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Invesco Solar ETF

129 hedge funds and large institutions have $181M invested in Invesco Solar ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $116M → $181M (+$65.2M)

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more funds holding

Funds holding: 121129 (+8)

1.23% more ownership

Funds ownership: 27.37%28.6% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

69% less call options, than puts

Call options by funds: $6.81M | Put options by funds: $22.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
35
Reduced
37
Closed
17
Calls
$6.81M
Puts
$22.3M
Net Calls
-$15.5M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Townsend Asset Management
North Carolina
$146K +$128K +4,032 New
CAAS
77
Capital Asset Advisory Services
Michigan
$144K -$42.2K -1,333 -31%
JPLA
78
Joseph P. Lucia & Associates
New York
$141K +$79.5K +2,510 +179%
Simplex Trading
79
Simplex Trading
Illinois
$138K -$995K -31,429 -89%
CAL
80
Capital Analysts LLC
Pennsylvania
$117K
USGIU
81
U.S. Global Investors (USGI)
Texas
$108K +$95K +3,000 New
AF
82
Advisornet Financial
Minnesota
$84K
Franklin Resources
83
Franklin Resources
California
$73K +$50.7K +1,600 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$72K +$63.3K +2,000 New
CFGS
85
Concourse Financial Group Securities
Alabama
$51K -$15.5K -488 -26%
CCM
86
Cribstone Capital Management
Maine
$49K -$2.88K -91 -6%
TFA
87
Transamerica Financial Advisors
Florida
$48K +$41.7K +1,317 New
RE
88
RBC Europe
United Kingdom
$44.3K -$1.24K -39 -3%
FHA
89
Flagship Harbor Advisors
Massachusetts
$44K -$95K -3,000 -71%
PG
90
Proffitt & Goodson
Tennessee
$39K
PCG
91
Private Capital Group
Connecticut
$37K
PCM
92
Penserra Capital Management
California
$35K +$30.9K +976 New
IFAM
93
Institutional & Family Asset Management
Colorado
$32K
BWM
94
Baystate Wealth Management
Massachusetts
$31K -$32 -1 -0.1%
MM
95
Main Management
California
$30K +$26.2K +827 New
HPC
96
HM Payson & Co
Maine
$29K
EDRH
97
Edmond de Rothschild Holding
Switzerland
$28K
GEA
98
Glen Eagle Advisors
New Jersey
$23.5K
WTC
99
WhitTier Trust Company
Nevada
$23K -$31.7K -1,000 -61%
GWM
100
Geneos Wealth Management
Colorado
$23K