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Invesco Solar ETF

301 hedge funds and large institutions have $1.22B invested in Invesco Solar ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

813% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

123% more capital invested

Capital invested by funds: $549M → $1.22B (+$675M)

66% more funds holding

Funds holding: 181301 (+120)

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

3% less ownership

Funds ownership: 36.87%33.87% (-3%)

42% less call options, than puts

Call options by funds: $222M | Put options by funds: $382M

Holders
301
Holders Change
+120
Holders Change %
+66.3%
% of All Funds
5.33%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
137
Increased
79
Reduced
56
Closed
15
Calls
$222M
Puts
$382M
Net Calls
-$160M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$1.56M +$959K +11,976 +369%
PWP
77
Personal Wealth Partners
Minnesota
$1.54M
Creative Planning
78
Creative Planning
Kansas
$1.48M +$79.6K +994 +7%
CM
79
Castleark Management
Illinois
$1.41M -$349K -4,360 -24%
CG
80
Cutler Group
California
$1.4M -$273K -3,409 -20%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.39M +$822K +10,266 +320%
IWM
82
IHT Wealth Management
Illinois
$1.37M +$560 +7 +0.1%
Citigroup
83
Citigroup
New York
$1.36M +$1.05M +13,131 +14,590%
SC
84
Scotia Capital
Ontario, Canada
$1.36M +$503K +6,281 +91%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$1.35M +$1.05M +13,163 New
CF
86
Centaurus Financial
California
$1.31M +$1.02M +12,780 New
CCM
87
Ciovacco Capital Management
Georgia
$1.29M +$1.01M +12,592 New
AAS
88
Avantax Advisory Services
Texas
$1.28M -$445K -5,561 -31%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.28M +$997K +12,453 New
CIBC World Market
90
CIBC World Market
Ontario, Canada
$1.24M +$132K +1,648 +16%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$1.22M +$147K +1,834 +18%
SIM
92
Seaview Investment Managers
Florida
$1.22M +$721K +9,005 +314%
CG
93
Colony Group
Massachusetts
$1.21M +$946K +11,813 New
CRWM
94
Castle Rock Wealth Management
California
$1.21M +$797K +9,959 New
CA
95
Claro Advisors
Massachusetts
$1.19M +$925K +11,558 New
VAM
96
Verity Asset Management
North Carolina
$1.18M -$314K -3,921 -25%
APA
97
American Portfolios Advisors
New York
$1.11M -$1.95M -24,372 -69%
BFM
98
Boothbay Fund Management
New York
$1.11M +$863K +10,778 New
GWA
99
GGM Wealth Advisors
Maryland
$1.08M +$756K +9,442 New
NA
100
NewEdge Advisors
Louisiana
$1.03M +$422K +5,273 +112%