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Invesco Solar ETF

201 hedge funds and large institutions have $362M invested in Invesco Solar ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 32 increasing their positions, 69 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $106M | Put options by funds: $76.2M

9.22% more ownership

Funds ownership: 36.54%45.76% (+9.2%)

8% less funds holding

Funds holding: 219201 (-18)

12% less capital invested

Capital invested by funds: $410M → $362M (-$47.9M)

18% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 56

54% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 69

Holders
201
Holders Change
-18
Holders Change %
-8.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
32
Reduced
69
Closed
56
Calls
$106M
Puts
$76.2M
Net Calls
+$29.8M
Net Calls Change
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mascoma Wealth Management
New Hampshire
$5.96K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$5.65K +$4.32K +117 +217%
SWA
153
SOA Wealth Advisors
New York
$4.84K
PPWM
154
PFG Private Wealth Management
Florida
$4.8K
PCFFS
155
Pacific Center for Financial Services
California
$4.55K
LC
156
Lindbrook Capital
California
$4.34K -$74 -2 -2%
CWP
157
Concord Wealth Partners
Virginia
$4.34K
CWM
158
Crowley Wealth Management
Delaware
$4.01K +$4.46K +121 New
1IA
159
1620 Investment Advisors
Massachusetts
$3.71K +$4.13K +112 New
GFPC
160
Global Financial Private Client
Florida
$3.31K
RCA
161
Runnymede Capital Advisors
Ohio
$3.31K +$3.69K +100 New
ATC
162
Adirondack Trust Company
New York
$3.15K
CPG
163
Cornerstone Planning Group
New Jersey
$2.68K
MSWA
164
Marshall & Sterling Wealth Advisors
New York
$2.34K +$2.62K +71 New
NA
165
NewEdge Advisors
Louisiana
$2.32K -$31.7K -860 -92%
CSC
166
Caldwell Sutter Capital
California
$2.32K
MFA
167
McClarren Financial Advisors
Pennsylvania
$2K
VWM
168
Venturi Wealth Management
Texas
$1.99K
CTC
169
Central Trust Company
Missouri
$1.96K
MWA
170
Medallion Wealth Advisors
Connecticut
$1.86K +$2.07K +56 New
MG
171
Mather Group
Illinois
$1.82K
T
172
Transce3nd
Texas
$1.79K +$1.99K +54 New
PMFA
173
Plante Moran Financial Advisors
Michigan
$1.66K
SIC
174
Salem Investment Counselors
North Carolina
$1.66K +$1.84K +50 New
CIAS
175
Capital Investment Advisory Services
North Carolina
$1.33K