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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
VAM
101
Verity Asset Management
North Carolina
$979K -$6.06K -72 -0.6%
CHC
102
City Holding Co
West Virginia
$940K +$73.6K +875 +8%
KFS
103
Kaizen Financial Strategies
California
$924K +$973K +11,555 New
MSAM
104
Moloney Securities Asset Management
Missouri
$877K -$71.5K -850 -7%
SWM
105
SeaCrest Wealth Management
New York
$873K +$51.3K +609 +6%
KPW
106
Kore Private Wealth
New York
$872K
SWM
107
Spire Wealth Management
Virginia
$867K -$313K -3,721 -26%
BAM
108
Belpointe Asset Management
Nevada
$837K -$51.2K -608 -5%
MM
109
Main Management
California
$828K -$888K -10,554 -50%
Wolverine Trading
110
Wolverine Trading
Illinois
$827K -$5.89M -69,995 -87%
I
111
INVST
Indiana
$804K +$33.7K +400 +4%
WCA
112
Windsor Creek Advisors
Vermont
$800K -$842K -10,000 -50%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$795K -$501K -5,950 -37%
SPC
114
Sigma Planning Corp
Michigan
$788K -$320K -3,804 -28%
BRWA
115
B. Riley Wealth Advisors
Florida
$758K -$129K -1,535 -14%
EH
116
Equitable Holdings
New York
$734K +$178K +2,112 +30%
Allianz Asset Management
117
Allianz Asset Management
Germany
$720K -$976K -11,600 -56%
CG
118
Cutler Group
California
$701K +$221K +2,627 +43%
SG Americas Securities
119
SG Americas Securities
New York
$697K +$225K +2,668 +44%
MML Investors Services
120
MML Investors Services
Massachusetts
$678K -$11.3K -134 -2%
BHB
121
Bank Hapoalim BM
Israel
$669K -$6.31K -75 -0.9%
GFPC
122
Global Financial Private Client
Florida
$659K +$92.2K +1,095 +16%
AIC
123
Ameritas Investment Company
Nebraska
$639K +$218K +2,590 +48%
IA
124
IFP Advisors
Florida
$631K +$404K +4,800 +155%
UAS
125
United Asset Strategies
New York
$623K +$35.2K +418 +6%