We are live on ! Find out more
TAN icon

Invesco Solar ETF

245 hedge funds and large institutions have $670M invested in Invesco Solar ETF in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

123% more capital invested

Capital invested by funds: $300M → $670M (+$370M)

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

15.25% more ownership

Funds ownership: 30.81%46.06% (+15%)

9% more funds holding

Funds holding: 224245 (+21)

2% more call options, than puts

Call options by funds: $80.7M | Put options by funds: $78.9M

Holders
245
Holders Change
+21
Holders Change %
+9.38%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
59
Reduced
48
Closed
29
Calls
$80.7M
Puts
$78.9M
Net Calls
+$1.74M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$317K +$87.4K +1,580 +38%
WA
102
Waverly Advisors
Alabama
$315K
MOS
103
MGO One Seven
Ohio
$309K +$306K +5,538 New
GKWIM
104
Gerber Kawasaki Wealth & Investment Management
California
$305K -$27.7K -500 -8%
WF
105
Welch & Forbes
Massachusetts
$295K -$138K -2,500 -32%
KG
106
Kilter Group
New York
$288K -$66.1K -1,195 -19%
CB
107
Commerce Bank
Missouri
$277K
SAM
108
Sycomore Asset Management
France
$273K
KWS
109
Keystone Wealth Services
California
$273K
AWM
110
Avior Wealth Management
Nebraska
$273K +$4.65K +84 +2%
WWM
111
Western Wealth Management
Colorado
$271K +$269K +4,861 New
Marshall Wace
112
Marshall Wace
United Kingdom
$269K +$267K +4,820 New
MA
113
Mutual Advisors
Nebraska
$262K -$60.9K -1,100 -19%
SAM
114
Synergy Asset Management
Washington
$261K +$259K +4,680 New
LNB
115
Ledyard National Bank
$250K
EWA
116
EverSource Wealth Advisors
Alabama
$243K +$241K +4,354 New
FIA
117
Foundations Investment Advisors
Arizona
$240K -$1.08M -19,572 -82%
SG Americas Securities
118
SG Americas Securities
New York
$239K -$4.61M -83,233 -95%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$238K +$941 +17 +0.4%
HWA
120
Heritage Wealth Advisors
Virginia
$237K +$236K +4,263 New
SC
121
Scotia Capital
Ontario, Canada
$235K -$7.97K -144 -3%
SIG
122
Sargent Investment Group
Maryland
$234K
RCS
123
Retirement Capital Strategies
California
$234K +$232K +4,196 New
Creative Planning
124
Creative Planning
Kansas
$228K +$227K +4,101 New
NW
125
NewEdge Wealth
Pennsylvania
$227K +$225K +4,068 New