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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
HL
176
HeadInvest LLC
Maine
$71.7K +$89.3K +1,450 New
HT
177
Headlands Technologies
Illinois
$71.4K +$84.8K +1,378 New
SPIA
178
Steward Partners Investment Advisory
New York
$69.9K -$2.15K -35 -3%
PA
179
Parallel Advisors
California
$69.6K -$105K -1,700 -56%
NA
180
NewEdge Advisors
Louisiana
$65.7K
CA
181
Clearstead Advisors
Ohio
$63.4K +$37.7K +612 +100%
MM
182
Main Management
California
$63K -$408K -6,622 -84%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$63K +$62 +1 +0.1%
CWP
184
Concord Wealth Partners
Virginia
$62.7K -$21.2K -345 -22%
UB
185
UMB Bank
Missouri
$62.6K
FCA
186
FinTrust Capital Advisors
South Carolina
$62.1K
TWC
187
TD Waterhouse Canada
Ontario, Canada
$60.6K -$9.97K -162 -15%
BWP
188
Baldwin Wealth Partners
Massachusetts
$60.4K
AF
189
Allworth Financial
California
$53.7K +$739 +12 +1%
1832 Asset Management
190
1832 Asset Management
Ontario, Canada
$51.8K
CFB
191
Cullen/Frost Bankers
Texas
$51.8K
S
192
Syntrinsic
Colorado
$49.9K +$59.3K +963 New
Creative Planning
193
Creative Planning
Kansas
$47.6K -$141K -2,292 -71%
GRP
194
Global Retirement Partners
California
$43.9K -$7.26K -118 -11%
HPC
195
HM Payson & Co
Maine
$41.4K
YDMI
196
Y.D. More Investments
Israel
$40.8K -$59.4K -965 -55%
PG
197
Proffitt & Goodson
Tennessee
$39.7K
LFA
198
LGT Financial Advisors
Texas
$36.3K +$43.1K +700 New
ACM
199
Antonetti Capital Management
Florida
$35.7K
GWM
200
Geneos Wealth Management
Colorado
$35.6K