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Invesco Solar ETF

331 hedge funds and large institutions have $905M invested in Invesco Solar ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $274M | Put options by funds: $206M

8% more funds holding

Funds holding: 307331 (+24)

0.92% less ownership

Funds ownership: 34.09%33.17% (-0.92%)

11% less capital invested

Capital invested by funds: $1.02B → $905M (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 105

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
81
Reduced
105
Closed
38
Calls
$274M
Puts
$206M
Net Calls
+$68.3M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$408K -$174K -1,989 -27%
CIAS
152
Capital Investment Advisory Services
North Carolina
$399K -$3.86K -44 -0.8%
BAM
153
Barrett Asset Management
New York
$385K
SM
154
SG3 Management
Puerto Rico
$385K +$438K +5,000 New
CM
155
Castleark Management
Illinois
$379K +$193K +2,200 +81%
TFF
156
The Family Firm
Maryland
$376K +$91.5K +1,044 +27%
CWM
157
Cornerstone Wealth Management
Missouri
$355K -$3.59K -41 -0.9%
FHA
158
Flagship Harbor Advisors
Massachusetts
$353K -$46.1K -526 -10%
HI
159
Harbour Investments
Wisconsin
$351K -$226K -2,583 -36%
WWM
160
Western Wealth Management
Colorado
$351K +$400K +4,567 New
CFA
161
Carroll Financial Associates
North Carolina
$349K
PWLP
162
Prio Wealth Limited Partnership
Massachusetts
$348K +$8.76K +100 +2%
BI
163
Bramshill Investments
Florida
$345K
PCM
164
Prelude Capital Management
New York
$342K -$1.47M -16,772 -79%
SIM
165
Seaview Investment Managers
Florida
$340K -$26.4K -301 -6%
RIA
166
RPG Investment Advisory
California
$337K +$53.2K +607 +16%
SI
167
Stephens Inc
Arkansas
$329K -$2.54K -29 -0.7%
APA
168
American Portfolios Advisors
New York
$323K +$8.76K +100 +2%
VanEck Associates
169
VanEck Associates
New York
$318K +$147K +1,675 +68%
PCA
170
Personal Capital Advisors
California
$305K +$64.8K +740 +22%
AIM
171
Anchor Investment Management
South Carolina
$302K
TAM
172
Townsend Asset Management
North Carolina
$290K -$19.5K -222 -6%
VCM
173
Vigilant Capital Management
Maine
$290K -$6.57K -75 -2%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$289K +$30.9K +353 +10%
LAM
175
LifePro Asset Management
California
$285K +$325K +3,709 New