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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
BI
76
Bramshill Investments
Florida
$1.03M
Corient Private Wealth
77
Corient Private Wealth
Florida
$933K +$85.3K +1,821 +12%
Walleye Capital
78
Walleye Capital
New York
$923K -$20.1K -430 -2%
MML Investors Services
79
MML Investors Services
Massachusetts
$921K -$99.9K -2,133 -11%
CAS
80
CTC Alternative Strategies
Illinois
$838K +$735K +15,700 New
FA
81
Fagan Associates
New York
$831K -$35.8K -765 -5%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$816K +$6.88K +147 +1%
CI
83
CX Institutional
Indiana
$804K -$1.29M -27,588 -65%
FAM
84
Flaharty Asset Management
Florida
$785K -$34.7K -740 -5%
TFF
85
The Family Firm
Maryland
$770K +$140 +3 +0%
Vontobel Holding
86
Vontobel Holding
Switzerland
$758K +$109K +2,330 +20%
CH
87
Canton Hathaway
Rhode Island
$750K -$99K -2,115 -13%
CG
88
Cutler Group
California
$748K -$388K -8,278 -37%
TI
89
Truepoint Inc
Ohio
$747K -$726K -15,500 -53%
Parallax Volatility Advisers
90
Parallax Volatility Advisers
California
$741K +$135K +2,883 +26%
WF
91
Welch & Forbes
Massachusetts
$739K
Mariner
92
Mariner
Kansas
$704K -$118K -2,519 -16%
SWIG
93
Strategic Wealth Investment Group
Kentucky
$674K +$54K +1,153 +10%
BCV
94
Banque Cantonale Vaudoise
Switzerland
$663K -$18.7K -400 -3%
CC
95
Centiva Capital
New York
$653K +$573K +12,235 New
AI
96
Atom Investors
Texas
$622K -$78.8K -1,683 -13%
FTS
97
Fifth Third Securities
Ohio
$619K -$228K -4,879 -30%
VAM
98
Verity Asset Management
North Carolina
$595K +$27K +577 +5%
OC
99
Oppenheimer & Co
New York
$585K +$183K +3,918 +56%
AAS
100
Avantax Advisory Services
Texas
$579K +$108K +2,309 +27%