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Invesco Solar ETF

46 hedge funds and large institutions have $67.2M invested in Invesco Solar ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

21% more funds holding

Funds holding: 3846 (+8)

9% less capital invested

Capital invested by funds: $73.6M → $67.2M (-$6.42M)

10.21% less ownership

Funds ownership: 33.15%22.94% (-10%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

86% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $9.56M

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
11
Reduced
16
Closed
6
Calls
$1.34M
Puts
$9.56M
Net Calls
-$8.23M
Net Calls Change
-$7.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$22.1M -$2.49M -66,613 -10%
CWM
2
Cabot Wealth Management
Massachusetts
$6.72M +$3.76M +100,594 +111%
Morgan Stanley
3
Morgan Stanley
New York
$6.31M -$284K -7,583 -4%
UOC
4
UBS O'Connor
Illinois
$5.91M +$6.29M +167,999 New
Wells Fargo
5
Wells Fargo
California
$5.82M +$733K +19,588 +13%
U
6
UBS
Switzerland
$3.56M -$365K -9,758 -9%
NCM
7
Niemann Capital Management
Nevada
$3.53M -$889K -23,748 -19%
Bank of America
8
Bank of America
North Carolina
$2.01M +$405K +10,809 +23%
SCM
9
Summit Capital Management
Washington
$1.96M +$2.09M +55,755 New
HCMT
10
Highland Capital Management (Texas)
Texas
$1.76M -$2.9M -77,446 -61%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.36M -$1.86M -49,705 -56%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.03M -$5.43M -145,179 -83%
DLCIG
13
D.L. Carlson Investment Group
New Hampshire
$889K +$567K +15,150 +150%
LPL Financial
14
LPL Financial
California
$876K -$3.45M -92,266 -79%
PAG
15
Private Advisor Group
New Jersey
$658K +$700K +18,712 New
HighTower Advisors
16
HighTower Advisors
Illinois
$427K +$75 +2 +0%
Nomura Holdings
17
Nomura Holdings
Japan
$368K +$152K +4,072 +63%
Jane Street
18
Jane Street
New York
$299K +$318K +8,509 New
LWI
19
Long Wharf Investors
Massachusetts
$261K -$70.5K -1,885 -20%
BHA
20
Beech Hill Advisors
New York
$255K -$458K -12,250 -63%
AIG
21
American International Group
New York
$179K +$47.4K +1,266 +33%
Creative Planning
22
Creative Planning
Kansas
$164K +$98.7K +2,637 +130%
MFS
23
MSI Financial Services
Massachusetts
$159K -$118K -3,140 -41%
WEC
24
Winslow Evans & Crocker
Massachusetts
$141K +$150K +4,000 New
BRWA
25
B. Riley Wealth Advisors
Florida
$109K +$116K +3,091 New