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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
MCM
251
MV Capital Management
Maryland
$26K
PCFFS
252
Pacific Center for Financial Services
California
$26K
BC
253
Bartlett & Co
Ohio
$25K +$22.5K +325 New
BCWM
254
Bartlett & Co Wealth Management
Ohio
$24.5K +$22.5K +325 New
LWA
255
Lowe Wealth Advisors
Maryland
$24K +$13.8K +200 +174%
HS
256
Horan Securities
United States
$23K
PP
257
Pacifica Partners
Canada
$23K
HWMA
258
Heritage Wealth Management (Arizona)
Arizona
$23K +$20.7K +300 New
MFG
259
Monumental Financial Group
Maryland
$23K +$21.3K +308 New
BFEC
260
Benjamin F. Edwards & Company
Missouri
$22K
CWAF
261
Core Wealth Advisors (Florida)
Florida
$22K +$20.6K +298 New
FPFS
262
First Personal Financial Services
North Carolina
$21K -$4.49K -65 -19%
CA
263
Clearstead Advisors
Ohio
$21K
SIC
264
Salem Investment Counselors
North Carolina
$20K -$230K -3,330 -93%
FCB
265
First Command Bank
Texas
$18K
FCFS
266
First Command Financial Services
Texas
$18K
WBC
267
West Branch Capital
Massachusetts
$18K
KPCM
268
Kings Point Capital Management
New York
$16K +$14.7K +212 New
CIR
269
Clear Investment Research
Georgia
$15K
CPFP
270
Clear Perspectives Financial Planning
Ohio
$15K
FRA
271
Front Row Advisors
California
$15K
IRC
272
Investors Research Corp
Georgia
$15K
SIAP
273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
TFGT
274
TS Financial Group (TSFG)
Illinois
$15K
NFSG
275
Newbridge Financial Services Group
Florida
$15K +$13.8K +200 New

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.