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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
CFGS
176
Concourse Financial Group Securities
Alabama
$278K +$17.3K +206 +6%
NA
177
NewEdge Advisors
Louisiana
$277K -$467K -5,547 -62%
CA
178
Continuum Advisory
Idaho
$271K
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$268K +$67.3K +800 +31%
KPWS
180
Kestra Private Wealth Services
Texas
$267K +$1.26K +15 +0.5%
NFG
181
Nations Financial Group
Iowa
$266K +$25.2K +300 +10%
SIC
182
Salem Investment Counselors
North Carolina
$266K +$81.6K +970 +41%
PCA
183
Personal Capital Advisors
California
$264K +$28.6K +340 +11%
JPLA
184
Joseph P. Lucia & Associates
New York
$264K +$79.1K +940 +40%
DA
185
DCM Advisors
New York
$256K +$19.9K +237 +8%
MCM
186
MAI Capital Management
Ohio
$249K +$262K +3,108 New
CB
187
Commerce Bank
Missouri
$242K
PP
188
Professional Planning
California
$240K -$35.6K -423 -12%
SFI
189
SPC Financial Inc
Maryland
$236K +$33.1K +393 +15%
NFG
190
Next Financial Group
Texas
$233K -$110K -1,311 -31%
CAL
191
Capital Analysts LLC
Pennsylvania
$230K
BFA
192
Beacon Financial Advisory
Ohio
$229K
LA
193
LexAurum Advisors
Kansas
$226K +$34.1K +405 +17%
DAS
194
Dynamic Advisor Solutions
Arizona
$226K +$40.1K +477 +20%
CAS
195
Cascadia Advisory Services
Oregon
$223K -$1.6K -19 -0.7%
CM
196
Castleark Management
Illinois
$217K
CA
197
CastleArk Alternatives
Illinois
$217K +$175K +2,082 +326%
EP
198
EPIQ Partners
Minnesota
$217K +$229K +2,715 New
PCA
199
Pallas Capital Advisors
Massachusetts
$216K +$187K +2,223 New
KIA
200
KCM Investment Advisors
California
$211K -$114K -1,350 -34%