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Invesco Solar ETF

241 hedge funds and large institutions have $494M invested in Invesco Solar ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $150M | Put options by funds: $124M

5.91% less ownership

Funds ownership: 44.24%38.32% (-5.9%)

16% less funds holding

Funds holding: 286241 (-45)

35% less capital invested

Capital invested by funds: $765M → $494M (-$271M)

45% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 89

53% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 75

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
241
Holders Change
-45
Holders Change %
-15.73%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
49
Reduced
89
Closed
75
Calls
$150M
Puts
$124M
Net Calls
+$26.3M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Greenwich Wealth Management
Connecticut
$1.45M -$280K -6,286 -16%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.43M -$785K -17,604 -36%
Stifel Financial
53
Stifel Financial
Missouri
$1.42M -$38.7K -868 -3%
SAG
54
SageView Advisory Group
California
$1.38M +$933K +20,924 New
LJAC
55
L.J. Altfest & Co
New York
$1.37M -$665K -14,898 -33%
TCOV
56
Trust Company of Vermont
Vermont
$1.36M +$42.3K +948 +3%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.33M +$62.6K +1,404 +5%
CFG
58
Carr Financial Group
Massachusetts
$1.3M +$1.28M +28,672 New
NA
59
NewEdge Advisors
Louisiana
$1.3M +$1.22M +27,327 +2,041%
Walleye Capital
60
Walleye Capital
New York
$1.26M +$468K +10,500 +61%
FAM
61
Flaharty Asset Management
Florida
$1.16M +$484K +10,857 +74%
Truist Financial
62
Truist Financial
North Carolina
$1.13M +$80K +1,793 +8%
KAS
63
Kestra Advisory Services
Texas
$1.12M +$16.2K +363 +1%
ES
64
Eagle Strategies
New York
$1.04M +$1.02M +22,935 New
EH
65
Equitable Holdings
New York
$987K +$567K +12,700 +140%
BB
66
Berkshire Bank
Massachusetts
$944K -$171K -3,827 -16%
LNB
67
Ledyard National Bank
$933K -$77.2K -1,731 -8%
MML Investors Services
68
MML Investors Services
Massachusetts
$911K +$126K +2,824 +16%
GJL
69
Gendell Jeffrey L
$907K +$892K +20,000 New
BI
70
Bramshill Investments
Florida
$874K
ECM
71
ExodusPoint Capital Management
New York
$869K -$1.11M -24,856 -56%
RJA
72
Raymond James & Associates
Florida
$832K -$440K -9,868 -35%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$820K -$523K -11,723 -39%
Corient Private Wealth
74
Corient Private Wealth
Florida
$792K -$2.01K -45 -0.3%
Simplex Trading
75
Simplex Trading
Illinois
$779K -$3.21M -71,854 -81%