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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
CFGS
126
Concourse Financial Group Securities
Alabama
$72.7K -$1.53K -35 -2%
WP
127
WealthShield Partners
North Carolina
$60.1K
PFBT
128
Parkside Financial Bank & Trust
Missouri
$59.4K
Comerica Bank
129
Comerica Bank
Texas
$54.6K
AF
130
Allworth Financial
California
$54.5K -$9.26K -212 -14%
PMAM
131
Picton Mahoney Asset Management
Ontario, Canada
$52K
SPIA
132
Steward Partners Investment Advisory
New York
$50.3K -$437 -10 -0.8%
NS
133
NBC Securities
Alabama
$46K -$22.4K -512 -31%
PG
134
Proffitt & Goodson
Tennessee
$45.5K
NA
135
NewEdge Advisors
Louisiana
$41K -$1.21M -27,646 -96%
AWM
136
Avior Wealth Management
Nebraska
$40.5K -$3.06K -70 -7%
UB
137
UMB Bank
Missouri
$40.2K
RIA
138
Realta Investment Advisors
Delaware
$38.2K -$4.37K -100 -10%
FCA
139
FinTrust Capital Advisors
South Carolina
$37.3K -$52.4K -1,200 -56%
IFAM
140
Institutional & Family Asset Management
Colorado
$35.3K
TWC
141
TD Waterhouse Canada
Ontario, Canada
$34.5K
PS
142
Principal Securities
Iowa
$34.4K -$19.7K -452 -35%
MG
143
Mather Group
Illinois
$32.4K +$31.2K +715 New
HPC
144
HM Payson & Co
Maine
$32.2K
JFA
145
JNBA Financial Advisors
Minnesota
$31.5K +$10.8K +247 +46%
PTC
146
Private Trust Company
Ohio
$30.3K
GRP
147
Global Retirement Partners
California
$28.3K
LFASL
148
Lugano Financial Advisors SA (LFA)
Switzerland
$28.1K +$30.6K +700 New
GWM
149
Geneos Wealth Management
Colorado
$27.7K
FFL
150
Financial Freedom LLC
Ohio
$26.3K