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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
KFI
276
Key Financial Inc
Pennsylvania
$10.5K
LC
277
Lindbrook Capital
California
$10.3K
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$10.3K +$1.02M +13,356 +11%
PMFA
279
Plante Moran Financial Advisors
Michigan
$9.94K
CT
280
Cambridge Trust
Massachusetts
$9.7K
TAM
281
Tucker Asset Management
Colorado
$9.47K -$1.84K -24 -16%
LWA
282
Lowe Wealth Advisors
Maryland
$8.93K
GTAM
283
Global Trust Asset Management
Florida
$7.77K
CCP
284
Carmel Capital Partners
California
$7.76K +$7.66K +100 New
ATC
285
Adirondack Trust Company
New York
$7.37K -$10.7K -140 -60%
MFA
286
McClarren Financial Advisors
Pennsylvania
$7K
DWMG
287
DB Wealth Management Group
California
$6.52K
ASBI
288
American State Bank (Iowa)
Iowa
$6.21K
S
289
SignatureFD
Georgia
$5.9K
WTA
290
Washington Trust Advisors
Massachusetts
$5.82K
FFA
291
Farther Finance Advisors
California
$5.82K +$1.99K +26 +53%
TF
292
TimeScale Financial
Massachusetts
$5.36K
AWM
293
Avior Wealth Management
Nebraska
$4.66K -$3.45K -45 -43%
CTC
294
Central Trust Company
Missouri
$4.58K
AA
295
AlphaMark Advisors
Kentucky
$4K -$2.38K -31 -40%
WAM
296
Worth Asset Management
Texas
$3.88K
QC
297
Quent Capital
New York
$3.65K
CWM
298
CarsonAllaria Wealth Management
Illinois
$3.49K
BWA
299
BDO Wealth Advisors
Florida
$3.42K
FWM
300
Focused Wealth Management
New York
$3.1K