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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
RCA
101
Ranch Capital Advisors
Florida
$23K +$14.3K +453 New
SBL
102
Sargent Bickham Lagudis
Colorado
$22K -$10.8K -341 -36%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21K -$2.22K -70 -11%
TFS
104
TrustCore Financial Services
Tennessee
$20K
AAP
105
Arax Advisory Partners
Colorado
$18K
SWM
106
Sugarloaf Wealth Management
Georgia
$18K +$13.9K +440 +733%
RBC
107
Roble Belko & Company
Pennsylvania
$14K
WT
108
Washington Trust
Rhode Island
$14K
CCM
109
Covington Capital Management
California
$13K -$31.7K -1,000 -74%
AP
110
Advisors Preferred
Maryland
$13K +$4.69K +148 +69%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$10K -$63 -2 -0.7%
PA
112
Parallel Advisors
California
$9K -$9.06K -286 -53%
CA
113
Clearstead Advisors
Ohio
$9K +$3.17K +100 +67%
PP
114
Pacifica Partners
Canada
$7K -$8.55K -270 -57%
FBT
115
First Bank & Trust
South Dakota
$7K
FPFS
116
First Personal Financial Services
North Carolina
$7K
HNB
117
Huntington National Bank
Ohio
$6K
RAM
118
Riggs Asset Management
Pennsylvania
$6K
WR
119
Watson Rebecca
$5K +$4.18K +132 New
CHC
120
City Holding Co
West Virginia
$4K
Citigroup
121
Citigroup
New York
$3K
RIA
122
RPG Investment Advisory
California
$3K +$2.53K +80 New
GRP
123
Global Retirement Partners
California
$2K -$1.49K -47 -42%
APWA
124
Atlas Private Wealth Advisors
New Jersey
$2K +$1.71K +54 New
AF
125
Allworth Financial
California
$2K +$1.77K +56 New