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Invesco Solar ETF

181 hedge funds and large institutions have $549M invested in Invesco Solar ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 13

203% more capital invested

Capital invested by funds: $181M → $549M (+$368M)

40% more funds holding

Funds holding: 129181 (+52)

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

8.27% more ownership

Funds ownership: 28.6%36.87% (+8.3%)

37% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $52.2M

Holders
181
Holders Change
+52
Holders Change %
+40.31%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
65
Increased
43
Reduced
36
Closed
13
Calls
$32.8M
Puts
$52.2M
Net Calls
-$19.3M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$34K -$197K -3,923 -88%
Franklin Resources
152
Franklin Resources
California
$32K -$55.3K -1,100 -69%
AAP
153
Arax Advisory Partners
Colorado
$32K
WTC
154
WhitTier Trust Company
Nevada
$29K -$10.1K -200 -31%
RCA
155
Ranch Capital Advisors
Florida
$29K
JFA
156
JNBA Financial Advisors
Minnesota
$27K +$20.7K +412 New
RBC
157
Roble Belko & Company
Pennsylvania
$24K
CCM
158
Covington Capital Management
California
$23K
AA
159
Advisory Alpha
Michigan
$19K +$12.9K +256 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$18K
AP
161
Advisors Preferred
Maryland
$17K -$5.33K -106 -29%
CA
162
Clearstead Advisors
Ohio
$16K
FBT
163
First Bank & Trust
South Dakota
$13K
FPFS
164
First Personal Financial Services
North Carolina
$13K
PP
165
Pacifica Partners
Canada
$13K
NFG
166
Next Financial Group
Texas
$13K +$10.3K +204 New
HNB
167
Huntington National Bank
Ohio
$11K
RIA
168
RPG Investment Advisory
California
$10K +$3.52K +70 +88%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$8K +$5.78K +115 +1,917%
Citigroup
170
Citigroup
New York
$6K
CHC
171
City Holding Co
West Virginia
$6K
GRP
172
Global Retirement Partners
California
$4K
APWA
173
Atlas Private Wealth Advisors
New Jersey
$3K
AF
174
Allworth Financial
California
$2K -$1.11K -22 -39%
CFB
175
Cullen/Frost Bankers
Texas
$2K