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Invesco Solar ETF

318 hedge funds and large institutions have $957M invested in Invesco Solar ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $122M | Put options by funds: $92.5M

6.84% more ownership

Funds ownership: 33.49%40.33% (+6.8%)

6% less funds holding

Funds holding: 339318 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

34% less capital invested

Capital invested by funds: $1.45B → $957M (-$494M)

40% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 118

Holders
318
Holders Change
-21
Holders Change %
-6.19%
% of All Funds
5.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
33
Increased
71
Reduced
118
Closed
47
Calls
$122M
Puts
$92.5M
Net Calls
+$29.5M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
Choreo LLC
Illinois
$814K +$803K +10,486 New
WWM
102
Western Wealth Management
Colorado
$784K -$21.3K -278 -3%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$777K +$115K +1,503 +18%
AWM
104
AE Wealth Management
Kansas
$763K -$3.79M -49,428 -83%
FTS
105
Fifth Third Securities
Ohio
$753K +$177K +2,316 +31%
SFPG
106
Stonebridge Financial Planning Group
Florida
$744K -$49K -640 -6%
EDRH
107
Edmond de Rothschild Holding
Switzerland
$718K -$422K -5,510 -37%
BBVA
108
Banco Bilbao Vizcaya Argentaria
Spain
$716K +$268K +3,494 +61%
AWA
109
Arete Wealth Advisors
Illinois
$686K -$17.2K -225 -2%
I
110
INVST
Indiana
$680K -$14.9K -194 -2%
BAM
111
Belpointe Asset Management
Nevada
$662K -$41.5K -541 -6%
LAM
112
LifePro Asset Management
California
$650K
SAS
113
Stelac Advisory Services
New York
$616K +$26.1K +340 +4%
Deutsche Bank
114
Deutsche Bank
Germany
$603K
GWM
115
Greenhouse Wealth Management
Connecticut
$580K -$2.91K -38 -0.5%
CG
116
Cutler Group
California
$555K -$61.5K -802 -10%
CA
117
Claro Advisors
Massachusetts
$550K -$50.6K -661 -9%
CG
118
Colony Group
Massachusetts
$536K -$115K -1,495 -18%
GIA
119
Gladstone Institutional Advisory
Florida
$531K -$50K -652 -9%
IWM
120
IHT Wealth Management
Illinois
$527K +$77.8K +1,015 +18%
CHC
121
City Holding Co
West Virginia
$526K -$17.2K -225 -3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$520K -$11.9K -155 -2%
GCM
123
Greenland Capital Management
New York
$514K +$507K +6,617 New
GFPC
124
Global Financial Private Client
Florida
$513K -$15.9K -208 -3%
CAL
125
Capital Analysts LLC
Pennsylvania
$512K -$13.9K -182 -3%