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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
CH
351
Canton Hathaway
Rhode Island
-$115K -1,500 Closed
CA
352
Cornerstone Advisory
Maryland
-$60K -780 Closed
TC
353
TAP Consulting
Missouri
-$56K -723 Closed
FFG
354
Ford Financial Group
California
-$43 -566 Closed
AIC
355
Ayalon Insurance Company
Israel
-$43K -555 Closed
WWMSC
356
Wagner Wealth Management (South Carolina)
South Carolina
-$27K -357 Closed
BWM
357
BerganKDV Wealth Management
Minnesota
-$23K -300 Closed
CA
358
CoreCap Advisors
Michigan
-$23K -296 Closed
RG
359
Retirement Group
California
-$19K -250 Closed
GAM
360
Gemmer Asset Management
California
-$10K -130 Closed
EI
361
Ellevest Inc
New York
-$10K -127 Closed
AWA
362
Amplius Wealth Advisors
Pennsylvania
-$8K -111 Closed
AIP
363
Ahrens Investment Partners
Louisiana
-$8K -100 Closed
FWM
364
Focused Wealth Management
New York
-$8K -100 Closed
DWMG
365
DB Wealth Management Group
California
-$6K -84 Closed
SFPG
366
Stonebridge Financial Planning Group
Florida
-$5K -75 Closed
CI
367
Carroll Investors
South Carolina
-$3K -40 Closed
CB
368
CNB Bank
Pennsylvania
-$2K -25 Closed
BFO
369
Biltmore Family Office
North Carolina
-$1K -15 Closed
FHA
370
First Horizon Advisors
Tennessee
-$1K -13 Closed
C
371
Covestor
United Kingdom
-$1K -10 Closed
COCM
372
Charter Oak Capital Management
New Hampshire
-$1K -8 Closed
MA
373
Montag & Associates
Georgia
-$1K -7 Closed
GLLW
374
Graves Light Lenhart Wealth
Virginia
+$346 +5 New
PCA
375
Permit Capital Advisors
Pennsylvania
+$346 +5 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.