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Invesco Solar ETF

307 hedge funds and large institutions have $1.06B invested in Invesco Solar ETF in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 78

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more funds holding

Funds holding: 301307 (+6)

2.47% less ownership

Funds ownership: 33.87%31.4% (-2.5%)

13% less capital invested

Capital invested by funds: $1.22B → $1.06B (-$161M)

20% less call options, than puts

Call options by funds: $368M | Put options by funds: $458M

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
64
Increased
126
Reduced
78
Closed
55
Calls
$368M
Puts
$458M
Net Calls
-$89.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$180M -$71.6M -681,500 -26%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$81.1M +$91.6M +871,729 +7,000%
Bank of America
3
Bank of America
North Carolina
$65.8M +$8.45M +80,448 +13%
PVH
4
Psagot Value Holdings
Israel
$63.4M +$34.5M +327,985 +90%
Morgan Stanley
5
Morgan Stanley
New York
$55.3M +$4.09M +38,947 +7%
Jane Street
6
Jane Street
New York
$43.3M -$48.5M -461,828 -49%
LPL Financial
7
LPL Financial
California
$39.3M +$15.3M +145,959 +52%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$31.1M +$5.18M +49,306 +17%
UBS Group
9
UBS Group
Switzerland
$29.6M -$9.11M -86,640 -21%
Wells Fargo
10
Wells Fargo
California
$29.5M +$4.92M +46,855 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.3M +$2.45M +23,286 +14%
William Blair & Company
12
William Blair & Company
Illinois
$16.1M -$947K -9,010 -5%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$13.9M +$3.31M +31,486 +26%
CIC
14
Carnegie Investment Counsel
Ohio
$13.2M +$2.55M +24,273 +20%
PWS
15
Paragon Wealth Strategies
Florida
$12.3M -$5.85M -55,653 -29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.8M +$1.38M +13,098 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.7M -$4.96M -47,223 -27%
Allianz Asset Management
18
Allianz Asset Management
Germany
$11.7M +$2.26M +21,535 +20%
Goldman Sachs
19
Goldman Sachs
New York
$11.7M -$79.6M -757,247 -86%
PAG
20
Private Advisor Group
New Jersey
$11.6M -$756K -7,191 -5%
PF
21
Phoenix Financial
Israel
$10.6M +$12.1M +115,180 New
KHLMTHM
22
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10M +$211K +2,005 +2%
MMEA
23
Main Management ETF Advisors
California
$9.64M +$11M +105,070 New
NEIRG
24
New England Investment & Retirement Group
Massachusetts
$7.73M +$8.85M +84,213 New
Stifel Financial
25
Stifel Financial
Missouri
$7.66M +$5.28M +50,268 +152%