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Invesco Solar ETF

121 hedge funds and large institutions have $116M invested in Invesco Solar ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $96.5M → $116M (+$19.5M)

14% more funds holding

Funds holding: 106121 (+15)

4.77% more ownership

Funds ownership: 22.6%27.37% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

81% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $20.6M

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
35
Reduced
21
Closed
16
Calls
$3.85M
Puts
$20.6M
Net Calls
-$16.8M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$39.8M +$51.4M +1,576,000 New
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.89M +$1.69M +51,805 +20%
Bank of America
3
Bank of America
North Carolina
$6.65M +$846K +25,929 +11%
Morgan Stanley
4
Morgan Stanley
New York
$5.82M +$437K +13,387 +6%
UBS Group
5
UBS Group
Switzerland
$5.04M +$3.6M +110,507 +124%
William Blair & Company
6
William Blair & Company
Illinois
$5.02M +$1.51M +46,167 +30%
WCA
7
Windsor Creek Advisors
Vermont
$4.5M +$1.15M +35,237 +25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.73M +$2.64M +80,978 +121%
Wells Fargo
9
Wells Fargo
California
$2.17M -$63.8K -1,956 -2%
CWM
10
Cabot Wealth Management
Massachusetts
$2.1M -$62.3K -1,909 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.92M +$3.14M +96,128 New
CIM
12
Corbyn Investment Management
Maryland
$1.89M +$2.44M +74,710 New
CIC
13
Carnegie Investment Counsel
Ohio
$1.77M +$636K +19,495 +38%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$1.62M -$427K -13,082 -17%
LPL Financial
15
LPL Financial
California
$1.5M -$1.75M -53,672 -47%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.38M +$160K +4,904 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.09M +$387K +11,853 +38%
PIMG
18
Patriot Investment Management Group
Tennessee
$1.02M +$186K +5,714 +16%
PAG
19
Private Advisor Group
New Jersey
$973K +$23.3K +715 +2%
Jane Street
20
Jane Street
New York
$918K +$1.19M +36,366 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$910K
Simplex Trading
22
Simplex Trading
Illinois
$889K +$826K +25,317 +255%
LNB
23
Ledyard National Bank
$796K +$21.2K +650 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$778K -$3.26M -99,909 -76%
BCM
25
Barometer Capital Management
Ontario, Canada
$749K -$525K -16,100 -35%