We are live on ! Find out more
TAN icon

Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
201
Magnus Financial Group
New York
$263K -$31.5K -300 -9%
BFA
202
Beacon Financial Advisory
Ohio
$263K -$5.25K -50 -2%
DA
203
DCM Advisors
New York
$259K -$241K -2,294 -45%
CI
204
CX Institutional
Indiana
$259K -$74.1K -705 -20%
BAM
205
Belpointe Asset Management
Nevada
$255K -$43.5K -414 -13%
CAL
206
Capital Analysts LLC
Pennsylvania
$255K -$11.3K -108 -4%
SFS
207
Sowell Financial Services
Arkansas
$243K -$213K -2,026 -38%
LFAS
208
Level Four Advisory Services
Texas
$240K +$275K +2,614 New
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$234K
OPS
210
Orion Portfolio Solutions
Nebraska
$234K +$268K +2,552 New
Baird Financial Group
211
Baird Financial Group
Wisconsin
$232K -$25.2K -240 -9%
CPC
212
Cookson Peirce & Co
Pennsylvania
$218K
CA
213
Calton & Associates
Florida
$213K +$244K +2,320 New
VWM
214
Vigilare Wealth Management
Arizona
$209K +$239K +2,275 New
GAM
215
Geier Asset Management
Maryland
$206K
DCM
216
Dimension Capital Management
Florida
$202K +$231K +2,200 New
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$184K +$210K +2,000 New
AIC
218
Ayalon Insurance Company
Israel
$179K +$65.3K +621 +46%
AF
219
Advisornet Financial
Minnesota
$178K -$17.3K -165 -8%
GWM
220
Geneos Wealth Management
Colorado
$172K +$420 +4 +0.2%
RAM
221
Riggs Asset Management
Pennsylvania
$161K -$35.4K -337 -16%
GRP
222
Global Retirement Partners
California
$159K +$72.4K +689 +66%
JPLA
223
Joseph P. Lucia & Associates
New York
$155K +$1.26K +12 +0.7%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$151K +$143K +1,365 +486%
PGAM
225
Princeton Global Asset Management
New Jersey
$140K +$94.6K +900 +143%