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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
HighTower Advisors
76
HighTower Advisors
Illinois
$492K -$197K -4,508 -27%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$445K
William Blair & Company
78
William Blair & Company
Illinois
$439K -$258K -5,910 -35%
AI
79
Atom Investors
Texas
$413K -$14.1K -323 -3%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$383K -$1.25M -28,500 -76%
Mariner
81
Mariner
Kansas
$381K -$166K -3,794 -29%
WS
82
Wedbush Securities
California
$375K +$32.3K +739 +9%
WF
83
Welch & Forbes
Massachusetts
$374K
OC
84
Oppenheimer & Co
New York
$371K -$132K -3,032 -25%
NAG
85
Northstar Advisory Group
New Jersey
$361K +$392K +8,972 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$357K +$2.4K +55 +0.6%
CCS
87
Concentric Capital Strategies
Connecticut
$353K +$383K +8,772 New
I
88
INVST
Indiana
$347K -$3.19K -73 -0.8%
AAS
89
Avantax Advisory Services
Texas
$340K -$75.1K -1,720 -17%
Prudential Financial
90
Prudential Financial
New Jersey
$338K +$368K +8,416 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$331K +$3.89K +89 +1%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$324K -$23.4K -536 -6%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$321K +$349K +7,978 New
GWM
94
Greenhouse Wealth Management
Connecticut
$276K -$1.18K -27 -0.4%
FNWM
95
Financial Network Wealth Management
Utah
$262K +$286K +6,536 New
SRL
96
Scientech Research LLC
New Jersey
$262K +$284K +6,505 New
CW
97
Cook Wealth
North Carolina
$258K +$2.97K +68 +1%
AWA
98
Arete Wealth Advisors
Illinois
$249K +$271K +6,202 New
AWS
99
Atria Wealth Solutions
New York
$245K -$48.3K -1,105 -15%
DADC
100
D.A. Davidson & Co
Montana
$238K -$1.75K -40 -0.7%