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Invesco Solar ETF

286 hedge funds and large institutions have $765M invested in Invesco Solar ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

28% more capital invested

Capital invested by funds: $597M → $765M (+$167M)

5.65% more ownership

Funds ownership: 38.58%44.24% (+5.7%)

6% more funds holding

Funds holding: 271286 (+15)

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

21% less call options, than puts

Call options by funds: $238M | Put options by funds: $303M

Holders
286
Holders Change
+15
Holders Change %
+5.54%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
78
Reduced
85
Closed
30
Calls
$238M
Puts
$303M
Net Calls
-$64.9M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
101
CIBC World Market
Ontario, Canada
$577K +$22K +469 +5%
WS
102
Wedbush Securities
California
$568K -$38.6K -824 -7%
PCM
103
Prelude Capital Management
New York
$563K +$494K +10,546 New
KC
104
Kepos Capital
New York
$553K +$486K +10,373 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$548K -$17.6K -375 -4%
NL
106
NWAM LLC
Washington
$501K +$16.2K +346 +4%
EH
107
Equitable Holdings
New York
$483K -$81.1K -1,732 -16%
BBVA
108
Banco Bilbao Vizcaya Argentaria
Spain
$477K -$15.6K -333 -4%
PWM
109
Purus Wealth Management
California
$464K -$21.3K -455 -5%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$450K -$2.45M -52,229 -86%
Prudential Financial
111
Prudential Financial
New Jersey
$445K -$67.6K -1,443 -15%
AWS
112
Atria Wealth Solutions
New York
$412K -$71.7K -1,532 -17%
MS
113
Maven Securities
Jersey
$407K +$110K +2,351 +44%
WHG
114
Westwood Holdings Group
Texas
$400K +$351K +7,500 New
GWM
115
Greenhouse Wealth Management
Connecticut
$396K +$281 +6 +0.1%
EWM
116
Elmwood Wealth Management
California
$384K -$376K -8,036 -53%
Creative Planning
117
Creative Planning
Kansas
$381K +$292K +6,226 +677%
I
118
INVST
Indiana
$377K -$562 -12 -0.1%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$375K -$19.2K -409 -5%
JFG
120
Jefferies Financial Group
New York
$373K +$52.9K +1,130 +19%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$373K -$440K -9,404 -58%
FNWM
122
Financial Network Wealth Management
Utah
$366K -$2.11K -45 -0.7%
TSS
123
Two Sigma Securities
New York
$366K +$321K +6,856 New
LSA
124
L & S Advisors
California
$359K +$315K +6,732 New
JWCA
125
J.W. Cole Advisors
Florida
$352K +$309K +6,607 New