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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
SIM
301
Seaview Investment Managers
Florida
-$1.94M -25,053 Closed
GDP
302
Great Diamond Partners
Maine
-$1.48M -19,056 Closed
IA
303
IAM Advisory
Pennsylvania
-$1.09M -13,984 Closed
BCM
304
Beck Capital Management
Texas
-$1.07M -13,844 Closed
Balyasny Asset Management
305
Balyasny Asset Management
Illinois
-$992K -12,780 Closed
SCA
306
Snowden Capital Advisors
New York
-$900K -11,591 Closed
LAM
307
LifePro Asset Management
California
-$650K -8,908 Closed
BAM
308
Belpointe Asset Management
Nevada
-$662K -8,522 Closed
SAS
309
Stelac Advisory Services
New York
-$616K -7,940 Closed
CA
310
Claro Advisors
Massachusetts
-$550K -7,083 Closed
GCM
311
Greenland Capital Management
New York
-$514K -6,617 Closed
MS
312
Maven Securities
Jersey
-$425K -5,477 Closed
EAM
313
Eschler Asset Management
United Kingdom
-$312K -4,024 Closed
JWCA
314
J.W. Cole Advisors
Florida
-$310K -3,998 Closed
RF
315
Rollins Financial
Georgia
-$301K -3,872 Closed
AGA
316
Accuvest Global Advisors
Utah
-$285K -3,665 Closed
BCM
317
BlueCrest Capital Management
Jersey
-$272K -3,503 Closed
Cerity Partners
318
Cerity Partners
New York
-$238K -3,162 Closed
BG
319
Benedetti & Gucer
Georgia
-$231K -2,970 Closed
OCM
320
One Capital Management
California
-$228K -2,932 Closed
YIH
321
Y-Intercept (HK)
Hong Kong
-$221K -2,843 Closed
CMI
322
Clare Market Investments
Texas
-$214K -2,760 Closed
JPLA
323
Joseph P. Lucia & Associates
New York
-$209K -2,693 Closed
BFA
324
Beacon Financial Advisory
Ohio
-$209K -2,691 Closed
LL
325
LPWM LLC
Minnesota
-$203K -2,610 Closed

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.