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Invesco Solar ETF

307 hedge funds and large institutions have $1.02B invested in Invesco Solar ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

1.5% more ownership

Funds ownership: 32.58%34.09% (+1.5%)

10% less funds holding

Funds holding: 340307 (-33)

12% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$134M)

23% less call options, than puts

Call options by funds: $226M | Put options by funds: $293M

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
-33
Holders Change %
-9.71%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
106
Reduced
87
Closed
52
Calls
$226M
Puts
$293M
Net Calls
-$67.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
76
Bard Financial Services
Connecticut
$1.45M +$21K +250 +1%
WS
77
Wedbush Securities
California
$1.44M +$320K +3,804 +27%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M +$3.54K +42 +0.2%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.41M +$22.4K +266 +2%
CA
80
Cetera Advisors
Colorado
$1.4M +$290K +3,448 +25%
AI
81
Atom Investors
Texas
$1.39M
OC
82
Oppenheimer & Co
New York
$1.36M -$856K -10,173 -37%
ASN
83
Advisory Services Network
Georgia
$1.33M +$60.2K +715 +5%
Truist Financial
84
Truist Financial
North Carolina
$1.31M +$356K +4,226 +35%
CAG
85
Csenge Advisory Group
Florida
$1.3M +$1.51K +18 +0.1%
CA
86
Claro Advisors
Massachusetts
$1.29M +$112K +1,335 +9%
PVH
87
Psagot Value Holdings
Israel
$1.25M -$49.7M -589,962 -97%
Citigroup
88
Citigroup
New York
$1.23M -$1.51M -17,995 -54%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$1.23M +$684K +8,132 +113%
GSWM
90
Golden State Wealth Management
California
$1.22M
LSA
91
L & S Advisors
California
$1.22M +$1.28M +15,217 New
PWP
92
Personal Wealth Partners
Minnesota
$1.2M
SIGI
93
Susquehanna International Group (Ireland)
Ireland
$1.17M +$1.23M +14,573 New
Mariner
94
Mariner
Kansas
$1.14M +$19.7K +234 +2%
WF
95
Welch & Forbes
Massachusetts
$1.14M
IWM
96
IHT Wealth Management
Illinois
$1.12M -$27.4K -326 -2%
FTUS
97
Flow Traders U.S.
New York
$1.1M -$1.75M -20,795 -60%
CRWM
98
Castle Rock Wealth Management
California
$1.07M +$16.5K +196 +2%
PWAC
99
Private Wealth Advisors (California)
California
$1.05M +$144K +1,708 +17%
IWC
100
Integrated Wealth Concepts
Massachusetts
$980K +$113K +1,338 +12%