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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
CI
176
CX Institutional
Indiana
$430K +$162K +1,993 +71%
CWM
177
Cornerstone Wealth Management
Missouri
$417K +$25.8K +317 +7%
APA
178
American Portfolios Advisors
New York
$417K -$718K -8,823 -65%
PCM
179
Prelude Capital Management
New York
$409K +$373K +4,580 New
CFA
180
Carroll Financial Associates
North Carolina
$404K
BI
181
Bramshill Investments
Florida
$401K +$365K +4,486 New
LWPC
182
Legacy Wealth Partners (California)
California
$396K -$208K -2,560 -37%
PWLP
183
Prio Wealth Limited Partnership
Massachusetts
$395K
CGIM
184
Cannon Global Investment Management
Florida
$393K -$609K -7,486 -63%
SI
185
Stephens Inc
Arkansas
$382K +$8.54K +105 +3%
NFG
186
Next Financial Group
Texas
$379K +$3.99K +49 +1%
PA
187
Parallel Advisors
California
$378K +$87.1K +1,071 +34%
SPIA
188
Steward Partners Investment Advisory
New York
$364K -$477K -5,869 -59%
VCM
189
Vigilant Capital Management
Maine
$361K
TAM
190
Townsend Asset Management
North Carolina
$360K
BCM
191
Bienville Capital Management
New York
$357K
KIA
192
KCM Investment Advisors
California
$356K +$324K +3,985 New
AIM
193
Anchor Investment Management
South Carolina
$355K
MRC
194
Millburn Ridgefield Corp
New York
$351K +$319K +3,925 New
LFAS
195
Level Four Advisory Services
Texas
$344K +$100K +1,233 +47%
TFF
196
The Family Firm
Maryland
$328K +$298K +3,667 New
AIC
197
Ayalon Insurance Company
Israel
$325K +$140K +1,715 +87%
OPS
198
Orion Portfolio Solutions
Nebraska
$312K +$76.5K +940 +37%
RIA
199
Realta Investment Advisors
Delaware
$307K -$1.55K -19 -0.5%
PP
200
Professional Planning
California
$306K -$47.2K -580 -14%