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Invesco Solar ETF

286 hedge funds and large institutions have $765M invested in Invesco Solar ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

28% more capital invested

Capital invested by funds: $597M → $765M (+$167M)

5.65% more ownership

Funds ownership: 38.58%44.24% (+5.7%)

6% more funds holding

Funds holding: 271286 (+15)

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

21% less call options, than puts

Call options by funds: $238M | Put options by funds: $303M

Holders
286
Holders Change
+15
Holders Change %
+5.54%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
78
Reduced
85
Closed
30
Calls
$238M
Puts
$303M
Net Calls
-$64.9M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.07M +$1.25M +26,728 +222%
Squarepoint
52
Squarepoint
New York
$2.06M +$1.81M +38,706 New
GWM
53
Greenwich Wealth Management
Connecticut
$2.04M +$12K +256 +0.7%
PIMG
54
Patriot Investment Management Group
Tennessee
$1.96M +$1.41K +30 +0.1%
MA
55
Mutual Advisors
Nebraska
$1.95M -$147K -3,134 -8%
LHWM
56
Lake Hills Wealth Management
Texas
$1.88M +$1.65M +35,291 New
BF
57
BOK Financial
Oklahoma
$1.87M +$1.64M +35,000 New
Stifel Financial
58
Stifel Financial
Missouri
$1.72M +$17.7K +377 +1%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$109K +2,333 +8%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.59M -$1.86M -39,792 -57%
TCOV
61
Trust Company of Vermont
Vermont
$1.55M -$302K -6,441 -18%
Walleye Trading
62
Walleye Trading
New York
$1.52M +$355K +7,577 +36%
RJA
63
Raymond James & Associates
Florida
$1.5M -$180K -3,842 -12%
Capital Fund Management (CFM)
64
Capital Fund Management (CFM)
France
$1.49M +$1.31M +27,977 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.49M -$86.5K -1,847 -6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.45M -$65.2K -1,392 -5%
ACM
67
Alight Capital Management
New York
$1.33M +$1.17M +25,000 New
William Blair & Company
68
William Blair & Company
Illinois
$1.33M -$396K -8,461 -25%
BB
69
Berkshire Bank
Massachusetts
$1.31M -$136K -2,894 -11%
TC
70
TradeLink Capital
Illinois
$1.31M +$1.15M +24,600 New
KAS
71
Kestra Advisory Services
Texas
$1.29M +$163K +3,476 +17%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$1.26M +$1.11M +23,700 New
Truist Financial
73
Truist Financial
North Carolina
$1.24M -$16.3K -348 -1%
LNB
74
Ledyard National Bank
$1.19M -$30.6K -654 -3%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.14M -$48.5K -1,035 -5%