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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
FHA
101
Flagship Harbor Advisors
Massachusetts
$1.07M -$374K -3,555 -23%
AAS
102
Avantax Advisory Services
Texas
$1.04M -$120K -1,144 -9%
MSAM
103
Moloney Securities Asset Management
Missouri
$1.03M +$278K +2,647 +31%
KFS
104
Kaizen Financial Strategies
California
$1.03M +$1.18M +11,185 New
IWM
105
IHT Wealth Management
Illinois
$1.01M -$237K -2,251 -17%
MWM
106
Merriman Wealth Management
Washington
$1.01M +$210K +2,000 +22%
Optiver Holding
107
Optiver Holding
Netherlands
$998K +$1.14M +10,874 New
BRWA
108
B. Riley Wealth Advisors
Florida
$973K +$831K +7,905 +294%
AWM
109
AE Wealth Management
Kansas
$955K +$678K +6,451 +163%
VAM
110
Verity Asset Management
North Carolina
$932K -$142K -1,355 -12%
TC
111
TradeLink Capital
Illinois
$927K +$1.06M +10,100 New
SM
112
SG3 Management
Puerto Rico
$918K +$1.05M +10,000 New
Barclays
113
Barclays
United Kingdom
$916K -$1.52M -14,430 -59%
SPIA
114
Steward Partners Investment Advisory
New York
$912K +$846K +8,049 +425%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$910K
IWC
116
Integrated Wealth Concepts
Massachusetts
$906K +$552K +5,255 +114%
Creative Planning
117
Creative Planning
Kansas
$900K -$483K -4,594 -32%
KPW
118
Kore Private Wealth
New York
$887K
BCM
119
Beck Capital Management
Texas
$883K -$2.11M -20,044 -68%
EH
120
Equitable Holdings
New York
$873K +$335K +3,183 +50%
BHB
121
Bank Hapoalim BM
Israel
$813K +$114K +1,086 +14%
GWA
122
GGM Wealth Advisors
Maryland
$808K +$29.8K +284 +3%
JP Morgan Chase
123
JP Morgan Chase
New York
$806K -$1.01M -9,646 -52%
I
124
INVST
Indiana
$802K +$631 +6 +0.1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$789K -$1.6M -15,220 -63%