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Invesco Solar ETF

181 hedge funds and large institutions have $549M invested in Invesco Solar ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 13

203% more capital invested

Capital invested by funds: $181M → $549M (+$368M)

40% more funds holding

Funds holding: 129181 (+52)

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

8.27% more ownership

Funds ownership: 28.6%36.87% (+8.3%)

37% less call options, than puts

Call options by funds: $32.8M | Put options by funds: $52.2M

Holders
181
Holders Change
+52
Holders Change %
+40.31%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
65
Increased
43
Reduced
36
Closed
13
Calls
$32.8M
Puts
$52.2M
Net Calls
-$19.3M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$145M +$32.9M +655,000 +42%
Bank of America
2
Bank of America
North Carolina
$31.4M +$5.2M +103,500 +27%
PVH
3
Psagot Value Holdings
Israel
$31.1M +$24.1M +480,117 New
Morgan Stanley
4
Morgan Stanley
New York
$21.8M +$3.18M +63,274 +23%
UBS Group
5
UBS Group
Switzerland
$18.7M +$2.27M +45,227 +19%
KHLMVGHM
6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.9M +$13.9M +276,520 New
PS
7
Portfolio Strategies
New York
$15.3M +$11.6M +230,150 New
PAG
8
Private Advisor Group
New Jersey
$14.1M -$1.51M -30,036 -12%
ECP
9
Electron Capital Partners
New York
$12.9M +$10M +199,100 New
PWS
10
Paragon Wealth Strategies
Florida
$12.3M +$9.54M +189,748 New
Goldman Sachs
11
Goldman Sachs
New York
$12.2M +$9.43M +187,650 New
William Blair & Company
12
William Blair & Company
Illinois
$12M -$231K -4,600 -2%
PIM
13
Parker Investment Management
California
$10.4M +$8.06M +160,309 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$9.2M -$5.59M -111,265 -44%
LPL Financial
15
LPL Financial
California
$9.09M +$2.01M +39,889 +40%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.48M +$1.69M +33,667 +34%
CIC
17
Carnegie Investment Counsel
Ohio
$7.91M +$889K +17,686 +17%
Wells Fargo
18
Wells Fargo
California
$7.53M -$185K -3,670 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.18M +$831K +16,537 +18%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.34M +$4.92M +97,875 New
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$5.47M +$1.3M +25,803 +44%
CWM
22
Cabot Wealth Management
Massachusetts
$5.44M +$101 +2 +0%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.28M +$1.36M +26,961 +49%
Citadel Advisors
24
Citadel Advisors
Florida
$5.06M +$3.93M +78,160 New
BFA
25
Brendel Financial Advisors
New Hampshire
$5.02M +$3.23M +64,247 +485%