We are live on ! Find out more
TAN icon

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
CWM
301
CarsonAllaria Wealth Management
Illinois
$3K
HNWAG
302
High Net Worth Advisory Group
Florida
$3K
LWP
303
Laurel Wealth Planning
Minnesota
$3K
SFG
304
Steward Financial Group
Texas
$3K +$3.25K +47 New
JWM
305
Janiczek Wealth Management
Colorado
$2K
DHGWA
306
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$622 +9 +41%
PMFA
307
Plante Moran Financial Advisors
Michigan
$2K +$1.73K +25 New
T
308
TCWP
Ohio
$2K +$2.07K +30 New
FFA
309
Fairfield Financial Advisors
Massachusetts
$1.89K +$1.73K +25 New
AIM
310
Arcadia Investment Management
Michigan
$1K
BBPWM
311
Blue Bell Private Wealth Management
Pennsylvania
$1K
FMP
312
Financial Management Professionals
Texas
$1K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$1K
SIC
314
SJS Investment Consulting
Ohio
$1K
WIM
315
Westside Investment Management
California
$781 +$106K +1,540 +17%
AIC
316
Archer Investment Corporation
Indiana
$377
ECP
317
Electron Capital Partners
New York
-$31.6M -410,549 Closed
CWM
318
Congress Wealth Management
Massachusetts
-$13.2M -171,719 Closed
HF
319
HRT Financial
New York
-$6.59M -85,619 Closed
Parallax Volatility Advisers
320
Parallax Volatility Advisers
California
-$3.26M -47,219 -100%
Squarepoint
321
Squarepoint
New York
-$2.59M -33,600 Closed
Millennium Management
322
Millennium Management
New York
-$1.32M -17,160 Closed
PCP
323
Proficio Capital Partners
Massachusetts
-$1.14M -14,850 Closed
BAAM
324
Baker Avenue Asset Management
California
-$1.02M -13,276 Closed
Nomura Asset Management
325
Nomura Asset Management
Japan
-$1.01M -13,070 Closed

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.