We are live on ! Find out more
TAN icon

Invesco Solar ETF

241 hedge funds and large institutions have $494M invested in Invesco Solar ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $150M | Put options by funds: $124M

5.91% less ownership

Funds ownership: 44.24%38.32% (-5.9%)

16% less funds holding

Funds holding: 286241 (-45)

35% less capital invested

Capital invested by funds: $765M → $494M (-$271M)

45% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 89

53% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 75

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
241
Holders Change
-45
Holders Change %
-15.73%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
49
Reduced
89
Closed
75
Calls
$150M
Puts
$124M
Net Calls
+$26.3M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Purus Wealth Management
California
$369K -$25.2K -566 -7%
SWM
102
Spire Wealth Management
Virginia
$332K +$3.3K +74 +1%
AWS
103
Atria Wealth Solutions
New York
$326K -$23.9K -535 -7%
GWM
104
Greenhouse Wealth Management
Connecticut
$313K -$23.6K -530 -7%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$308K -$11.4K -255 -4%
RMAM
106
Raab & Moskowitz Asset Management
New Jersey
$302K +$99.2K +2,224 +50%
FTS
107
Fifth Third Securities
Ohio
$298K -$224K -5,032 -43%
DADC
108
D.A. Davidson & Co
Montana
$271K +$266K +5,963 New
Wealthfront Advisers
109
Wealthfront Advisers
California
$270K +$69.8K +1,564 +36%
AAS
110
Ameritas Advisory Services
Nebraska
$268K -$32K -718 -10%
RIA
111
RPG Investment Advisory
California
$260K +$29.4K +660 +13%
Barclays
112
Barclays
United Kingdom
$259K -$37.4K -838 -13%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$257K -$123K -2,767 -33%
FHA
114
Flagship Harbor Advisors
Massachusetts
$257K -$21.4K -480 -8%
BFM
115
Boothbay Fund Management
New York
$254K +$249K +5,588 New
CW
116
Cook Wealth
North Carolina
$251K +$43.2K +968 +19%
CW
117
CreativeOne Wealth
Kansas
$249K +$244K +5,477 New
US Bancorp
118
US Bancorp
Minnesota
$241K +$17.8K +400 +8%
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$233K
PVI
120
Pine Valley Investments
New Jersey
$212K
Lido Advisors
121
Lido Advisors
California
$210K +$207K +4,640 New
KCFA
122
Key Client Fiduciary Advisors
New Jersey
$206K -$16.3K -365 -7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$205K -$105K -2,365 -34%
APA
124
Astoria Portfolio Advisors
New York
$203K
WIM
125
Westside Investment Management
California
$190K