We are live on ! Find out more
TAN icon

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
Truist Financial
76
Truist Financial
North Carolina
$1.31M +$93.4K +1,219 +8%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$1.28M +$113K +1,480 +10%
AAS
78
Ameritas Advisory Services
Nebraska
$1.27M -$18.9K -247 -1%
Corient Private Wealth
79
Corient Private Wealth
Florida
$1.22M +$7.43K +97 +0.6%
AI
80
Atom Investors
Texas
$1.2M -$69K -901 -5%
Mariner
81
Mariner
Kansas
$1.2M -$126K -1,650 -10%
BONH
82
Bank of New Hampshire
New Hampshire
$1.19M -$18.2K -237 -2%
AWS
83
Atria Wealth Solutions
New York
$1.15M -$73.4K -958 -6%
EH
84
Equitable Holdings
New York
$1.14M +$169K +2,200 +18%
IA
85
IAM Advisory
Pennsylvania
$1.09M -$51.4K -671 -5%
WF
86
Welch & Forbes
Massachusetts
$1.08M
BCM
87
Beck Capital Management
Texas
$1.07M +$51.8K +676 +5%
SC
88
Scotia Capital
Ontario, Canada
$1.04M +$518K +6,767 +102%
VAFP
89
Vahanian & Associates Financial Planning
New York
$1.02M -$52.9K -691 -5%
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$992K -$10.6M -138,087 -92%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$962K -$327K -4,270 -26%
WS
92
Wedbush Securities
California
$939K +$25.4K +331 +3%
SCA
93
Snowden Capital Advisors
New York
$900K -$112K -1,465 -11%
VAM
94
Verity Asset Management
North Carolina
$895K -$39.7K -518 -4%
TFF
95
The Family Firm
Maryland
$873K +$118K +1,543 +16%
SWIG
96
Strategic Wealth Investment Group
Kentucky
$866K +$58.5K +763 +7%
FTUS
97
Flow Traders U.S.
New York
$848K +$837K +10,922 New
PWM
98
Purus Wealth Management
California
$848K -$16.2K -212 -2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$837K -$118K -1,546 -13%
CAIMH
100
Central Asset Investments & Management Holdings
Hong Kong
$825K -$598K -7,800 -42%