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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
DS
126
DRW Securities
Illinois
$700K +$545K +6,808 New
GVAG
127
Great Valley Advisor Group
Delaware
$696K +$542K +6,776 New
FI
128
FormulaFolio Investments
Michigan
$692K +$539K +6,736 New
BCM
129
Brookstone Capital Management
Illinois
$687K +$536K +6,690 New
WWM
130
Western Wealth Management
Colorado
$685K +$129K +1,612 +32%
FNWM
131
Financial Network Wealth Management
Utah
$678K +$528K +6,600 New
FEM
132
Fulcrum Equity Management
Texas
$663K -$18.9K -236 -4%
AIM
133
Anchor Investment Management
South Carolina
$654K -$21.9K -273 -4%
EH
134
Equitable Holdings
New York
$650K -$490K -6,121 -49%
FA
135
Fagan Associates
New York
$647K +$504K +6,300 New
MWM
136
Meridian Wealth Management
Kentucky
$640K +$499K +6,230 New
IBOK
137
Independence Bank of Kentucky
Kentucky
$634K +$288K +3,592 +139%
IFG
138
Independent Financial Group
California
$617K +$481K +6,007 New
AWA
139
Arete Wealth Advisors
Illinois
$616K +$470K +5,874 New
KPWS
140
Kestra Private Wealth Services
Texas
$603K +$157K +1,955 +50%
MML Investors Services
141
MML Investors Services
Massachusetts
$594K -$36.1K -451 -7%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$589K +$459K +5,731 New
CAG
143
Csenge Advisory Group
Florida
$588K +$458K +5,724 New
BCM
144
Barometer Capital Management
Ontario, Canada
$586K -$1.18M -14,700 -72%
PWLP
145
Prio Wealth Limited Partnership
Massachusetts
$578K
BCM
146
BlueCrest Capital Management
Jersey
$562K -$746K -9,312 -63%
SWM
147
SeaCrest Wealth Management
New York
$558K +$119K +1,485 +38%
ED
148
Exane Derivatives
France
$558K
WIA
149
World Investment Advisors
California
$555K +$366K +4,573 New
GFPC
150
Global Financial Private Client
Florida
$545K +$39.5K +494 +10%