We are live on ! Find out more
TAN icon

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
MF
176
Montis Financial
Massachusetts
$284K
EAM
177
Eschler Asset Management
United Kingdom
$283K +$322K +3,675 New
OPS
178
Orion Portfolio Solutions
Nebraska
$279K -$59.4K -678 -16%
WANY
179
Wealthspire Advisors (New York)
New York
$279K -$39.9K -455 -11%
RIA
180
Realta Investment Advisors
Delaware
$277K +$4.38K +50 +1%
SIC
181
Salem Investment Counselors
North Carolina
$277K +$23.1K +264 +8%
MGAM
182
McGowan Group Asset Management
Texas
$268K +$305K +3,477 New
SWP
183
Stratos Wealth Partners
Ohio
$262K -$224K -2,561 -43%
CA
184
Continuum Advisory
Idaho
$261K
NA
185
NewEdge Advisors
Louisiana
$260K -$7.62K -87 -3%
AIFAIM
186
American Institute for Advanced Investment Management
Arizona
$253K -$63.1K -720 -18%
NFG
187
Nations Financial Group
Iowa
$246K -$11.1K -127 -4%
NFG
188
Next Financial Group
Texas
$242K +$20K +228 +8%
JPLA
189
Joseph P. Lucia & Associates
New York
$241K -$14K -160 -5%
KIA
190
KCM Investment Advisors
California
$241K +$43.1K +492 +19%
MCM
191
MAI Capital Management
Ohio
$239K
CW
192
CreativeOne Wealth
Kansas
$236K +$269K +3,068 New
CB
193
Commerce Bank
Missouri
$234K +$789 +9 +0.3%
MS
194
Maven Securities
Jersey
$231K +$263K +3,000 New
SWA
195
Sightline Wealth Advisors
Connecticut
$223K +$251K +2,859 New
CAL
196
Capital Analysts LLC
Pennsylvania
$222K
SFI
197
SPC Financial Inc
Maryland
$221K -$6.83K -78 -3%
BFA
198
Beacon Financial Advisory
Ohio
$221K
LA
199
LexAurum Advisors
Kansas
$218K
RCA
200
Ranch Capital Advisors
Florida
$216K +$215K +2,455 +695%