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Invesco Solar ETF
TAN

54 hedge funds and large institutions have $24.9M invested in Invesco Solar ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

37% more capital invested

Capital invested by funds: $18.2M → $24.9M (+$6.69M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.43% more ownership

Funds ownership: 10.8% → 12.23% (+1.4%)

0% more funds holding

Funds holding: 54 → 54 (0)

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $1.11M

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
9
Closed
8
Calls
$8K
Puts
$1.11M
Net Calls
-$1.1M
Net Calls Change
+$239K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.5M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.14M
3
Bank of America
Bank of America
North Carolina
+$1.15M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$1M
5
NL
NWAM LLC
Washington
+$638K

Top Sellers

1
NG
NatWest Group
United Kingdom
-$1.05M
2
MWM
Merriman Wealth Management
Washington
-$852K
3
LPL Financial
LPL Financial
California
-$551K
4
Jane Street
Jane Street
New York
-$462K
5
SG Americas Securities
SG Americas Securities
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$45K -$8.91K -500 -16%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$45K – – –
WTC
28
WhitTier Trust Company
Nevada
$40K – – –
WB
29
Webster Bank
Connecticut
$26K – – –
LYV
30
Live Your Vision
Pennsylvania
$23K +$17.6K +985 +281%
Parallax Volatility Advisers
31
Parallax Volatility Advisers
California
$23K +$23.3K +1,307 +130,700%
WIM
32
Westside Investment Management
California
$21.2K +$8.46K +475 +63%
Simplex Trading
33
Simplex Trading
Illinois
$19K -$20.8K -1,166 -51%
DADC
34
D.A. Davidson & Co
Montana
$19K -$891 -50 -4%
VCM
35
Vigilant Capital Management
Maine
$18K +$8.46K +475 +83%
IA
36
IFP Advisors
Florida
$17K – – –
NFG
37
Next Financial Group
Texas
$17K +$8.91K +500 +112%
MAS
38
Madden Advisory Services
Florida
$12K +$13.3K +745 New
SBL
39
Sargent Bickham Lagudis
Colorado
$10K -$11.7K -656 -54%
AG
40
Advisor Group
Arizona
$7K – – –
US Bancorp
41
US Bancorp
Minnesota
$7K – – –
AWM
42
AllSquare Wealth Management
New York
$6K – – –
PCTC
43
Perkins Coie Trust Company
Washington
$6K – – –
Citigroup
44
Citigroup
New York
$5K – – –
ECM
45
Exchange Capital Management
Michigan
$5K – – –
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
ASN
47
Advisory Services Network
Georgia
$5K +$4.97K +279 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4K – – –
GRP
49
Global Retirement Partners
California
$2K – – –
HR
50
Howe & Rusling
New York
$2K – – –
1
2
3

TAN Hedge Fund Activity: Q1 2017 in Review

54 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2017, worth a combined $24.9M — up 37% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TAN positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was NatWest Group, exiting entirely with an estimated $1.05M sold.

  • 54 institutional investors held Invesco Solar ETF (TAN) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $24.9M of Invesco Solar ETF stock for Q1 2017, up 37% quarter-over-quarter.
  • 9 funds opened new Invesco Solar ETF positions in Q1 2017 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Solar ETF buyer in Q1 2017 was Morgan Stanley, an estimated $2.5M added.
  • The largest Invesco Solar ETF seller in Q1 2017 was NatWest Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2017.