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Invesco Solar ETF

340 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 81

11% more funds holding

Funds holding: 307340 (+33)

8% more capital invested

Capital invested by funds: $1.06B → $1.15B (+$89.9M)

1.18% more ownership

Funds ownership: 31.4%32.58% (+1.2%)

15% less call options, than puts

Call options by funds: $288M | Put options by funds: $340M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
80
Increased
116
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Magnus Financial Group
New York
$599K +$312K +3,830 +133%
FNWM
152
Financial Network Wealth Management
Utah
$590K
BCM
153
Brookstone Capital Management
Illinois
$586K -$42.7K -525 -7%
JWCA
154
J.W. Cole Advisors
Florida
$578K +$125K +1,533 +31%
AIC
155
Ameritas Investment Company
Nebraska
$577K +$4.8K +59 +1%
MF
156
Montis Financial
Massachusetts
$560K +$209K +2,572 +70%
SCP
157
Stamos Capital Partners
California
$557K +$190K +2,330 +60%
CG
158
Cutler Group
California
$549K -$1.35M -16,543 -73%
SG Americas Securities
159
SG Americas Securities
New York
$540K +$229K +2,820 +87%
JGC
160
J. Goldman & Co
New York
$536K +$488K +6,000 New
SWIG
161
Strategic Wealth Investment Group
Kentucky
$523K +$135K +1,656 +39%
GVAG
162
Great Valley Advisor Group
Delaware
$522K -$823K -10,115 -63%
IFG
163
Independent Financial Group
California
$520K +$50.2K +617 +12%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$495K
SAS
165
Stelac Advisory Services
New York
$489K +$445K +5,470 New
PWM
166
Purus Wealth Management
California
$482K -$35.5K -437 -7%
US Bancorp
167
US Bancorp
Minnesota
$481K +$3.09K +38 +0.7%
Creative Planning
168
Creative Planning
Kansas
$475K -$365K -4,487 -46%
ASFA
169
All Season Financial Advisors
Colorado
$474K +$431K +5,303 New
CIAS
170
Capital Investment Advisory Services
North Carolina
$467K +$8.13K +100 +2%
AIFAIM
171
American Institute for Advanced Investment Management
Arizona
$460K +$5.69K +70 +1%
FHA
172
Flagship Harbor Advisors
Massachusetts
$457K -$533K -6,550 -56%
CMI
173
Clare Market Investments
Texas
$449K +$159K +1,950 +63%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$447K -$635K -7,810 -61%
GIA
175
Gladstone Institutional Advisory
Florida
$444K +$38.2K +470 +10%