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Invesco Solar ETF

201 hedge funds and large institutions have $362M invested in Invesco Solar ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 32 increasing their positions, 69 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $106M | Put options by funds: $76.2M

9.22% more ownership

Funds ownership: 36.54%45.76% (+9.2%)

8% less funds holding

Funds holding: 219201 (-18)

12% less capital invested

Capital invested by funds: $410M → $362M (-$47.9M)

18% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 56

54% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 69

Holders
201
Holders Change
-18
Holders Change %
-8.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
32
Reduced
69
Closed
56
Calls
$106M
Puts
$76.2M
Net Calls
+$29.8M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$279K -$60.1K -1,629 -16%
SAM
77
Sycomore Asset Management
France
$273K +$240K +6,500 New
NL
78
NWAM LLC
Washington
$269K -$63.6K -1,723 -18%
Mariner
79
Mariner
Kansas
$265K -$3.73K -101 -1%
IWC
80
Integrated Wealth Concepts
Massachusetts
$263K -$21.1K -573 -7%
OC
81
Oppenheimer & Co
New York
$245K -$136K -3,693 -33%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$238K -$119K -3,235 -31%
WS
83
Wedbush Securities
California
$221K -$191K -5,164 -44%
KG
84
Kilter Group
New York
$215K +$240K +6,501 New
CW
85
Cook Wealth
North Carolina
$214K +$6.64K +180 +3%
Wealthfront Advisers
86
Wealthfront Advisers
California
$212K +$36.3K +984 +18%
Balyasny Asset Management
87
Balyasny Asset Management
Illinois
$211K -$11.7M -318,255 -98%
Corient Private Wealth
88
Corient Private Wealth
Florida
$206K -$150K -4,070 -20%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$172K -$15.4K -418 -7%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$162K -$229K -6,218 -56%
US Bancorp
91
US Bancorp
Minnesota
$154K -$13.2K -357 -7%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$146K +$3.21K +87 +2%
AIM
93
Anchor Investment Management
South Carolina
$133K +$4.06K +110 +3%
SI
94
Sava Infond
Slovenia
$132K +$148K +4,000 New
IA
95
IFP Advisors
Florida
$130K +$18.1K +492 +14%
CA
96
Continuum Advisory
Idaho
$112K
JP Morgan Chase
97
JP Morgan Chase
New York
$103K -$744K -20,165 -87%
MCM
98
MAI Capital Management
Ohio
$101K +$113K +3,059 New
HI
99
Harbour Investments
Wisconsin
$92.3K -$13.1K -354 -11%
Deutsche Bank
100
Deutsche Bank
Germany
$79.5K