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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
VWM
251
Venturi Wealth Management
Texas
$12.9K -$577 -8 -4%
RAM
252
Riggs Asset Management
Pennsylvania
$12.1K -$4.64M -64,290 -100%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$12.1K -$216 -3 -2%
HNB
254
Huntington National Bank
Ohio
$12K
PPWM
255
PFG Private Wealth Management
Florida
$10.4K
CG
256
Cutler Group
California
$10K -$506K -7,013 -98%
CFD
257
Creative Financial Designs
Indiana
$9.64K -$32K -444 -77%
KFI
258
Key Financial Inc
Pennsylvania
$9.64K
FFA
259
Farther Finance Advisors
California
$9.57K +$4.26K +59 +79%
AWM
260
Avior Wealth Management
Nebraska
$9.28K +$5.05K +70 +117%
CT
261
Cambridge Trust
Massachusetts
$8.93K
LWA
262
Lowe Wealth Advisors
Maryland
$8.21K
CCP
263
Carmel Capital Partners
California
$7.14K
AIC
264
Archer Investment Corporation
Indiana
$6.71K +$6.78K +94 New
ATC
265
Adirondack Trust Company
New York
$6.51K
OLVIG
266
Oliver Lagore Vanvalin Investment Group
Michigan
$6.36K -$402K -5,570 -98%
MFA
267
McClarren Financial Advisors
Pennsylvania
$6K
DWMG
268
DB Wealth Management Group
California
$6K
ASBI
269
American State Bank (Iowa)
Iowa
$5.71K
S
270
SignatureFD
Georgia
$5.43K
WTA
271
Washington Trust Advisors
Massachusetts
$5.36K
TF
272
TimeScale Financial
Massachusetts
$4.93K
CSC
273
Caldwell Sutter Capital
California
$4.29K +$4.33K +60 New
CTC
274
Central Trust Company
Missouri
$4.21K
QC
275
Quent Capital
New York
$3.36K

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.