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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
WS
101
Wedbush Securities
California
$1.02M +$100K +1,254 +15%
NL
102
NWAM LLC
Washington
$1.01M -$949K -11,856 -55%
KPW
103
Kore Private Wealth
New York
$993K
I
104
INVST
Indiana
$991K +$24.2K +302 +3%
CHC
105
City Holding Co
West Virginia
$964K +$743K +9,285 +9,285%
MWM
106
Merriman Wealth Management
Washington
$925K -$1.12M -14,000 -61%
FIA
107
Foundations Investment Advisors
Arizona
$921K -$29.7K -371 -5%
Marshall Wace
108
Marshall Wace
United Kingdom
$912K +$710K +8,874 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$910K
FFS
110
Founders Financial Securities
Maryland
$896K +$698K +8,716 New
JWCA
111
J.W. Cole Advisors
Florida
$891K +$395K +4,931 +132%
MSAM
112
Moloney Securities Asset Management
Missouri
$883K +$317K +3,956 +85%
DAS
113
Dynamic Advisor Solutions
Arizona
$881K +$686K +8,573 New
Deutsche Bank
114
Deutsche Bank
Germany
$867K
SWP
115
Stratos Wealth Partners
Ohio
$862K +$671K +8,384 New
OC
116
Oppenheimer & Co
New York
$808K +$629K +7,862 New
CA
117
Cetera Advisors
Colorado
$808K +$630K +7,867 New
GDP
118
Great Diamond Partners
Maine
$807K -$115K -1,439 -15%
BHB
119
Bank Hapoalim BM
Israel
$799K -$1.29M -16,122 -67%
PA
120
Parkside Advisors
California
$789K
GWM
121
Greenhouse Wealth Management
Connecticut
$771K +$600K +7,500 New
IA
122
IFP Advisors
Florida
$764K -$95.7K -1,195 -14%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$726K +$219K +2,737 +63%
GTAM
124
Global Trust Asset Management
Florida
$720K -$224K -2,797 -29%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$713K