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Invesco Solar ETF

271 hedge funds and large institutions have $597M invested in Invesco Solar ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $251M | Put options by funds: $61.5M

7.24% less ownership

Funds ownership: 45.82%38.58% (-7.2%)

8% less funds holding

Funds holding: 294271 (-23)

14% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 87

34% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 50

37% less capital invested

Capital invested by funds: $948M → $597M (-$350M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
271
Holders Change
-23
Holders Change %
-7.82%
% of All Funds
4.3%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
75
Reduced
87
Closed
50
Calls
$251M
Puts
$61.5M
Net Calls
+$190M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
226
Pacific Center for Financial Services
California
$11.3K
SWA
227
SOA Wealth Advisors
New York
$10.8K
IRC
228
Investors Research Corp
Georgia
$10.4K
TIM
229
Thompson Investment Management
Wisconsin
$10.4K
CIR
230
Clear Investment Research
Georgia
$10.2K
PPWM
231
PFG Private Wealth Management
Florida
$7.51K
KFI
232
Key Financial Inc
Pennsylvania
$6.99K
LC
233
Lindbrook Capital
California
$6.89K -$71.5K -1,161 -90%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$6.8K -$2.34K -38 -22%
AWM
235
Avior Wealth Management
Nebraska
$6.73K
CT
236
Cambridge Trust
Massachusetts
$6.47K
PMFA
237
Plante Moran Financial Advisors
Michigan
$5.7K -$4.8K -78 -41%
PWMG
238
Provence Wealth Management Group
California
$5.44K +$6.46K +105 New
CCP
239
Carmel Capital Partners
California
$5.18K
ATC
240
Adirondack Trust Company
New York
$4.92K
AIC
241
Archer Investment Corporation
Indiana
$4.87K
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$4.66K +$5.54K +90 New
RAM
243
Riggs Asset Management
Pennsylvania
$4.61K -$4.99K -81 -48%
OLVIG
244
Oliver Lagore Vanvalin Investment Group
Michigan
$4.45K -$185 -3 -3%
S
245
SignatureFD
Georgia
$4.25K +$369 +6 +8%
ASBI
246
American State Bank (Iowa)
Iowa
$4.14K
FHA
247
First Horizon Advisors
Tennessee
$4.04K -$24.6K -400 -84%
MFA
248
McClarren Financial Advisors
Pennsylvania
$4K
WTA
249
Washington Trust Advisors
Massachusetts
$3.88K
CSC
250
Caldwell Sutter Capital
California
$3.11K