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Invesco Solar ETF

301 hedge funds and large institutions have $1.22B invested in Invesco Solar ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

813% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

123% more capital invested

Capital invested by funds: $549M → $1.22B (+$675M)

66% more funds holding

Funds holding: 181301 (+120)

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

3% less ownership

Funds ownership: 36.87%33.87% (-3%)

42% less call options, than puts

Call options by funds: $222M | Put options by funds: $382M

Holders
301
Holders Change
+120
Holders Change %
+66.3%
% of All Funds
5.33%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
137
Increased
79
Reduced
56
Closed
15
Calls
$222M
Puts
$382M
Net Calls
-$160M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$254M +$32.8M +409,654 +18%
Jane Street
2
Jane Street
New York
$95.9M +$74.7M +933,565 New
Goldman Sachs
3
Goldman Sachs
New York
$90.9M +$55.8M +696,550 +371%
Bank of America
4
Bank of America
North Carolina
$65.4M +$12.1M +151,486 +31%
Morgan Stanley
5
Morgan Stanley
New York
$58M +$18.2M +227,693 +68%
UBS Group
6
UBS Group
Switzerland
$42M +$9.66M +120,620 +42%
PVH
7
Psagot Value Holdings
Israel
$37.3M -$9.4M -117,432 -24%
PS
8
Portfolio Strategies
New York
$36.7M +$10.2M +126,956 +55%
KHLMVGHM
9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$29.7M +$1M +12,535 +5%
LPL Financial
10
LPL Financial
California
$29M +$11.4M +142,126 +101%
Wells Fargo
11
Wells Fargo
California
$28.2M +$12.7M +158,659 +136%
PWS
12
Paragon Wealth Strategies
Florida
$19.5M +$33.7K +421 +0.2%
William Blair & Company
13
William Blair & Company
Illinois
$18.9M -$50K -624 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18M +$5.11M +63,863 +58%
Osaic Holdings
15
Osaic Holdings
Arizona
$17M +$2.65M +33,132 +25%
PIM
16
Parker Investment Management
California
$16.3M -$124K -1,552 -1%
Ameriprise
17
Ameriprise
Minnesota
$13.8M +$7.47M +93,291 +229%
PAG
18
Private Advisor Group
New Jersey
$13.7M -$6.69M -83,560 -38%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$12.3M +$2.82M +35,197 +42%
CIC
20
Carnegie Investment Counsel
Ohio
$12.3M -$218K -2,725 -2%
CAIMH
21
Central Asset Investments & Management Holdings
Hong Kong
$11.8M +$9.22M +115,155 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11.8M +$2.68M +33,514 +41%
KHLMTHM
23
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.1M +$769K +9,602 +10%
Allianz Asset Management
24
Allianz Asset Management
Germany
$10.8M -$2.91M -36,410 -26%
CWM
25
Cabot Wealth Management
Massachusetts
$8.5M -$102K -1,268 -2%