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Invesco Solar ETF

340 hedge funds and large institutions have $1.15B invested in Invesco Solar ETF in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 81 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

43% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 81

11% more funds holding

Funds holding: 307340 (+33)

8% more capital invested

Capital invested by funds: $1.06B → $1.15B (+$89.9M)

1.18% more ownership

Funds ownership: 31.4%32.58% (+1.2%)

15% less call options, than puts

Call options by funds: $288M | Put options by funds: $340M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
80
Increased
116
Reduced
81
Closed
45
Calls
$288M
Puts
$340M
Net Calls
-$51.9M
Net Calls Change
+$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Continuum Advisory
Idaho
$303K +$4.88K +60 +2%
KPWS
202
Kestra Private Wealth Services
Texas
$297K -$109K -1,337 -29%
CFGS
203
Concourse Financial Group Securities
Alabama
$293K -$35.5K -436 -12%
IC
204
IEQ Capital
California
$285K +$260K +3,196 New
AG
205
Appleton Group
Wisconsin
$284K +$258K +3,175 New
Brown Advisory
206
Brown Advisory
Maryland
$282K
IA
207
IFP Advisors
Florida
$276K -$10.9K -134 -4%
CB
208
Commerce Bank
Missouri
$271K -$732 -9 -0.3%
NFG
209
Nations Financial Group
Iowa
$270K -$6.91K -85 -3%
PCA
210
Personal Capital Advisors
California
$265K -$10.5K -129 -4%
DA
211
DCM Advisors
New York
$265K +$11.8K +145 +5%
GSC
212
Ground Swell Capital
South Carolina
$262K +$238K +2,928 New
WANY
213
Wealthspire Advisors (New York)
New York
$260K -$114K -1,407 -33%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$260K +$31.5K +387 +15%
LFA
215
Legend Financial Advisors
Pennsylvania
$257K -$164K -2,019 -41%
CAL
216
Capital Analysts LLC
Pennsylvania
$257K +$8.3K +102 +4%
BFA
217
Beacon Financial Advisory
Ohio
$256K
CAS
218
Cascadia Advisory Services
Oregon
$251K +$229K +2,811 New
CM
219
Castleark Management
Illinois
$243K -$464K -5,700 -68%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$236K +$211K +2,597 New
RIA
221
RPG Investment Advisory
California
$233K +$202K +2,484 +1,987%
Bank Julius Baer & Co
222
Bank Julius Baer & Co
Switzerland
$228K +$163 +2 +0.1%
SFI
223
SPC Financial Inc
Maryland
$228K +$208K +2,553 New
GAM
224
Geier Asset Management
Maryland
$224K
DAM
225
Derbend Asset Management
Georgia
$223K +$203K +2,500 New