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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
CTC
251
Central Trust Company
Missouri
$3.06K
QC
252
Quent Capital
New York
$2.44K
VWM
253
Venturi Wealth Management
Texas
$2.38K -$8.31K -135 -75%
CWM
254
CarsonAllaria Wealth Management
Illinois
$2.33K
WOSD
255
WFA of San Diego
California
$2.23K
FWM
256
Focused Wealth Management
New York
$2.07K
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$2.07K +$2.46K +40 New
AA
258
AlphaMark Advisors
Kentucky
$2K
SFG
259
Steward Financial Group
Texas
$2K +$2.89K +47 New
BAAM
260
Baker Avenue Asset Management
California
$1.86K
CSWM
261
Cassady Schiller Wealth Management
Ohio
$1.81K
BWM
262
Baystate Wealth Management
Massachusetts
$1.55K
FFA
263
Farther Finance Advisors
California
$1.43K -$6.53K -106 -79%
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.19K
AIM
265
Arcadia Investment Management
Michigan
$777
BFO
266
Biltmore Family Office
North Carolina
$777
LF
267
Lee Financial
Texas
$777 +$924 +15 New
BBPWM
268
Blue Bell Private Wealth Management
Pennsylvania
$673
SIC
269
SJS Investment Consulting
Ohio
$518
TF
270
Tompkins Financial
New York
$259
DFA
271
DHJJ Financial Advisors
Illinois
$156 +$185 +3 New
GWSA
272
Global Wealth Strategies & Associates
Colorado
$104
LP
273
LMR Partners
United Kingdom
-$15.6M -218,314 Closed
MMEA
274
Main Management ETF Advisors
California
-$8.72M -122,135 Closed
OMC
275
Old Mission Capital
Illinois
-$5.05M -70,687 Closed