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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
MFA
201
McClarren Financial Advisors
Pennsylvania
$3K -$2.23K -51 -56%
CSC
202
Caldwell Sutter Capital
California
$2.81K
FFA
203
Farther Finance Advisors
California
$2.43K -$1.18K -27 -30%
VWM
204
Venturi Wealth Management
Texas
$2.41K +$612 +14 +30%
CTC
205
Central Trust Company
Missouri
$2.37K
SIS
206
Strategic Investment Solutions
Illinois
$2.11K +$2.18K +50 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$2.01K
QC
208
Quent Capital
New York
$1.89K
GI
209
Gradient Investments
Minnesota
$1.69K +$1.83K +42 New
MFS
210
Mattson Financial Services
Michigan
$1.69K +$1.83K +42 New
CIAS
211
Capital Investment Advisory Services
North Carolina
$1.61K
WOSD
212
WFA of San Diego
California
$1.61K +$1.75K +40 New
RFA
213
Register Financial Advisors
Georgia
$1.49K
TCM
214
Tradewinds Capital Management
Washington
$1.45K
CSWM
215
Cassady Schiller Wealth Management
Ohio
$1.41K
S
216
SignatureFD
Georgia
$1.29K -$6.55K -150 -82%
GEA
217
Glen Eagle Advisors
New Jersey
$1.21K +$1.22K +28 +1,400%
PPA
218
Painted Porch Advisors
California
$1.21K +$1.31K +30 New
HGERS
219
Householder Group Estate & Retirement Specialist
Arizona
$1K
CA
220
CoreCap Advisors
Michigan
$966 -$11.9K -272 -92%
JWA
221
JFS Wealth Advisors
Pennsylvania
$925
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$844
IBOK
223
Independence Bank of Kentucky
Kentucky
$804 +$874 +20 New
CIA
224
Cape Investment Advisory
Georgia
$684 +$743 +17 New
HGA
225
Hobbs Group Advisors
South Carolina
$684 +$743 +17 New