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Invesco Solar ETF

201 hedge funds and large institutions have $362M invested in Invesco Solar ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 32 increasing their positions, 69 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $106M | Put options by funds: $76.2M

9.22% more ownership

Funds ownership: 36.54%45.76% (+9.2%)

8% less funds holding

Funds holding: 219201 (-18)

12% less capital invested

Capital invested by funds: $410M → $362M (-$47.9M)

18% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 56

54% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 69

Holders
201
Holders Change
-18
Holders Change %
-8.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
32
Reduced
69
Closed
56
Calls
$106M
Puts
$76.2M
Net Calls
+$29.8M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$76K -$198K -5,376 -70%
CFGS
102
Concourse Financial Group Securities
Alabama
$69.4K +$2.58K +70 +3%
AF
103
Advisornet Financial
Minnesota
$64.4K
SWM
104
Spire Wealth Management
Virginia
$53.6K -$41.2K -1,116 -41%
AFG
105
Albion Financial Group
Utah
$47.2K -$33K -895 -39%
SPIA
106
Steward Partners Investment Advisory
New York
$43.4K +$1.44K +39 +3%
WP
107
WealthShield Partners
North Carolina
$43.2K -$5.61K -152 -10%
LFG
108
Larson Financial Group
Missouri
$41.7K +$184 +5 +0.4%
Comerica Bank
109
Comerica Bank
Texas
$41.5K -$3.65K -99 -7%
MM
110
Main Management
California
$41K -$21.4K -580 -32%
GRP
111
Global Retirement Partners
California
$37K +$13.5K +365 +49%
AWM
112
Avior Wealth Management
Nebraska
$33.5K +$184 +5 +0.5%
UB
113
UMB Bank
Missouri
$33.1K
UBP
114
Union Bancaire Privee
Switzerland
$30.8K +$33.8K +915 New
PMAM
115
Picton Mahoney Asset Management
Ontario, Canada
$30K -$14.8K -400 -31%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$29K
JFA
117
JNBA Financial Advisors
Minnesota
$28.4K
AWM
118
AE Wealth Management
Kansas
$26.7K +$29.7K +805 New
HPC
119
HM Payson & Co
Maine
$26.5K
AF
120
Allworth Financial
California
$26.1K -$664 -18 -2%
CA
121
Clearstead Advisors
Ohio
$24.6K +$4.83K +131 +21%
CAL
122
Capital Analysts LLC
Pennsylvania
$24K +$7.82K +212 +41%
GWM
123
Geneos Wealth Management
Colorado
$22.8K
FFL
124
Financial Freedom LLC
Ohio
$21.8K +$74 +2 +0.3%
SS
125
Sunbelt Securities
Texas
$20.2K