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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
FNWM
126
Financial Network Wealth Management
Utah
$509K
ASFA
127
All Season Financial Advisors
Colorado
$497K -$213K -2,783 -30%
AAS
128
Avantax Advisory Services
Texas
$496K -$31.6K -412 -6%
MSAM
129
Moloney Securities Asset Management
Missouri
$473K +$13.1K +171 +3%
KCFA
130
Key Client Fiduciary Advisors
New Jersey
$471K
Barclays
131
Barclays
United Kingdom
$456K -$266K -3,478 -37%
SG Americas Securities
132
SG Americas Securities
New York
$454K -$1.99M -25,968 -82%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$445K +$25.6K +334 +6%
OLVIG
134
Oliver Lagore Vanvalin Investment Group
Michigan
$439K -$3.19M -41,650 -88%
SWM
135
Spire Wealth Management
Virginia
$431K +$248K +3,242 +140%
MS
136
Maven Securities
Jersey
$425K +$420K +5,477 New
CA
137
Cetera Advisors
Colorado
$421K -$8.43K -110 -2%
IBOK
138
Independence Bank of Kentucky
Kentucky
$420K
CM
139
Castleark Management
Illinois
$413K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$403K +$2.99K +39 +0.8%
SPC
141
Sigma Planning Corp
Michigan
$400K -$25.8K -337 -6%
US Bancorp
142
US Bancorp
Minnesota
$397K
Creative Planning
143
Creative Planning
Kansas
$394K +$92.8K +1,211 +31%
CWM
144
Cornerstone Wealth Management
Missouri
$388K +$383K +4,998 New
PWLP
145
Prio Wealth Limited Partnership
Massachusetts
$388K +$4.6K +60 +1%
APA
146
Astoria Portfolio Advisors
New York
$385K
CIAS
147
Capital Investment Advisory Services
North Carolina
$381K -$12.1K -158 -3%
SL
148
Stevard LLC
Illinois
$378K
CB
149
Centennial Bank
Arkansas
$371K -$61.3K -800 -14%
RIA
150
RPG Investment Advisory
California
$360K -$766 -10 -0.2%