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Invesco Solar ETF

340 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 81

11% more funds holding

Funds holding: 307340 (+33)

8% more capital invested

Capital invested by funds: $1.06B → $1.15B (+$89.9M)

1.18% more ownership

Funds ownership: 31.4%32.58% (+1.2%)

15% less call options, than puts

Call options by funds: $288M | Put options by funds: $340M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
80
Increased
116
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Personal Wealth Partners
Minnesota
$1.34M
CA
102
Claro Advisors
Massachusetts
$1.32M +$40.3K +496 +3%
IWM
103
IHT Wealth Management
Illinois
$1.28M +$269K +3,310 +30%
SWM
104
Spire Wealth Management
Virginia
$1.27M -$93.2K -1,146 -7%
WF
105
Welch & Forbes
Massachusetts
$1.27M
WS
106
Wedbush Securities
California
$1.26M +$48.3K +594 +4%
CA
107
Cetera Advisors
Colorado
$1.26M +$93.9K +1,154 +9%
Mariner
108
Mariner
Kansas
$1.25M +$1.14M +14,010 New
SPC
109
Sigma Planning Corp
Michigan
$1.22M -$2.56M -31,486 -70%
PI
110
PEAK6 Investments
Illinois
$1.21M +$519K +6,377 +90%
VAM
111
Verity Asset Management
North Carolina
$1.1M +$176K +2,159 +21%
Truist Financial
112
Truist Financial
North Carolina
$1.09M +$403K +4,953 +69%
MSAM
113
Moloney Securities Asset Management
Missouri
$1.06M +$47.2K +580 +5%
BAM
114
Belpointe Asset Management
Nevada
$990K +$675K +8,298 +298%
BRWA
115
B. Riley Wealth Advisors
Florida
$984K +$34.1K +419 +4%
IWC
116
Integrated Wealth Concepts
Massachusetts
$975K +$85.2K +1,047 +11%
KPW
117
Kore Private Wealth
New York
$974K +$101K +1,240 +13%
CHC
118
City Holding Co
West Virginia
$972K +$203K +2,495 +30%
MFS
119
Mirabella Financial Services
United Kingdom
$965K +$879K +10,800 New
CRWM
120
Castle Rock Wealth Management
California
$952K -$504K -6,202 -36%
KWM
121
Kingsview Wealth Management
Oregon
$950K +$875K +10,762 New
SWM
122
SeaCrest Wealth Management
New York
$921K +$275K +3,379 +49%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$910K
Squarepoint
124
Squarepoint
New York
$884K +$114K +1,400 +16%
PWAC
125
Private Wealth Advisors (California)
California
$882K +$248K +3,054 +45%