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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
JP Morgan Chase
26
JP Morgan Chase
New York
$5.85M +$4.04M +52,757 +233%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$5.85M -$1.29M -16,828 -18%
B
28
Barings
North Carolina
$5.85M -$3.2M -41,751 -36%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.79M +$117K +1,527 +2%
CIM
30
Corbyn Investment Management
Maryland
$5.67M -$29.7K -388 -0.5%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$5.21M -$5.32M -69,400 -51%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$5.05M +$3.25M +42,368 +187%
RAM
33
Riggs Asset Management
Pennsylvania
$5M +$239K +3,121 +5%
Ameriprise
34
Ameriprise
Minnesota
$4.82M -$2.49M -32,441 -34%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$4.74M -$33.9K -442 -0.7%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$4.38M +$3.47M +45,272 +420%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.19M -$100K -1,305 -2%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$4.02M -$9.2M -120,045 -70%
HF
39
HRT Financial
New York
$3.82M -$3.14M -40,978 -45%
KHLMTHM
40
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.81M
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.78M -$150K -1,959 -4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$3.6M +$258K +3,370 +8%
Stifel Financial
43
Stifel Financial
Missouri
$3.47M -$157K -2,050 -4%
RJA
44
Raymond James & Associates
Florida
$3.07M +$108K +1,416 +4%
MA
45
Mutual Advisors
Nebraska
$3.05M +$23.5K +307 +0.8%
GWM
46
Greenwich Wealth Management
Connecticut
$2.91M
PIMG
47
Patriot Investment Management Group
Tennessee
$2.88M
TCOV
48
Trust Company of Vermont
Vermont
$2.76M +$68.8K +898 +3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.75M +$47.4K +619 +2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.54M -$933K -12,173 -27%