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Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$1.57M +$52K +495 +3%
SWP
77
Stratos Wealth Partners
Ohio
$1.54M +$886K +8,433 +101%
KAS
78
Kestra Advisory Services
Texas
$1.52M -$399K -3,795 -19%
E
79
Ergoteles
New York
$1.51M +$1.73M +16,487 New
HighTower Advisors
80
HighTower Advisors
Illinois
$1.51M +$84.8K +807 +5%
CRWM
81
Castle Rock Wealth Management
California
$1.5M +$748K +7,120 +71%
GVAG
82
Great Valley Advisor Group
Delaware
$1.46M +$964K +9,177 +135%
SWM
83
Spire Wealth Management
Virginia
$1.44M +$1.65M +15,708 New
OC
84
Oppenheimer & Co
New York
$1.41M +$790K +7,521 +96%
SC
85
Scotia Capital
Ontario, Canada
$1.41M +$228K +2,169 +16%
GSWM
86
Golden State Wealth Management
California
$1.4M
PWP
87
Personal Wealth Partners
Minnesota
$1.38M
CAG
88
Csenge Advisory Group
Florida
$1.31M +$996K +9,475 +166%
CA
89
Claro Advisors
Massachusetts
$1.31M +$289K +2,747 +24%
WF
90
Welch & Forbes
Massachusetts
$1.3M -$184K -1,750 -11%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M -$390K -3,714 -21%
WS
92
Wedbush Securities
California
$1.24M +$383K +3,648 +37%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$1.24M +$679K +6,465 +91%
APA
94
American Portfolios Advisors
New York
$1.24M +$279K +2,657 +25%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.21M
CA
96
Cetera Advisors
Colorado
$1.18M +$530K +5,040 +64%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$1.18M -$34.9K -332 -3%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$1.15M +10,934 +584%
SIM
99
Seaview Investment Managers
Florida
$1.17M +$95.2K +906 +8%
CGIM
100
Cannon Global Investment Management
Florida
$1.09M -$1.2M -11,414 -49%