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Invesco Solar ETF

294 hedge funds and large institutions have $948M invested in Invesco Solar ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 109 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $107M | Put options by funds: $51.7M

5.49% more ownership

Funds ownership: 40.33%45.82% (+5.5%)

1% less capital invested

Capital invested by funds: $957M → $948M (-$9.35M)

8% less funds holding

Funds holding: 318294 (-24)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 109

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
294
Holders Change
-24
Holders Change %
-7.55%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
63
Reduced
109
Closed
48
Calls
$107M
Puts
$51.7M
Net Calls
+$55M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
226
Roble Belko & Company
Pennsylvania
$27K
BFEC
227
Benjamin F. Edwards & Company
Missouri
$26K
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$25K +$25.2K +350 New
HS
229
Horan Securities
United States
$23.7K +$1.8K +25 +8%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$23.2K
BC
231
Bartlett & Co
Ohio
$23K
PP
232
Pacifica Partners
Canada
$22.7K
CT
233
Colonial Trust
South Carolina
$21.4K
CWAF
234
Core Wealth Advisors (Florida)
Florida
$21.3K
MG
235
Mather Group
Illinois
$20.4K +$20.6K +285 New
SIC
236
Salem Investment Counselors
North Carolina
$18.9K
SCA
237
Stonebridge Capital Advisors
Minnesota
$18.9K
MWM
238
Mascoma Wealth Management
New Hampshire
$18.4K
FCB
239
First Command Bank
Texas
$17.4K
FCFS
240
First Command Financial Services
Texas
$17.4K
WBC
241
West Branch Capital
Massachusetts
$17.1K
ADL
242
Asset Dedication LLC
California
$17K
FPFS
243
First Personal Financial Services
North Carolina
$16.4K
PCFFS
244
Pacific Center for Financial Services
California
$15.6K
SWA
245
SOA Wealth Advisors
New York
$14.9K
IRC
246
Investors Research Corp
Georgia
$14.3K
TIM
247
Thompson Investment Management
Wisconsin
$14.3K
CIR
248
Clear Investment Research
Georgia
$14.1K
PMFA
249
Plante Moran Financial Advisors
Michigan
$13.4K +$4.33K +60 +47%
TRCT
250
Tower Research Capital (TRC)
New York
$13.2K -$22.9K -317 -63%

TAN Hedge Fund Activity: Q2 2023 in Review

294 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2023, worth a combined $948M — down 0.98% from $957M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TAN and 27 opened new positions — a net loss of 21 holders — while 109 trimmed existing stakes and 63 added.

The largest buyer was Jane Street, adding an estimated $102M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $11.5M sold.

  • 294 institutional investors held Invesco Solar ETF (TAN) as of Q2 2023, down from 318 in Q1 2023.
  • Funds reported $948M of Invesco Solar ETF stock for Q2 2023, down 0.98% quarter-over-quarter.
  • 27 funds opened new Invesco Solar ETF positions in Q2 2023 and 48 closed out, a net change of -21 holders.
  • The largest Invesco Solar ETF buyer in Q2 2023 was Jane Street, an estimated $102M added.
  • The largest Invesco Solar ETF seller in Q2 2023 was Paragon Wealth Strategies, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.