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Invesco Solar ETF

307 hedge funds and large institutions have $1.02B invested in Invesco Solar ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

1.5% more ownership

Funds ownership: 32.58%34.09% (+1.5%)

10% less funds holding

Funds holding: 340307 (-33)

12% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$134M)

23% less call options, than puts

Call options by funds: $226M | Put options by funds: $293M

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
-33
Holders Change %
-9.71%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
106
Reduced
87
Closed
52
Calls
$226M
Puts
$293M
Net Calls
-$67.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
151
Banco Bilbao Vizcaya Argentaria
Spain
$413K -$219K -2,598 -33%
US Bancorp
152
US Bancorp
Minnesota
$408K -$24.2K -288 -5%
BAM
153
Barrett Asset Management
New York
$400K +$421K +5,000 New
SIM
154
Seaview Investment Managers
Florida
$379K -$1.04M -12,329 -72%
IFG
155
Independent Financial Group
California
$375K -$95.4K -1,134 -19%
CWM
156
Cornerstone Wealth Management
Missouri
$372K -$1.6K -19 -0.4%
CFA
157
Carroll Financial Associates
North Carolina
$362K
BI
158
Bramshill Investments
Florida
$359K
PWLP
159
Prio Wealth Limited Partnership
Massachusetts
$354K
TFF
160
The Family Firm
Maryland
$347K +$15.2K +180 +5%
SI
161
Stephens Inc
Arkansas
$344K +$1.68K +20 +0.5%
OPS
162
Orion Portfolio Solutions
Nebraska
$344K +$68.4K +813 +23%
APA
163
American Portfolios Advisors
New York
$328K -$47.6K -565 -12%
WANY
164
Wealthspire Advisors (New York)
New York
$326K +$98.5K +1,170 +40%
AIFAIM
165
American Institute for Advanced Investment Management
Arizona
$321K -$95.5K -1,135 -22%
BCM
166
Bienville Capital Management
New York
$320K
TAM
167
Townsend Asset Management
North Carolina
$319K -$3.79K -45 -1%
AIM
168
Anchor Investment Management
South Carolina
$314K -$4.21K -50 -1%
ICA
169
Infrastructure Capital Advisors
New York
$313K +$337K +4,001 New
VCM
170
Vigilant Capital Management
Maine
$307K -$16.8K -200 -5%
RIA
171
RPG Investment Advisory
California
$302K +$97.9K +1,163 +45%
BCM
172
Brookstone Capital Management
Illinois
$297K -$273K -3,241 -49%
SPIA
173
Steward Partners Investment Advisory
New York
$288K -$39.5K -469 -12%
MF
174
Montis Financial
Massachusetts
$285K -$217K -2,578 -41%
RIA
175
Realta Investment Advisors
Delaware
$284K +$9.09K +108 +3%