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Invesco Solar ETF

234 hedge funds and large institutions have $348M invested in Invesco Solar ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 81 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $136M | Put options by funds: $126M

9% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 44

2.25% less ownership

Funds ownership: 38.32%36.07% (-2.3%)

3% less funds holding

Funds holding: 241234 (-7)

29% less capital invested

Capital invested by funds: $494M → $348M (-$145M)

51% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 81

Holders
234
Holders Change
-7
Holders Change %
-2.9%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
40
Reduced
81
Closed
44
Calls
$136M
Puts
$126M
Net Calls
+$9.76M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
226
Biltmore Family Office
North Carolina
$603
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$523
VAG
228
VisionPoint Advisory Group
Texas
$483
SIC
229
SJS Investment Consulting
Ohio
$403
LFA
230
Legend Financial Advisors
Pennsylvania
$161 +$175 +4 New
DFA
231
DHJJ Financial Advisors
Illinois
$121
GWSA
232
Global Wealth Strategies & Associates
Colorado
$80
SAM
233
Smartleaf Asset Management
Massachusetts
$42
CFFP
234
Center for Financial Planning
Michigan
$41 +$44 +1 New
MIFH
235
Migdal Insurance & Financial Holdings
Israel
-$46M -1,013,500 Closed
ECP
236
Electron Capital Partners
New York
-$22.2M -489,738 Closed
PE
237
Point72 Europe
United Kingdom
-$15.2M -335,700 Closed
Millennium Management
238
Millennium Management
New York
-$10.4M -237,265 Closed
D.E. Shaw & Co
239
D.E. Shaw & Co
New York
-$2.72M -59,846 Closed
QC
240
Quadrature Capital
United Kingdom
-$1.76M -38,691 Closed
Squarepoint
241
Squarepoint
New York
-$1.66M -38,005 Closed
CFG
242
Carr Financial Group
Massachusetts
-$1.3M -28,672 Closed
Walleye Capital
243
Walleye Capital
New York
-$1.26M -27,800 Closed
FAM
244
Flaharty Asset Management
Florida
-$1.16M -25,568 Closed
ES
245
Eagle Strategies
New York
-$1.04M -22,935 Closed
SAG
246
SageView Advisory Group
California
-$1.38M -20,924 Closed
ECM
247
ExodusPoint Capital Management
New York
-$836K -19,144 Closed
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
-$820K -18,079 Closed
Simplex Trading
249
Simplex Trading
Illinois
-$779K -17,189 Closed
Renaissance Technologies
250
Renaissance Technologies
New York
-$567K -12,500 Closed