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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
SFG
301
Steward Financial Group
Texas
$3K
HGERS
302
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.06K +40 New
BAAM
303
Baker Avenue Asset Management
California
$2.79K -$16.9K -220 -86%
CSWM
304
Cassady Schiller Wealth Management
Ohio
$2.72K
BWM
305
Baystate Wealth Management
Massachusetts
$2.33K +$2.3K +30 New
FFA
306
Fairfield Financial Advisors
Massachusetts
$1.89K
JWA
307
JFS Wealth Advisors
Pennsylvania
$1.79K -$11.5K -150 -87%
JWM
308
Janiczek Wealth Management
Colorado
$1.68K +$919 +12 +120%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$1.55K +$1.53K +20 New
AIM
310
Arcadia Investment Management
Michigan
$1.17K
BFO
311
Biltmore Family Office
North Carolina
$1.16K
BBPWM
312
Blue Bell Private Wealth Management
Pennsylvania
$1.01K
HBW
313
Hazlett, Burt & Watson
West Virginia
$1K +$766 +10 New
NC
314
NewSquare Capital
Pennsylvania
$932
SIC
315
SJS Investment Consulting
Ohio
$777
FCA
316
Fortis Capital Advisors
Kansas
$699
TF
317
Tompkins Financial
New York
$388
GWSA
318
Global Wealth Strategies & Associates
Colorado
$155
Parallax Volatility Advisers
319
Parallax Volatility Advisers
California
$78
ECM
320
ExodusPoint Capital Management
New York
-$9.63M -132,000 Closed
SSA
321
Schonfeld Strategic Advisors
New York
-$2.33M -31,939 Closed
PF
322
Phoenix Financial
Israel
-$2.01M -27,624 Closed
Walleye Trading
323
Walleye Trading
New York
-$2.07M -27,012 Closed
BRWA
324
B. Riley Wealth Advisors
Florida
-$1.86M -25,446 Closed
AllianceBernstein
325
AllianceBernstein
Tennessee
-$1.2M -16,414 Closed