We are live on ! Find out more
TAN icon

Invesco Solar ETF

234 hedge funds and large institutions have $348M invested in Invesco Solar ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 81 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $136M | Put options by funds: $126M

9% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 44

2.25% less ownership

Funds ownership: 38.32%36.07% (-2.3%)

3% less funds holding

Funds holding: 241234 (-7)

29% less capital invested

Capital invested by funds: $494M → $348M (-$145M)

51% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 81

Holders
234
Holders Change
-7
Holders Change %
-2.9%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
40
Reduced
81
Closed
44
Calls
$136M
Puts
$126M
Net Calls
+$9.76M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.12M +$4.74M +108,411 +698%
TCOV
52
Trust Company of Vermont
Vermont
$1.09M -$126K -2,877 -10%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1M -$292K -6,686 -21%
KAS
54
Kestra Advisory Services
Texas
$982K -$7.38K -169 -0.7%
RJA
55
Raymond James & Associates
Florida
$927K +$206K +4,715 +26%
Truist Financial
56
Truist Financial
North Carolina
$923K -$89.8K -2,056 -8%
FTUS
57
Flow Traders U.S.
New York
$875K +$950K +21,751 New
GJL
58
Gendell Jeffrey L
$804K
FIA
59
Foundations Investment Advisors
Arizona
$786K +$854K +19,546 New
BI
60
Bramshill Investments
Florida
$774K
BB
61
Berkshire Bank
Massachusetts
$754K -$90.1K -2,062 -10%
SA
62
Sanctuary Advisors
Indiana
$713K +$764K +17,499 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$702K
PI
64
PEAK6 Investments
Illinois
$647K +$702K +16,080 New
Vontobel Holding
65
Vontobel Holding
Switzerland
$639K +$73.1K +1,674 +12%
MML Investors Services
66
MML Investors Services
Massachusetts
$622K -$201K -4,611 -23%
TFF
67
The Family Firm
Maryland
$619K -$9.87K -226 -1%
JP Morgan Chase
68
JP Morgan Chase
New York
$614K +$115K +2,635 +21%
BBNA
69
Bremer Bank National Association
Minnesota
$603K
PAG
70
Private Advisor Group
New Jersey
$603K -$3.56M -81,451 -84%
VAM
71
Verity Asset Management
North Carolina
$597K +$41.7K +955 +7%
FA
72
Fagan Associates
New York
$593K -$15.2K -348 -2%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$562K +$611K +13,977 New
LNB
74
Ledyard National Bank
$506K -$348K -7,976 -39%
MA
75
Mutual Advisors
Nebraska
$500K -$1.12M -25,542 -68%