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Invesco Solar ETF

109 hedge funds and large institutions have $109M invested in Invesco Solar ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $82.7M → $109M (+$26.3M)

10% more funds holding

Funds holding: 99109 (+10)

1.1% more ownership

Funds ownership: 23.68%24.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

83% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $14.2M

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
35
Reduced
16
Closed
12
Calls
$2.36M
Puts
$14.2M
Net Calls
-$11.9M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Arlington Capital Management
Illinois
$20.7M +$3.66M +122,577 +21%
LPL Financial
2
LPL Financial
California
$6.73M +$3.63M +121,756 +113%
Bank of America
3
Bank of America
North Carolina
$6.72M +$274K +9,183 +4%
Morgan Stanley
4
Morgan Stanley
New York
$5.74M +$1.74M +58,142 +42%
NCM
5
Niemann Capital Management
Nevada
$5.57M +$109K +3,659 +2%
Allianz Asset Management
6
Allianz Asset Management
Germany
$5.44M +$711K +23,810 +15%
William Blair & Company
7
William Blair & Company
Illinois
$4.7M +$1.87M +62,535 +64%
Jane Street
8
Jane Street
New York
$3.95M +$4.02M +134,610 New
MWM
9
Merriman Wealth Management
Washington
$3.42M +$104K +3,500 +3%
Wells Fargo
10
Wells Fargo
California
$3.05M -$90.1K -3,019 -3%
UBS Group
11
UBS Group
Switzerland
$2.81M +$211K +7,063 +8%
CWM
12
Cabot Wealth Management
Massachusetts
$2.61M +$2.65M +88,864 New
BCM
13
Barometer Capital Management
Ontario, Canada
$2.14M -$2.48M -83,000 -53%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.11M +$1.06M +35,410 +97%
CF
15
Centaurus Financial
California
$1.95M +$1.98M +66,379 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.77M -$289K -9,684 -14%
FCC
17
Florin Court Capital
United Kingdom
$1.73M -$585K -19,600 -25%
WCA
18
Windsor Creek Advisors
Vermont
$1.58M +$1.52M +51,027 +1,760%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$1.53M +$623K +20,875 +67%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.45M
CIC
21
Carnegie Investment Counsel
Ohio
$1.21M +$402K +13,455 +49%
NL
22
NWAM LLC
Washington
$1.17M -$632K -21,182 -35%
PAG
23
Private Advisor Group
New Jersey
$1.11M +$37.8K +1,265 +3%
Stifel Financial
24
Stifel Financial
Missouri
$1.04M +$273K +9,147 +35%
PIMG
25
Patriot Investment Management Group
Tennessee
$1.01M