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Invesco Solar ETF

319 hedge funds and large institutions have $878M invested in Invesco Solar ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.32% less ownership

Funds ownership: 33.17%32.85% (-0.32%)

3% less capital invested

Capital invested by funds: $905M → $878M (-$26.8M)

4% less funds holding

Funds holding: 331319 (-12)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

44% less call options, than puts

Call options by funds: $82.6M | Put options by funds: $147M

Holders
319
Holders Change
-12
Holders Change %
-3.63%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
86
Reduced
101
Closed
57
Calls
$82.6M
Puts
$147M
Net Calls
-$64M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
226
Capital Asset Advisory Services
Michigan
$61K
TCWA
227
Ten Capital Wealth Advisors
Washington
$61K
TRCT
228
Tower Research Capital (TRC)
New York
$60K -$4.91K -71 -8%
Franklin Resources
229
Franklin Resources
California
$59K
TFS
230
TrustCore Financial Services
Tennessee
$58K +$13.9K +201 +36%
GWM
231
Geneos Wealth Management
Colorado
$57K -$6.91K -100 -12%
TWM
232
Tradition Wealth Management
Minnesota
$53K -$13.4K -194 -22%
LFG
233
Larson Financial Group
Missouri
$53K -$2.42K -35 -5%
ACM
234
Antonetti Capital Management
Florida
$52K
Optiver Holding
235
Optiver Holding
Netherlands
$51K -$10.3K -149 -18%
CFD
236
Creative Financial Designs
Indiana
$49K -$11.1K -160 -20%
PFS
237
Prospera Financial Services
Texas
$46K +$42.2K +610 New
PG
238
Proffitt & Goodson
Tennessee
$40K
SCA
239
Stonebridge Capital Advisors
Minnesota
$40K +$6.91K +100 +24%
GTAM
240
Global Trust Asset Management
Florida
$38K -$6.98K -101 -17%
PGAM
241
Princeton Global Asset Management
New Jersey
$33K -$46.7K -675 -61%
POIA
242
Pin Oak Investment Advisors
Texas
$33K
WTC
243
WhitTier Trust Company
Nevada
$33K
JFA
244
JNBA Financial Advisors
Minnesota
$31K
Fidelity Investments
245
Fidelity Investments
Massachusetts
$29K +$2.21K +32 +9%
NSIM
246
North Star Investment Management
Illinois
$28K -$27.6K -400 -52%
RBC
247
Roble Belko & Company
Pennsylvania
$28K
ZIG
248
Zullo Investment Group
Pennsylvania
$28K +$3.46K +50 +15%
GRP
249
Global Retirement Partners
California
$28K +$29.5K +427 New
CCM
250
Covington Capital Management
California
$26K

TAN Hedge Fund Activity: Q1 2022 in Review

319 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2022, worth a combined $878M — down 3% from $905M a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of TAN and 51 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 86 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $98.4M. The largest seller was Clal Insurance, cutting an estimated $108M.

  • 319 institutional investors held Invesco Solar ETF (TAN) as of Q1 2022, down from 331 in Q4 2021.
  • Funds reported $878M of Invesco Solar ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 51 funds opened new Invesco Solar ETF positions in Q1 2022 and 57 closed out, a net change of -6 holders.
  • The largest Invesco Solar ETF buyer in Q1 2022 was Bessemer Group, an estimated $98.4M added.
  • The largest Invesco Solar ETF seller in Q1 2022 was Clal Insurance, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2022.