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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
KCM
276
Kingdon Capital Management
New York
-$3.21M -45,000 Closed
CWM
277
Cabot Wealth Management
Massachusetts
-$1.87M -26,233 Closed
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
-$1.84M -25,804 Closed
BFS
279
Bard Financial Services
Connecticut
-$1.65M -23,050 Closed
VAFP
280
Vahanian & Associates Financial Planning
New York
-$920K -12,876 Closed
MFS
281
Mirabella Financial Services
United Kingdom
-$800K -11,200 Closed
CL
282
Choreo LLC
Illinois
-$739K -10,351 Closed
CAIMH
283
Central Asset Investments & Management Holdings
Hong Kong
-$723K -10,122 Closed
CCM
284
Cinctive Capital Management
New York
-$722K -10,114 Closed
AWA
285
Arete Wealth Advisors
Illinois
-$628K -8,789 Closed
Millennium Management
286
Millennium Management
New York
-$499K -8,111 Closed
CG
287
Colony Group
Massachusetts
-$388K -5,426 Closed
Baird Financial Group
288
Baird Financial Group
Wisconsin
-$295K -4,131 Closed
MF
289
Montis Financial
Massachusetts
-$263K -3,689 Closed
ASFA
290
All Season Financial Advisors
Colorado
-$257K -3,602 Closed
EPA
291
Element Pointe Advisors
Florida
-$256K -3,583 Closed
AIFAIM
292
American Institute for Advanced Investment Management
Arizona
-$255K -3,571 Closed
CWM
293
Cornerstone Wealth Management
Missouri
-$250K -3,507 Closed
CA
294
Continuum Advisory
Idaho
-$241K -3,379 Closed
WANY
295
Wealthspire Advisors (New York)
New York
-$241K -3,373 Closed
CAM
296
Cresset Asset Management
Illinois
-$231K -3,238 Closed
SWM
297
SeaCrest Wealth Management
New York
-$229K -3,202 Closed
ASN
298
Advisory Services Network
Georgia
-$226K -3,161 Closed
UAS
299
United Asset Strategies
New York
-$224K -3,143 Closed
Empower Advisory Group
300
Empower Advisory Group
Colorado
-$219K -3,061 Closed