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Invesco Solar ETF

286 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

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

28% more capital invested

Capital invested by funds: $597M → $765M (+$167M)

5.65% more ownership

Funds ownership: 38.58%44.24% (+5.7%)

6% more funds holding

Funds holding: 271286 (+15)

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

21% less call options, than puts

Call options by funds: $238M | Put options by funds: $303M

Holders
286
Holders Change
+15
Holders Change %
+5.54%
% of All Funds
4.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Colonial Trust
South Carolina
$16K
USGIU
227
U.S. Global Investors (USGI)
Texas
$16K +$14K +300 New
BFEC
228
Benjamin F. Edwards & Company
Missouri
$16K
CWAF
229
Core Wealth Advisors (Florida)
Florida
$15.9K
MWM
230
Mascoma Wealth Management
New Hampshire
$15.9K
PP
231
Pacifica Partners
Canada
$15.4K
Fidelity Investments
232
Fidelity Investments
Massachusetts
$13.4K +$5.62K +120 +92%
ADL
233
Asset Dedication LLC
California
$13K
CWP
234
Concord Wealth Partners
Virginia
$12.8K -$45.5K -971 -80%
WBC
235
West Branch Capital
Massachusetts
$12.8K
FPFS
236
First Personal Financial Services
North Carolina
$12.3K
PCFFS
237
Pacific Center for Financial Services
California
$11.7K
SWA
238
SOA Wealth Advisors
New York
$11.2K
MSWM
239
McGlone Suttner Wealth Management
Wisconsin
$10.9K +$9.6K +205 New
IRC
240
Investors Research Corp
Georgia
$10.7K
TIM
241
Thompson Investment Management
Wisconsin
$10.7K
CIR
242
Clear Investment Research
Georgia
$10.5K
S
243
SignatureFD
Georgia
$9.72K +$4.68K +100 +122%
FHA
244
First Horizon Advisors
Tennessee
$9.66K +$4.82K +103 +132%
HNB
245
Huntington National Bank
Ohio
$8.96K
PPWM
246
PFG Private Wealth Management
Florida
$7.74K
KFI
247
Key Financial Inc
Pennsylvania
$7.2K
LC
248
Lindbrook Capital
California
$7.1K
AWM
249
Avior Wealth Management
Nebraska
$6.94K
CT
250
Cambridge Trust
Massachusetts
$6.67K

TAN Hedge Fund Activity: Q4 2023 in Review

286 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2023, worth a combined $765M — up 28% from $597M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TAN positions and 30 closed out — a net gain of 19 holders — while 78 added to existing stakes and 85 trimmed.

The largest buyer was Clal Insurance, adding an estimated $103M. The largest seller was Jane Street, cutting an estimated $85.2M.

  • 286 institutional investors held Invesco Solar ETF (TAN) as of Q4 2023, up from 271 in Q3 2023.
  • Funds reported $765M of Invesco Solar ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 49 funds opened new Invesco Solar ETF positions in Q4 2023 and 30 closed out, a net change of +19 holders.
  • The largest Invesco Solar ETF buyer in Q4 2023 was Clal Insurance, an estimated $103M added.
  • The largest Invesco Solar ETF seller in Q4 2023 was Jane Street, an estimated $85.2M sold.

Based on aggregated 13F filings for Q4 2023.