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Invesco Solar ETF

318 hedge funds and large institutions have $957M invested in Invesco Solar ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $122M | Put options by funds: $92.5M

6.84% more ownership

Funds ownership: 33.49%40.33% (+6.8%)

6% less funds holding

Funds holding: 339318 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

34% less capital invested

Capital invested by funds: $1.45B → $957M (-$494M)

40% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 118

Holders
318
Holders Change
-21
Holders Change %
-6.19%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
71
Reduced
118
Closed
47
Calls
$122M
Puts
$92.5M
Net Calls
+$29.5M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Colonial Trust
South Carolina
$23.3K
CWAF
252
Core Wealth Advisors (Florida)
Florida
$23.1K
MWM
253
Mascoma Wealth Management
New Hampshire
$21.4K -$1.92K -25 -8%
SIC
254
Salem Investment Counselors
North Carolina
$20.5K
SCA
255
Stonebridge Capital Advisors
Minnesota
$20.5K -$8.43K -110 -29%
AF
256
Allworth Financial
California
$20.2K
AIP
257
Ahrens Investment Partners
Louisiana
$19.4K +$19.2K +250 New
ADL
258
Asset Dedication LLC
California
$19K
FCB
259
First Command Bank
Texas
$18.9K
FCFS
260
First Command Financial Services
Texas
$18.9K
WBC
261
West Branch Capital
Massachusetts
$18.6K
FPFS
262
First Personal Financial Services
North Carolina
$17.9K
PCFFS
263
Pacific Center for Financial Services
California
$17K +$16.8K +219 New
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$17K -$5.73M -74,807 -100%
SWA
265
SOA Wealth Advisors
New York
$16.2K
FRA
266
Front Row Advisors
California
$16K
TFGT
267
TS Financial Group (TSFG)
Illinois
$16K
IRC
268
Investors Research Corp
Georgia
$15.5K
TIM
269
Thompson Investment Management
Wisconsin
$15.5K +$15.3K +200 New
CIR
270
Clear Investment Research
Georgia
$15.3K
VWM
271
Venturi Wealth Management
Texas
$14.7K +$14.5K +189 New
Fidelity Investments
272
Fidelity Investments
Massachusetts
$13.3K -$4.67K -61 -26%
HNB
273
Huntington National Bank
Ohio
$13K
PPWM
274
PFG Private Wealth Management
Florida
$11.3K
FHA
275
First Horizon Advisors
Tennessee
$10.9K -$2.76K -36 -20%