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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
Vontobel Holding
201
Vontobel Holding
Switzerland
$257K +$200K +2,500 New
GAM
202
Geier Asset Management
Maryland
$254K +$201K +2,508 New
AFG
203
Albion Financial Group
Utah
$249K +$194K +2,420 New
CPC
204
Cookson Peirce & Co
Pennsylvania
$244K +$190K +2,375 New
FSA
205
Financial Services Advisory
Maryland
$241K +$188K +2,349 New
CMI
206
Clare Market Investments
Texas
$239K +$186K +2,325 New
RBFC
207
Roman Butler Fullerton & Co
Missouri
$236K +$184K +2,300 New
CFGS
208
Concourse Financial Group Securities
Alabama
$227K +$64K +799 +57%
DWM
209
Dorchester Wealth Management
Quebec, Canada
$226K +$176K +2,200 New
AF
210
Advisornet Financial
Minnesota
$217K -$18.4K -230 -10%
FAIM
211
Financial Advocates Investment Management
Washington
$217K +$302K +3,772 New
RAM
212
Riggs Asset Management
Pennsylvania
$215K +$168K +2,093 New
MCC
213
Money Concepts Capital
Florida
$213K +$166K +2,072 New
WCA
214
Windsor Creek Advisors
Vermont
$206K -$4.11M -51,400 -96%
Renaissance Technologies
215
Renaissance Technologies
New York
$206K -$2.2M -27,500 -93%
CS
216
Credit Suisse
Switzerland
$206K +$160K +2,000 New
EGWAG
217
Elwood & Goetz Wealth Advisory Group
Georgia
$204K +$159K +1,982 New
LA
218
LexAurum Advisors
Kansas
$204K +$159K +1,987 New
SPIA
219
Steward Partners Investment Advisory
New York
$194K +$109K +1,361 +256%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$192K +$150K +1,873 New
AP
221
Advisors Preferred
Maryland
$182K +$118K +1,472 +571%
JPLA
222
Joseph P. Lucia & Associates
New York
$173K +$135K +1,681 New
Simplex Trading
223
Simplex Trading
Illinois
$166K +$130K +1,622 New
PCG
224
Private Capital Group
Connecticut
$149K
AIC
225
Ayalon Insurance Company
Israel
$139K