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Invesco Solar ETF
TAN

339 hedge funds and large institutions have $1.45B invested in Invesco Solar ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

68% more capital invested

Capital invested by funds: $864M → $1.45B (+$587M)

47% more call options, than puts

Call options by funds: $140M | Put options by funds: $95M

6% more funds holding

Funds holding: 319 → 339 (+20)

1.18% less ownership

Funds ownership: 34.67% → 33.49% (-1.2%)

37% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 116

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.45%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
59
Increased
73
Reduced
116
Closed
32
Calls
$140M
Puts
$95M
Net Calls
+$44.7M
Net Calls Change
+$21.3M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$32.1M
2
Jane Street
Jane Street
New York
+$30.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$10.3M
4
APTFM
AGUR Provident & Training Funds Management
Israel
+$10M
5
ECM
ExodusPoint Capital Management
New York
+$9.95M

Top Sellers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
-$30.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.1M
3
Morgan Stanley
Morgan Stanley
New York
-$20.8M
4
LP
LMR Partners
United Kingdom
-$20.2M
5
Squarepoint
Squarepoint
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
301
VitalStone Financial
Texas
$8K +$7.91K +105 New
AWM
302
Avior Wealth Management
Nebraska
$7.66K – – –
GTAM
303
Global Trust Asset Management
Florida
$7.3K – – –
FA
304
Fiduciary Alliance
South Carolina
$7.29K +$7.54K +100 New
DWMG
305
DB Wealth Management Group
California
$6.13K +$6.33K +84 New
MFA
306
McClarren Financial Advisors
Pennsylvania
$6K – – –
AA
307
AlphaMark Advisors
Kentucky
$6K +$829 +11 +17%
ASBI
308
American State Bank (Iowa)
Iowa
$5.83K – – –
S
309
SignatureFD
Georgia
$5.54K – – –
WTA
310
Washington Trust Advisors
Massachusetts
$5.47K – – –
TF
311
TimeScale Financial
Massachusetts
$5.08K – – –
CTC
312
Central Trust Company
Missouri
$4.3K – – –
WAM
313
Worth Asset Management
Texas
$3.65K -$21.9K -291 -85%
FFA
314
Farther Finance Advisors
California
$3.57K +$3.69K +49 New
QC
315
Quent Capital
New York
$3.43K – – –
WWM
316
Wolff Wiese Magana
California
$3.28K – – –
BWA
317
BDO Wealth Advisors
Florida
$3.21K – – –
CWM
318
CarsonAllaria Wealth Management
Illinois
$3K – – –
SFG
319
Steward Financial Group
Texas
$3K +$3.54K +47 New
HNWAG
320
High Net Worth Advisory Group
Florida
$2.99K – – –
EE
321
EWG Elevate
California
$2.92K +$3.01K +40 New
FWM
322
Focused Wealth Management
New York
$2.92K +$3.01K +40 New
WOSD
323
WFA of San Diego
California
$2.92K +$3.01K +40 New
LWP
324
Laurel Wealth Planning
Minnesota
$2.55K – – –
CSWM
325
Cassady Schiller Wealth Management
Ohio
$2.55K +$2.64K +35 New
11 12
13
14 15

TAN Hedge Fund Activity: Q4 2022 in Review

339 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2022, worth a combined $1.45B — up 68% from $864M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TAN positions and 32 closed out — a net gain of 27 holders — while 73 added to existing stakes and 116 trimmed.

The largest buyer was Clal Insurance, adding an estimated $32.1M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $30.3M sold.

  • 339 institutional investors held Invesco Solar ETF (TAN) as of Q4 2022, up from 319 in Q3 2022.
  • Funds reported $1.45B of Invesco Solar ETF stock for Q4 2022, up 68% quarter-over-quarter.
  • 59 funds opened new Invesco Solar ETF positions in Q4 2022 and 32 closed out, a net change of +27 holders.
  • The largest Invesco Solar ETF buyer in Q4 2022 was Clal Insurance, an estimated $32.1M added.
  • The largest Invesco Solar ETF seller in Q4 2022 was Portfolio Strategies, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2022.