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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
CA
151
Clearstead Advisors
Ohio
$24.6K
SS
152
Sunbelt Securities
Texas
$24.1K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$23.7K -$6.05M -138,487 -100%
WIM
154
Westside Investment Management
California
$23.2K -$157K -3,604 -86%
PCMC
155
Planning Capital Management Corporation
Pennsylvania
$22.3K
CB
156
Centennial Bank
Arkansas
$22.1K -$54.6K -1,250 -69%
PA
157
Parallel Advisors
California
$21.3K
EDRH
158
Edmond de Rothschild Holding
Switzerland
$20.9K -$79.9K -1,828 -78%
IAIM
159
International Assets Investment Management
Florida
$20.4K +$22.2K +508 New
NP
160
NorthRock Partners
Minnesota
$20.1K -$4.28K -98 -16%
Franklin Resources
161
Franklin Resources
California
$20.1K
WTC
162
WhitTier Trust Company
Nevada
$17.7K
RBC
163
Roble Belko & Company
Pennsylvania
$15K
AWM
164
Activest Wealth Management
Florida
$14.6K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$14.1K
BWP
166
Baldwin Wealth Partners
Massachusetts
$13.6K
CHC
167
City Holding Co
West Virginia
$13.5K +$2.84K +65 +24%
CT
168
Colonial Trust
South Carolina
$12.1K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$11.5K -$4.37K -100 -26%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$11K -$612 -14 -5%
ADL
171
Asset Dedication LLC
California
$9.77K
WBC
172
West Branch Capital
Massachusetts
$9.61K
FPFS
173
First Personal Financial Services
North Carolina
$9.25K
PP
174
Pacifica Partners
Canada
$9.12K
CWP
175
Concord Wealth Partners
Virginia
$8.48K -$8.74K -200 -49%