We are live on ! Find out more
TAN icon

Invesco Solar ETF

271 hedge funds and large institutions have $597M invested in Invesco Solar ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 87 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $251M | Put options by funds: $61.5M

7.24% less ownership

Funds ownership: 45.82%38.58% (-7.2%)

8% less funds holding

Funds holding: 294271 (-23)

14% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 87

34% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 50

37% less capital invested

Capital invested by funds: $948M → $597M (-$350M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
271
Holders Change
-23
Holders Change %
-7.82%
% of All Funds
4.3%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
75
Reduced
87
Closed
50
Calls
$251M
Puts
$61.5M
Net Calls
+$190M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
126
Independence Bank of Kentucky
Kentucky
$276K
MS
127
Maven Securities
Jersey
$274K +$325K +5,286 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$270K +$10.8K +175 +3%
IWM
129
IHT Wealth Management
Illinois
$268K +$11.3K +183 +4%
KCFA
130
Key Client Fiduciary Advisors
New Jersey
$267K -$42.2K -685 -12%
PWLP
131
Prio Wealth Limited Partnership
Massachusetts
$259K
SPC
132
Sigma Planning Corp
Michigan
$254K +$27.8K +452 +10%
US Bancorp
133
US Bancorp
Minnesota
$254K -$12.9K -210 -4%
CW
134
Cook Wealth
North Carolina
$253K +$172K +2,799 +91%
SL
135
Stevard LLC
Illinois
$252K
TCM
136
Tandem Capital Management
New Jersey
$251K -$32.6K -530 -10%
GIA
137
Gladstone Institutional Advisory
Florida
$251K +$27.7K +450 +10%
RIA
138
RPG Investment Advisory
California
$243K -$3.08K -50 -1%
PVI
139
Pine Valley Investments
New Jersey
$242K -$12.6K -205 -4%
EWM
140
Empirical Wealth Management
Washington
$226K +$268K +4,356 New
WWM
141
Western Wealth Management
Colorado
$221K -$248K -4,023 -49%
SI
142
Stephens Inc
Arkansas
$220K
APA
143
Astoria Portfolio Advisors
New York
$215K -$4.8K -78 -2%
Wealthfront Advisers
144
Wealthfront Advisers
California
$210K +$30.1K +489 +14%
NW
145
NewEdge Wealth
Pennsylvania
$208K +$248K +4,023 New
MCM
146
MAI Capital Management
Ohio
$205K -$24.1K -392 -9%
KPWS
147
Kestra Private Wealth Services
Texas
$203K -$677 -11 -0.3%
AWM
148
AE Wealth Management
Kansas
$201K -$17.1K -277 -7%
AIM
149
Anchor Investment Management
South Carolina
$196K -$3.08K -50 -1%
TAM
150
Townsend Asset Management
North Carolina
$195K