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Invesco Solar ETF

129 hedge funds and large institutions have $181M invested in Invesco Solar ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $116M → $181M (+$65.2M)

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more funds holding

Funds holding: 121129 (+8)

1.23% more ownership

Funds ownership: 27.37%28.6% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

69% less call options, than puts

Call options by funds: $6.81M | Put options by funds: $22.3M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
35
Reduced
37
Closed
17
Calls
$6.81M
Puts
$22.3M
Net Calls
-$15.5M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$56.9M
Bank of America
2
Bank of America
North Carolina
$13.8M +$3.74M +117,974 +45%
Morgan Stanley
3
Morgan Stanley
New York
$9.86M +$1.34M +42,407 +18%
Allianz Asset Management
4
Allianz Asset Management
Germany
$9.14M -$1.89M -59,600 -19%
PAG
5
Private Advisor Group
New Jersey
$8.92M +$6.61M +208,655 +541%
UBS Group
6
UBS Group
Switzerland
$8.77M +$1.37M +43,231 +22%
William Blair & Company
7
William Blair & Company
Illinois
$6.84M -$305K -9,625 -5%
Wells Fargo
8
Wells Fargo
California
$4.33M +$1.07M +33,851 +39%
CIC
9
Carnegie Investment Counsel
Ohio
$3.77M +$1.08M +34,034 +48%
LPL Financial
10
LPL Financial
California
$3.62M +$1.29M +40,752 +68%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.56M +$77.4K +2,443 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.4M -$1.7M -53,600 -36%
WCA
13
Windsor Creek Advisors
Vermont
$3.08M -$2.94M -92,862 -52%
CWM
14
Cabot Wealth Management
Massachusetts
$3.03M +$18.7K +591 +0.7%
CIM
15
Corbyn Investment Management
Maryland
$2.61M -$77.3K -2,442 -3%
PAG
16
Pinnacle Advisory Group
Maryland
$2.13M +$1.87M +58,920 New
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$2.11M -$180K -5,669 -9%
MWM
18
Merriman Wealth Management
Washington
$1.99M +$1.74M +55,000 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.97M +$361K +11,409 +26%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.96M -$14.5K -458 -0.8%
PIMG
21
Patriot Investment Management Group
Tennessee
$1.46M
GWM
22
Greenwich Wealth Management
Connecticut
$1.43M +$866K +27,340 +225%
LNB
23
Ledyard National Bank
$1.16M +$14.4K +455 +1%
RJA
24
Raymond James & Associates
Florida
$1.07M +$75.7K +2,392 +9%
BCM
25
Barometer Capital Management
Ontario, Canada
$996K -$66.5K -2,100 -7%