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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
TCM
176
Tradewinds Capital Management
Washington
$1.2K
TRCT
177
Tower Research Capital (TRC)
New York
$1.19K +$1.18K +32 +800%
CSWM
178
Cassady Schiller Wealth Management
Ohio
$1.16K
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$1K
GEA
180
Glen Eagle Advisors
New Jersey
$994
PPA
181
Painted Porch Advisors
California
$994
KWM
182
Kiker Wealth Management
Georgia
$994 +$1.11K +30 New
BONH
183
Bank of New Hampshire
New Hampshire
$894
S
184
SignatureFD
Georgia
$861
BOJHT
185
Bank of Jackson Hole Trust
Wyoming
$828 +$922 +25 New
CA
186
CoreCap Advisors
Michigan
$798
BPAMU
187
BTG Pactual Asset Management US
New York
$694 +$701 +19 New
CIA
188
Cape Investment Advisory
Georgia
$563
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$431
FFA
190
Farther Finance Advisors
California
$331 -$1.92K -52 -84%
SIS
191
Sound Income Strategies
Florida
$265 +$295 +8 New
LFA
192
Legend Financial Advisors
Pennsylvania
$132 +$148 +4 New
DFA
193
DHJJ Financial Advisors
Illinois
$100
GWSA
194
Global Wealth Strategies & Associates
Colorado
$66
FDW
195
Fourth Dimension Wealth
Ohio
$66 +$74 +2 New
SFGP
196
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$66 +$74 +2 New
NS
197
NBC Securities
Alabama
$38 -$42.8K -1,160 -100%
CFFP
198
Center for Financial Planning
Michigan
$34
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$33
SAM
200
Smartleaf Asset Management
Massachusetts
$33