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Invesco Solar ETF
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Overview Fund Activity

338 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 115 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+32
Holders Change %
+10.46%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
79
Increased
115
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$69M
2
Bank of America
2
Bank of America
North Carolina
$110M
3
Citadel Advisors
3
Citadel Advisors
Florida
$16.2M
4
MWNA
4
Marshall Wace North America
New York
$10.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.5M

Top Sellers

1
CI
1
Clal Insurance
Israel
$155M
2
Jane Street
2
Jane Street
New York
$24.2M
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
PF
4
Phoenix Financial
Israel
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$297K -$120K -1,337 -29%
CFGS
202
Concourse Financial Group Securities
Alabama
$293K -$39K -436 -12%
IC
203
IEQ Capital
California
$285K +$285K +3,196 New
AG
204
Appleton Group
Wisconsin
$284K +$284K +3,175 New
Brown Advisory
205
Brown Advisory
Maryland
$282K – – –
IA
206
IFP Advisors
Florida
$276K -$12K -134 -4%
CB
207
Commerce Bank
Missouri
$271K -$805 -9 -0.3%
NFG
208
Nations Financial Group
Iowa
$270K -$7.58K -85 -3%
PCA
209
Personal Capital Advisors
California
$265K -$11.5K -129 -4%
DA
210
DCM Advisors
New York
$265K +$12.9K +145 +5%
GSC
211
Ground Swell Capital
South Carolina
$262K +$262K +2,928 New
WANY
212
Wealthspire Advisors (New York)
New York
$260K -$126K -1,407 -33%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$260K +$34.5K +387 +15%
LFA
214
Legend Financial Advisors
Pennsylvania
$257K -$181K -2,019 -41%
CAL
215
Capital Analysts LLC
Pennsylvania
$257K +$9.1K +102 +4%
BFA
216
Beacon Financial Advisory
Ohio
$256K – – –
CAS
217
Cascadia Advisory Services
Oregon
$251K +$251K +2,811 New
CM
218
Castleark Management
Illinois
$243K -$509K -5,700 -68%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$236K +$236K +2,597 New
RIA
220
RPG Investment Advisory
California
$233K +$222K +2,484 +1,987%
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$228K +$179 +2 +0.1%
SFI
222
SPC Financial Inc
Maryland
$228K +$228K +2,553 New
GAM
223
Geier Asset Management
Maryland
$224K – – –
DAM
224
Derbend Asset Management
Georgia
$223K +$223K +2,500 New
AFG
225
Albion Financial Group
Utah
$216K +$216K +2,420 New
7 8
9
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