon

Invesco Solar ETF

109 hedge funds and large institutions have $109M invested in Invesco Solar ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $82.7M → $109M (+$26.3M)

10% more funds holding

Funds holding: 99109 (+10)

1.1% more ownership

Funds ownership: 23.68%24.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

83% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $14.2M

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
35
Reduced
16
Closed
12
Calls
$2.36M
Puts
$14.2M
Net Calls
-$11.9M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$48K
SBL
77
Sargent Bickham Lagudis
Colorado
$42K
CCM
78
Covington Capital Management
California
$40K
RE
79
RBC Europe
United Kingdom
$37.2K +$1.16K +39 +3%
PCG
80
Private Capital Group
Connecticut
$30K +$30.7K +1,030 New
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K
IFAM
82
Institutional & Family Asset Management
Colorado
$26K
BWM
83
Baystate Wealth Management
Massachusetts
$25K +$25.5K +854 New
GEA
84
Glen Eagle Advisors
New Jersey
$25K
PG
85
Proffitt & Goodson
Tennessee
$22K
OIA
86
Optimum Investment Advisors
Illinois
$21K +$20.9K +700 New
RFA
87
Reilly Financial Advisors
California
$18K +$17.9K +600 New
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$13K +$13.6K +455 New
AIM
89
Advantage Investment Management
Iowa
$11K
RBC
90
Roble Belko & Company
Pennsylvania
$11K
NFG
91
Next Financial Group
Texas
$10K -$29.9K -1,000 -75%
SWP
92
Strategic Wealth Partners
Ohio
$8.81K +$8.96K +300 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$8K
FHA
94
Flagship Harbor Advisors
Massachusetts
$8K
BFEC
95
Benjamin F. Edwards & Company
Missouri
$8K +$2.6K +87 +44%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$8K +$8.57K +287 +28,700%
AIC
97
Ameritas Investment Company
Nebraska
$7K +$7.08K +237 New
ASN
98
Advisory Services Network
Georgia
$6K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$6K +$2.09K +70 +54%
FPFS
100
First Personal Financial Services
North Carolina
$6K +$5.82K +195 New