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Invesco Solar ETF

286 hedge funds and large institutions have $765M invested in Invesco Solar ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

28% more capital invested

Capital invested by funds: $597M → $765M (+$167M)

5.65% more ownership

Funds ownership: 38.58%44.24% (+5.7%)

6% more funds holding

Funds holding: 271286 (+15)

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

21% less call options, than puts

Call options by funds: $238M | Put options by funds: $303M

Holders
286
Holders Change
+15
Holders Change %
+5.54%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
78
Reduced
85
Closed
30
Calls
$238M
Puts
$303M
Net Calls
-$64.9M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$5.87K
CPA
252
Clear Point Advisors
New York
$5.34K +$4.68K +100 New
GFPC
253
Global Financial Private Client
Florida
$5.33K -$334K -7,131 -99%
AIC
254
Archer Investment Corporation
Indiana
$5.01K
MFA
255
McClarren Financial Advisors
Pennsylvania
$5K +$47 +1 +1%
RAM
256
Riggs Asset Management
Pennsylvania
$4.75K
OLVIG
257
Oliver Lagore Vanvalin Investment Group
Michigan
$4.59K
ASBI
258
American State Bank (Iowa)
Iowa
$4.27K
ATC
259
Adirondack Trust Company
New York
$4.1K
WTA
260
Washington Trust Advisors
Massachusetts
$4K
CSC
261
Caldwell Sutter Capital
California
$3.73K +$468 +10 +17%
CTC
262
Central Trust Company
Missouri
$3.15K
PWMG
263
Provence Wealth Management Group
California
$2.94K -$2.34K -50 -48%
QC
264
Quent Capital
New York
$2.51K
VWM
265
Venturi Wealth Management
Texas
$2.46K
CWM
266
CarsonAllaria Wealth Management
Illinois
$2.4K
FWM
267
Focused Wealth Management
New York
$2.14K
DF
268
Dunhill Financial
United Kingdom
$2.13K -$451K -9,634 -100%
AA
269
AlphaMark Advisors
Kentucky
$2K
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$2K
CSWM
271
Cassady Schiller Wealth Management
Ohio
$1.87K
RPCA
272
Running Point Capital Advisors
California
$1.6K +$1.41K +30 New
BWM
273
Baystate Wealth Management
Massachusetts
$1.6K
FFA
274
Farther Finance Advisors
California
$1.47K
JWA
275
JFS Wealth Advisors
Pennsylvania
$1.23K