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Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$491K +$49.7K +473 +10%
AIC
152
Ameritas Investment Company
Nebraska
$490K +$562K +5,344 New
IFG
153
Independent Financial Group
California
$478K -$84.4K -803 -13%
GFPC
154
Global Financial Private Client
Florida
$475K -$6.83K -65 -1%
CIAS
155
Capital Investment Advisory Services
North Carolina
$471K
AIFAIM
156
American Institute for Advanced Investment Management
Arizona
$466K +$5.25K +50 +1%
JWCA
157
J.W. Cole Advisors
Florida
$453K -$392K -3,731 -43%
LFA
158
Legend Financial Advisors
Pennsylvania
$449K +$212K +2,018 +70%
CCG
159
Capital CS Group
California
$443K +$197K +1,877 +64%
KPWS
160
Kestra Private Wealth Services
Texas
$427K -$130K -1,236 -21%
CFA
161
Carroll Financial Associates
North Carolina
$415K
GIA
162
Gladstone Institutional Advisory
Florida
$413K +$473K +4,497 New
HI
163
Harbour Investments
Wisconsin
$413K +$473K +4,501 New
PWLP
164
Prio Wealth Limited Partnership
Massachusetts
$406K -$126K -1,200 -21%
CWM
165
Cornerstone Wealth Management
Missouri
$399K
WANY
166
Wealthspire Advisors (New York)
New York
$396K +$75.8K +721 +20%
HH
167
Hilltop Holdings
Texas
$390K -$52.5K -500 -11%
SWIG
168
Strategic Wealth Investment Group
Kentucky
$385K +$16.2K +154 +4%
NFG
169
Next Financial Group
Texas
$384K +$341K +3,248 +346%
SI
170
Stephens Inc
Arkansas
$383K +$36.3K +345 +9%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$374K
VCM
172
Vigilant Capital Management
Maine
$371K -$105K -1,000 -20%
TAM
173
Townsend Asset Management
North Carolina
$370K +$315 +3 +0.1%
Cerity Partners
174
Cerity Partners
New York
$368K +$421K +4,010 New
PP
175
Professional Planning
California
$367K -$1.58K -15 -0.4%