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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
CI
176
CX Institutional
Indiana
$362K -$762K -9,519 -73%
RIA
177
Regal Investment Advisors
Michigan
$339K +$264K +3,301 New
RIA
178
Realta Investment Advisors
Delaware
$335K +$261K +3,263 New
BAM
179
Belpointe Asset Management
Nevada
$329K +$256K +3,199 New
MFG
180
Magnus Financial Group
New York
$326K -$96.1K -1,200 -27%
PI
181
PEAK6 Investments
Illinois
$326K +$254K +3,168 New
LFF
182
Level Four Financial
Texas
$326K +$254K +3,177 New
MF
183
Montis Financial
Massachusetts
$324K +$235K +2,931 New
TC
184
Trilogy Capital
California
$320K
CB
185
Commerce Bank
Missouri
$312K +$243K +3,031 New
ICA
186
Infrastructure Capital Advisors
New York
$309K +$241K +3,010 New
Parallax Volatility Advisers
187
Parallax Volatility Advisers
California
$306K +$239K +2,982 New
CCG
188
Capital CS Group
California
$304K +$237K +2,955 New
BFA
189
Beacon Financial Advisory
Ohio
$299K -$16K -200 -6%
CAL
190
Capital Analysts LLC
Pennsylvania
$297K -$28.6K -357 -11%
LFA
191
Legend Financial Advisors
Pennsylvania
$295K +$230K +2,873 New
AG
192
Appleton Group
Wisconsin
$288K -$138K -1,726 -38%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$284K +$222K +2,767 New
Truist Financial
194
Truist Financial
North Carolina
$279K +$217K +2,711 New
BRWA
195
B. Riley Wealth Advisors
Florida
$277K +$215K +2,688 New
Brown Advisory
196
Brown Advisory
Maryland
$266K +$208K +2,592 New
TFF
197
The Family Firm
Maryland
$262K +$196K +2,450 New
Bank Julius Baer & Co
198
Bank Julius Baer & Co
Switzerland
$262K +$204K +2,550 New
NFG
199
Nations Financial Group
Iowa
$258K +$201K +2,512 New
PTC
200
Philadelphia Trust Company
Pennsylvania
$257K +$200K +2,500 New