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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
QIM
251
Quantitative Investment Management
Virginia
-$541K -11,940 Closed
SC
252
Shay Capital
New York
-$454K -10,000 Closed
NL
253
NWAM LLC
Washington
-$428K -9,446 Closed
PWM
254
Purus Wealth Management
California
-$369K -8,125 Closed
FTS
255
Fifth Third Securities
Ohio
-$298K -6,579 Closed
AAS
256
Ameritas Advisory Services
Nebraska
-$268K -6,375 Closed
Wealthfront Advisers
257
Wealthfront Advisers
California
-$270K -5,945 Closed
FHA
258
Flagship Harbor Advisors
Massachusetts
-$257K -5,669 Closed
BFM
259
Boothbay Fund Management
New York
-$254K -5,588 Closed
CW
260
CreativeOne Wealth
Kansas
-$249K -5,477 Closed
PVI
261
Pine Valley Investments
New Jersey
-$212K -4,672 Closed
Lido Advisors
262
Lido Advisors
California
-$210K -4,640 Closed
KCFA
263
Key Client Fiduciary Advisors
New Jersey
-$206K -4,547 Closed
SAM
264
Sycomore Asset Management
France
-$165K -3,600 Closed
SFFS
265
Stonehage Fleming Financial Services
Jersey
-$80.7K -1,040 Closed
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
-$46.8K -1,032 Closed
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
-$45.4K -1,000 Closed
FFWA
268
FRG Family Wealth Advisors
Washington
-$30.7K -760 Closed
LFA
269
LGT Financial Advisors
Texas
-$31.8K -701 Closed
BCWM
270
Bartlett & Co Wealth Management
Ohio
-$14.7K -325 Closed
CWAF
271
Core Wealth Advisors (Florida)
Florida
-$13.5K -298 Closed
CIR
272
Clear Investment Research
Georgia
-$8.94K -197 Closed
PP
273
PFS Partners
New Jersey
-$4.54K -100 Closed
MSG
274
Main Street Group
Virginia
-$2.63K -58 Closed
FM
275
Family Management
New York
-$2.45K -54 Closed