We are live on ! Find out more
TAN icon

Invesco Solar ETF

60 hedge funds and large institutions have $69.3M invested in Invesco Solar ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more capital invested

Capital invested by funds: $24.9M → $69.3M (+$44.5M)

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

12.09% more ownership

Funds ownership: 12.23%24.32% (+12%)

11% more funds holding

Funds holding: 5460 (+6)

51% less call options, than puts

Call options by funds: $334K | Put options by funds: $675K

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
9
Closed
9
Calls
$334K
Puts
$675K
Net Calls
-$341K
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$229K +$209K +11,495 New
NSIM
27
North Star Investment Management
Illinois
$139K
Creative Planning
28
Creative Planning
Kansas
$124K +$6.99K +385 +7%
AP
29
Advisors Preferred
Maryland
$110K +$100K +5,519 New
PA
30
Parallel Advisors
California
$87K -$4.63K -255 -6%
VCM
31
Vigilant Capital Management
Maine
$61K +$36.3K +2,000 +190%
CCM
32
Cribstone Capital Management
Maine
$51K -$1.53M -84,040 -97%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$51K
AIM
34
Anchor Investment Management
South Carolina
$50.2K +$44K +2,425 +2,425%
WTC
35
WhitTier Trust Company
Nevada
$47K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$38K -$12.5K -688 -27%
WIM
37
Westside Investment Management
California
$33.8K +$8.63K +475 +39%
Simplex Trading
38
Simplex Trading
Illinois
$33K +$9.59K +528 +47%
DADC
39
D.A. Davidson & Co
Montana
$32K +$9.08K +500 +45%
WB
40
Webster Bank
Connecticut
$30K
NFG
41
Next Financial Group
Texas
$24K +$4.54K +250 +26%
US Bancorp
42
US Bancorp
Minnesota
$23K +$14.5K +801 +211%
IA
43
IFP Advisors
Florida
$19K
SBL
44
Sargent Bickham Lagudis
Colorado
$13K +$2.09K +115 +21%
AG
45
Advisor Group
Arizona
$7K +$327 +18 +5%
LYV
46
Live Your Vision
Pennsylvania
$6K -$19.1K -1,050 -79%
ASN
47
Advisory Services Network
Georgia
$6K
Citigroup
48
Citigroup
New York
$6K
ECM
49
Exchange Capital Management
Michigan
$5K
JP Morgan Chase
50
JP Morgan Chase
New York
$5K +$4.54K +250 New

TAN Hedge Fund Activity: Q2 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2017, worth a combined $69.3M — up 179% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TAN positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $25M. The largest seller was Goldman Sachs, cutting an estimated $4.36M.

  • 60 institutional investors held Invesco Solar ETF (TAN) as of Q2 2017, up from 54 in Q1 2017.
  • Funds reported $69.3M of Invesco Solar ETF stock for Q2 2017, up 179% quarter-over-quarter.
  • 15 funds opened new Invesco Solar ETF positions in Q2 2017 and 9 closed out, a net change of +6 holders.
  • The largest Invesco Solar ETF buyer in Q2 2017 was Guggenheim Capital, an estimated $25M added.
  • The largest Invesco Solar ETF seller in Q2 2017 was Goldman Sachs, an estimated $4.36M sold.

Based on aggregated 13F filings for Q2 2017.