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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
TDC
301
Thompson Davis & Co
Virginia
-$215K -3,010 Closed
CWP
302
Cyndeo Wealth Partners
Florida
-$214K -3,000 Closed
CB
303
Commerce Bank
Missouri
-$206K -2,879 Closed
EP
304
EPIQ Partners
Minnesota
-$205K -2,873 Closed
LA
305
LexAurum Advisors
Kansas
-$202K -2,825 Closed
CCA
306
Catalyst Capital Advisors
New York
-$133K -1,865 Closed
DI
307
Disciplined Investments
Oklahoma
-$79.7K -1,116 Closed
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
-$63.1K -883 Closed
WIM
309
WealthPlan Investment Management
Nebraska
-$57.1K -799 Closed
AA
310
Ancora Advisors
Ohio
-$45.4K -635 Closed
KM
311
Kalos Management
Georgia
-$30.9K -433 Closed
HS
312
Horan Securities
United States
-$23.7K -332 Closed
MG
313
Mather Group
Illinois
-$20.4K -285 Closed
SIC
314
Salem Investment Counselors
North Carolina
-$18.9K -264 Closed
CFD
315
Creative Financial Designs
Indiana
-$9.64K -135 Closed
LWA
316
Lowe Wealth Advisors
Maryland
-$8.21K -115 Closed
DWMG
317
DB Wealth Management Group
California
-$6K -84 Closed
VF
318
VitalStone Financial
Texas
-$3K -36 Closed
JWM
319
Janiczek Wealth Management
Colorado
-$1.57K -22 Closed
NC
320
NewSquare Capital
Pennsylvania
-$857 -12 Closed
VAG
321
VisionPoint Advisory Group
Texas
-$857 -12 Closed
FBC
322
Fairfield, Bush & Co
Connecticut
-$714 -10 Closed