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Invesco Solar ETF
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Overview Fund Activity

285 hedge funds and large institutions have $765M invested in Invesco Solar ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
285
Holders Change
+15
Holders Change %
+5.56%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
49
Increased
78
Reduced
85
Closed
30
Calls
$238M
Puts
$303M
Net Calls
-$64.9M
Net Calls Change
-$255M

Top Buyers

1
CI
1
Clal Insurance
Israel
$224M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$58.9M
3
UBS Group
3
UBS Group
Switzerland
$41.8M
4
LP
4
LMR Partners
United Kingdom
$22.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$48.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.5M
2
APTFM
2
AGUR Provident & Training Funds Management
Israel
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$2.36M
4
PE
4
Point72 Europe
United Kingdom
$0
5
OAM
5
Oppenheimer Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RMAM
151
Raab & Moskowitz Asset Management
New Jersey
$236K 4,429 +4,429 New
Wealthfront Advisers
152
Wealthfront Advisers
California
$234K 4,381 +322 +8%
EWM
153
Empirical Wealth Management
Washington
$232K 4,356 – –
TCM
154
Tandem Capital Management
New Jersey
$232K 4,350 -500 -10%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$232K 4,355 -865 -17%
CW
156
Cook Wealth
North Carolina
$224K 5,087 -787 -13%
WIM
157
Westside Investment Management
California
$223K 4,181 +1,503 +56%
SI
158
Stephens Inc
Arkansas
$222K 4,170 -80 -2%
WWM
159
Western Wealth Management
Colorado
$222K 4,152 -107 -3%
4WM
160
49 Wealth Management
Texas
$215K 4,039 +4,039 New
NW
161
NewEdge Wealth
Pennsylvania
$215K 4,023 – –
APA
162
Astoria Portfolio Advisors
New York
$211K 5,000 – –
NSIM
163
North Star Investment Management
Illinois
$208K 3,904 +167 +4%
MCM
164
MAI Capital Management
Ohio
$207K 3,877 -82 -2%
AIM
165
Anchor Investment Management
South Carolina
$201K 3,775 – –
CAL
166
Capital Analysts LLC
Pennsylvania
$199K 3,739 +128 +4%
HI
167
Harbour Investments
Wisconsin
$195K 3,659 +397 +12%
TAM
168
Townsend Asset Management
North Carolina
$189K 3,552 -216 -6%
BONH
169
Bank of New Hampshire
New Hampshire
$175K 3,286 -312 -9%
PTC
170
Private Trust Company
Ohio
$174K 3,253 -69 -2%
CB
171
Centennial Bank
Arkansas
$173K 3,250 -200 -6%
LFG
172
Larson Financial Group
Missouri
$162K 3,028 -455 -13%
ASN
173
Advisory Services Network
Georgia
$155K 2,915 +2,915 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$141K 2,651 -1,092 -29%
AFG
175
Albion Financial Group
Utah
$133K 2,501 +181 +8%
5 6
7
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