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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
SFS
151
Sowell Financial Services
Arkansas
$544K +$423K +5,289 New
CIAS
152
Capital Investment Advisory Services
North Carolina
$527K -$4.8K -60 -1%
DA
153
DCM Advisors
New York
$526K +$410K +5,119 New
VCM
154
Vigilant Capital Management
Maine
$518K +$2K +25 +0.5%
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$516K -$6K -75 -1%
US Bancorp
156
US Bancorp
Minnesota
$502K
HH
157
Hilltop Holdings
Texas
$488K +$76.9K +960 +25%
PWM
158
Purus Wealth Management
California
$485K +$378K +4,718 New
SA
159
Strategic Advisors
New York
$475K +$313K +3,912 New
IWC
160
Integrated Wealth Concepts
Massachusetts
$474K +$369K +4,614 New
CFA
161
Carroll Financial Associates
North Carolina
$465K
CWM
162
Cornerstone Wealth Management
Missouri
$447K -$27.8K -347 -7%
IHL
163
Investment House LLC
California
$430K +$335K +4,180 New
SWIG
164
Strategic Wealth Investment Group
Kentucky
$415K -$126K -1,578 -28%
TAM
165
Townsend Asset Management
North Carolina
$414K
PP
166
Professional Planning
California
$414K +$322K +4,025 New
WCM
167
Washburn Capital Management
Florida
$412K +$321K +4,005 New
MIH
168
Meitav Investment House
Israel
$412K +$323K +4,031 New
AWM
169
AE Wealth Management
Kansas
$407K -$729K -9,103 -70%
LWPC
170
Legacy Wealth Partners (California)
California
$403K -$58.4K -730 -16%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$403K +$97.7K +1,220 New
SCP
172
Stamos Capital Partners
California
$401K +$312K +3,900 New
SI
173
Stephens Inc
Arkansas
$393K +$307K +3,829 New
LSPW
174
Lake Street Private Wealth
Illinois
$373K +$291K +3,633 New
WANY
175
Wealthspire Advisors (New York)
New York
$370K +$288K +3,596 New