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Invesco Solar ETF

331 hedge funds and large institutions have $905M invested in Invesco Solar ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

33% more call options, than puts

Call options by funds: $274M | Put options by funds: $206M

8% more funds holding

Funds holding: 307331 (+24)

0.92% less ownership

Funds ownership: 34.09%33.17% (-0.92%)

11% less capital invested

Capital invested by funds: $1.02B → $905M (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 105

Holders
331
Holders Change
+24
Holders Change %
+7.82%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
66
Increased
81
Reduced
105
Closed
38
Calls
$274M
Puts
$206M
Net Calls
+$68.3M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
201
Cook Wealth
North Carolina
$214K +$295K +3,367 New
OIA
202
OneDigital Investment Advisors
Kansas
$211K +$240K +2,742 New
LSA
203
L & S Advisors
California
$210K -$1.09M -12,485 -82%
V
204
Veritable
Delaware
$210K +$239K +2,730 New
EP
205
EPIQ Partners
Minnesota
$209K
EDRH
206
Edmond de Rothschild Holding
Switzerland
$203K +$231K +2,637 New
LFA
207
Legend Financial Advisors
Pennsylvania
$201K
Bank Julius Baer & Co
208
Bank Julius Baer & Co
Switzerland
$196K
AFG
209
Albion Financial Group
Utah
$186K
TWC
210
TD Waterhouse Canada
Ontario, Canada
$186K +$187K +2,130 New
SPIA
211
Steward Partners Investment Advisory
New York
$183K -$108K -1,230 -34%
CFGS
212
Concourse Financial Group Securities
Alabama
$178K -$102K -1,162 -33%
AF
213
Advisornet Financial
Minnesota
$150K
IAG
214
Investmark Advisory Group
Connecticut
$149K +$170K +1,943 New
RAM
215
Riggs Asset Management
Pennsylvania
$139K +$133K +1,516 +523%
First Manhattan
216
First Manhattan
New York
$138K +$158K +1,800 New
CH
217
Canton Hathaway
Rhode Island
$115K +$131K +1,500 New
IFAM
218
Institutional & Family Asset Management
Colorado
$113K +$51.7K +590 +67%
PCG
219
Private Capital Group
Connecticut
$111K -$175 -2 -0.1%
AWM
220
Activest Wealth Management
Florida
$105K +$18.1K +206 +18%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$103K +$10.5K +120 +10%
PMAM
222
Picton Mahoney Asset Management
Ontario, Canada
$100K +$114K +1,300 New
UB
223
UMB Bank
Missouri
$93K +$106K +1,208 New
FCA
224
FinTrust Capital Advisors
South Carolina
$92K -$40.3K -460 -28%
ARMC
225
American Research & Management Company
Massachusetts
$90K +$14.5K +165 +16%