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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
YDMI
201
Y.D. More Investments
Israel
$41.3K -$640 -12 -2%
GRP
202
Global Retirement Partners
California
$40.6K – – –
LFA
203
LGT Financial Advisors
Texas
$37.4K +$53 +1 +0.1%
GWM
204
Geneos Wealth Management
Colorado
$36.7K – – –
FFL
205
Financial Freedom LLC
Ohio
$34.9K +$53 +1 +0.2%
CA
206
Clearstead Advisors
Ohio
$32.7K -$32.7K -612 -50%
SS
207
Sunbelt Securities
Texas
$32K – – –
TWM
208
Tradition Wealth Management
Minnesota
$32K +$54 +1 +0.2%
OIA
209
Optimum Investment Advisors
Illinois
$31.1K – – –
PCMC
210
Planning Capital Management Corporation
Pennsylvania
$29.5K +$29.5K +554 New
Franklin Resources
211
Franklin Resources
California
$26.7K – – –
CIAS
212
Capital Investment Advisory Services
North Carolina
$26.6K – – –
LFA
213
Legend Financial Advisors
Pennsylvania
$23.5K – – –
WTC
214
WhitTier Trust Company
Nevada
$23.5K – – –
JFA
215
JNBA Financial Advisors
Minnesota
$22K – – –
RBC
216
Roble Belko & Company
Pennsylvania
$21K +$810 +15 +4%
NFA
217
Northwest Financial Advisors
Virginia
$20.1K +$20.1K +378 New
CHC
218
City Holding Co
West Virginia
$20K -$72K -1,350 -78%
AWM
219
Activest Wealth Management
Florida
$19.4K – – –
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$18.7K – – –
BWP
221
Baldwin Wealth Partners
Massachusetts
$18K -$44.2K -828 -71%
BC
222
Bartlett & Co
Ohio
$18K – – –
BCWM
223
Bartlett & Co Wealth Management
Ohio
$17.6K – – –
LA
224
LM Advisors
California
$17.3K +$17.3K +325 New
TRCT
225
Tower Research Capital (TRC)
New York
$16.9K +$2.4K +45 +17%
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9
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