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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
William Blair & Company
76
William Blair & Company
Illinois
$764K -$364K -8,150 -33%
HighTower Advisors
77
HighTower Advisors
Illinois
$757K -$204K -4,566 -21%
TFF
78
The Family Firm
Maryland
$709K +$53K +1,189 +8%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$704K +$10.3K +231 +2%
FA
80
Fagan Associates
New York
$684K -$21.9K -490 -3%
BBNA
81
Bremer Bank National Association
Minnesota
$681K +$669K +15,005 New
Vontobel Holding
82
Vontobel Holding
Switzerland
$645K
VAM
83
Verity Asset Management
North Carolina
$631K +$123K +2,749 +25%
Mariner
84
Mariner
Kansas
$602K +$2.68K +60 +0.5%
JP Morgan Chase
85
JP Morgan Chase
New York
$573K -$4.7M -105,475 -89%
Renaissance Technologies
86
Renaissance Technologies
New York
$567K +$558K +12,500 New
OC
87
Oppenheimer & Co
New York
$556K +$57.6K +1,291 +12%
QIM
88
Quantitative Investment Management
Virginia
$541K +$533K +11,940 New
BCV
89
Banque Cantonale Vaudoise
Switzerland
$503K -$60.2K -1,350 -11%
AI
90
Atom Investors
Texas
$481K -$47.6K -1,068 -9%
AAS
91
Avantax Advisory Services
Texas
$461K -$31K -694 -6%
Wolverine Trading
92
Wolverine Trading
Illinois
$458K -$3.5M -78,554 -89%
SC
93
Shay Capital
New York
$454K +$446K +10,000 New
NL
94
NWAM LLC
Washington
$428K +$2.05K +46 +0.5%
WF
95
Welch & Forbes
Massachusetts
$417K -$207K -4,650 -34%
I
96
INVST
Indiana
$402K
IWC
97
Integrated Wealth Concepts
Massachusetts
$400K -$64.5K -1,447 -14%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$390K -$99.3K -2,227 -21%
WS
99
Wedbush Securities
California
$389K -$92K -2,062 -19%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$369K +$168K +3,776 +87%