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Invesco Solar ETF

307 hedge funds and large institutions have $1.02B invested in Invesco Solar ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

1.5% more ownership

Funds ownership: 32.58%34.09% (+1.5%)

10% less funds holding

Funds holding: 340307 (-33)

12% less capital invested

Capital invested by funds: $1.15B → $1.02B (-$134M)

23% less call options, than puts

Call options by funds: $226M | Put options by funds: $293M

52% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
307
Holders Change
-33
Holders Change %
-9.71%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
106
Reduced
87
Closed
52
Calls
$226M
Puts
$293M
Net Calls
-$67.8M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Legend Financial Advisors
Pennsylvania
$208K -$22.5K -267 -9%
Bank Julius Baer & Co
202
Bank Julius Baer & Co
Switzerland
$204K -$168 -2 -0.1%
VanEck Associates
203
VanEck Associates
New York
$197K +$63.3K +752 +44%
AFG
204
Albion Financial Group
Utah
$193K
AF
205
Advisornet Financial
Minnesota
$156K
FCA
206
FinTrust Capital Advisors
South Carolina
$133K +$101K +1,200 +261%
PCG
207
Private Capital Group
Connecticut
$116K +$168 +2 +0.1%
GRP
208
Global Retirement Partners
California
$113K -$2.78K -33 -2%
HIIFS
209
Harel Insurance Investments & Financial Services
Israel
$98K -$2.27M -27,000 -96%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$97K -$1.51K -18 -1%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$97K
AWM
212
Activest Wealth Management
Florida
$93K
PGAM
213
Princeton Global Asset Management
New Jersey
$89K -$10.1K -120 -10%
DI
214
Disciplined Investments
Oklahoma
$89K
AAP
215
Arax Advisory Partners
Colorado
$83K
1832 Asset Management
216
1832 Asset Management
Ontario, Canada
$82K
ARMC
217
American Research & Management Company
Massachusetts
$80K
CFB
218
Cullen/Frost Bankers
Texas
$80K +$84.2K +1,000 New
MRC
219
Millburn Ridgefield Corp
New York
$79K -$247K -2,939 -75%
CCA
220
Catalyst Capital Advisors
New York
$79K -$19.7K -234 -19%
SBL
221
Sargent Bickham Lagudis
Colorado
$74K
HPC
222
HM Payson & Co
Maine
$72K +$8.42K +100 +13%
IFAM
223
Institutional & Family Asset Management
Colorado
$70K
KTC
224
Kistler-Tiffany Companies
Pennsylvania
$70K
CCM
225
Cribstone Capital Management
Maine
$69K +$1.26K +15 +2%