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Invesco Solar ETF

331 hedge funds and large institutions have $905M invested in Invesco Solar ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $274M | Put options by funds: $206M

8% more funds holding

Funds holding: 307331 (+24)

0.92% less ownership

Funds ownership: 34.09%33.17% (-0.92%)

11% less capital invested

Capital invested by funds: $1.02B → $905M (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 105

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
81
Reduced
105
Closed
38
Calls
$274M
Puts
$206M
Net Calls
+$68.3M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
101
Verity Asset Management
North Carolina
$911K -$36.1K -412 -3%
SWM
102
Spire Wealth Management
Virginia
$863K +$32.6K +372 +3%
MM
103
Main Management
California
$862K +$73.5K +839 +8%
SWM
104
SeaCrest Wealth Management
New York
$844K +$3.5K +40 +0.4%
MSAM
105
Moloney Securities Asset Management
Missouri
$841K -$3.68K -42 -0.4%
TI
106
Trexquant Investment
Connecticut
$825K +$939K +10,719 New
BAM
107
Belpointe Asset Management
Nevada
$775K -$35.1K -400 -4%
PWAC
108
Private Wealth Advisors (California)
California
$751K -$160K -1,826 -16%
KPW
109
Kore Private Wealth
New York
$744K -$109K -1,240 -11%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$731K -$39.4K -450 -5%
CRWM
111
Castle Rock Wealth Management
California
$709K +$4.03K +46 +0.4%
AAS
112
Ameritas Advisory Services
Nebraska
$686K +$781K +8,910 New
SPC
113
Sigma Planning Corp
Michigan
$682K -$87.7K -1,001 -10%
CAIMH
114
Central Asset Investments & Management Holdings
Hong Kong
$679K -$4.9M -55,906 -86%
BRWA
115
B. Riley Wealth Advisors
Florida
$664K -$75.5K -862 -9%
GFPC
116
Global Financial Private Client
Florida
$656K +$34.4K +392 +5%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$653K +$744K +8,490 New
SC
118
Scotia Capital
Ontario, Canada
$651K +$108K +1,228 +17%
IFG
119
Independent Financial Group
California
$644K +$323K +3,683 +79%
EH
120
Equitable Holdings
New York
$643K -$72.8K -831 -9%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$640K +$729K +8,319 New
CHC
122
City Holding Co
West Virginia
$619K -$272K -3,105 -26%
SWIG
123
Strategic Wealth Investment Group
Kentucky
$617K +$40.2K +459 +6%
LSPW
124
Lake Street Private Wealth
Illinois
$610K +$61.1K +697 +10%
I
125
INVST
Indiana
$600K