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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
PI
51
PFG Investments
New York
$2.49M +$2.46M +32,087 New
PI
52
PEAK6 Investments
Illinois
$2.42M -$1.25M -16,369 -34%
TI
53
Truepoint Inc
Ohio
$2.29M
CWM
54
Cabot Wealth Management
Massachusetts
$2.1M -$193K -2,522 -9%
CH
55
Canton Hathaway
Rhode Island
$2.09M +$1.02M +13,354 +98%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98M +$125K +1,637 +7%
Citigroup
57
Citigroup
New York
$1.96M -$2.24M -29,234 -54%
SIM
58
Seaview Investment Managers
Florida
$1.94M -$137K -1,789 -7%
BB
59
Berkshire Bank
Massachusetts
$1.94M +$247K +3,221 +15%
MPM
60
MBB Public Markets
Illinois
$1.94M
CI
61
CX Institutional
Indiana
$1.87M -$290K -3,789 -14%
BFS
62
Bard Financial Services
Connecticut
$1.79M +$57.5K +750 +3%
CS
63
Credit Suisse
Switzerland
$1.77M -$1.7M -22,192 -49%
LNB
64
Ledyard National Bank
$1.77M -$261K -3,408 -13%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$1.71M -$181K -2,360 -10%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.71M -$180K -2,345 -10%
Vontobel Holding
67
Vontobel Holding
Switzerland
$1.69M -$107K -1,400 -6%
OC
68
Oppenheimer & Co
New York
$1.66M -$48.6K -634 -3%
KAS
69
Kestra Advisory Services
Texas
$1.59M -$996K -12,998 -39%
GDP
70
Great Diamond Partners
Maine
$1.48M +$166K +2,171 +13%
FAM
71
Flaharty Asset Management
Florida
$1.48M -$129K -1,682 -8%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.4M +$60K +783 +5%
CAN
73
Cetera Advisor Networks
California
$1.4M -$777K -10,135 -36%
Simplex Trading
74
Simplex Trading
Illinois
$1.35M -$5.7M -74,392 -81%
FA
75
Fagan Associates
New York
$1.34M -$17.2K -225 -1%