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Invesco Solar ETF

234 hedge funds and large institutions have $348M invested in Invesco Solar ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 40 increasing their positions, 81 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $136M | Put options by funds: $126M

9% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 44

2.25% less ownership

Funds ownership: 38.32%36.07% (-2.3%)

3% less funds holding

Funds holding: 241234 (-7)

29% less capital invested

Capital invested by funds: $494M → $348M (-$145M)

51% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 81

Holders
234
Holders Change
-7
Holders Change %
-2.9%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
40
Reduced
81
Closed
44
Calls
$136M
Puts
$126M
Net Calls
+$9.76M
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$236K +$192K +4,400 +361%
NSIM
102
North Star Investment Management
Illinois
$220K +$62.9K +1,440 +36%
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$217K -$54.9K -1,257 -19%
RIA
104
RPG Investment Advisory
California
$215K -$16.6K -379 -7%
US Bancorp
105
US Bancorp
Minnesota
$214K +$437 +10 +0.2%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$212K -$17.5K -401 -7%
MHS
107
M Holdings Securities
Oregon
$209K +$227K +5,202 New
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$205K -$73.6K -1,684 -25%
PWLP
109
Prio Wealth Limited Partnership
Massachusetts
$204K -$2.4K -55 -1%
APA
110
Astoria Portfolio Advisors
New York
$201K
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$181K -$9.52K -218 -5%
IA
112
IFP Advisors
Florida
$154K -$3.93K -90 -2%
AIM
113
Anchor Investment Management
South Carolina
$153K +$874 +20 +0.5%
CAL
114
Capital Analysts LLC
Pennsylvania
$146K -$2.4K -55 -1%
SWM
115
Spire Wealth Management
Virginia
$136K -$171K -3,922 -54%
CA
116
Continuum Advisory
Idaho
$136K
HI
117
Harbour Investments
Wisconsin
$128K -$29K -663 -17%
LFG
118
Larson Financial Group
Missouri
$118K +$4.98K +114 +4%
Deutsche Bank
119
Deutsche Bank
Germany
$96.5K
AFG
120
Albion Financial Group
Utah
$93.3K
KC
121
Kepos Capital
New York
$91K -$2.97K -68 -3%
BONH
122
Bank of New Hampshire
New Hampshire
$89.3K -$20.8K -476 -18%
AF
123
Advisornet Financial
Minnesota
$78.2K
JFGIW
124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.6K -$4.37K -100 -5%
MM
125
Main Management
California
$73K +$25.3K +580 +47%