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Invesco Solar ETF
TAN

89 hedge funds and large institutions have $76.7M invested in Invesco Solar ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

62% more capital invested

Capital invested by funds: $47.3M → $76.7M (+$29.4M)

11% more funds holding

Funds holding: 80 → 89 (+9)

6.37% more ownership

Funds ownership: 19.42% → 25.79% (+6.4%)

49% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2.29M

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
27
Reduced
9
Closed
10
Calls
$1.17M
Puts
$2.29M
Net Calls
-$1.12M
Net Calls Change
+$914K

Top Buyers

Rank Fund Capital Flow
1
ACM
Arlington Capital Management
Illinois
+$8.96M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.97M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$3M
4
William Blair & Company
William Blair & Company
Illinois
+$1.38M
5
Morgan Stanley
Morgan Stanley
New York
+$754K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.1M
3
Simplex Trading
Simplex Trading
Illinois
-$646K
4
EB
Eastern Bank
Massachusetts
-$567K
5
SAM
Shamrock Asset Management
Texas
-$440K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$506K +$166K +7,310 +50%
GSWM
27
Golden State Wealth Management
California
$354K +$348K +15,295 New
WF
28
Welch & Forbes
Massachusetts
$346K – – –
GWM
29
Greenwich Wealth Management
Connecticut
$281K -$20.5K -900 -7%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$265K +$37.8K +1,661 +17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$251K -$11.7K -516 -5%
Ameriprise
32
Ameriprise
Minnesota
$248K +$243K +10,696 New
NA
33
NewEdge Advisors
Louisiana
$238K +$233K +10,267 New
CAN
34
Cetera Advisor Networks
California
$237K +$232K +10,197 New
VCM
35
Vigilant Capital Management
Maine
$235K +$2.96K +130 +1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$231K +$227K +9,986 New
KPW
37
Kore Private Wealth
New York
$224K – – –
QIM
38
Quantitative Investment Management
Virginia
$224K +$221K +9,714 New
Citadel Advisors
39
Citadel Advisors
Florida
$217K -$2.1M -92,315 -91%
AIM
40
Anchor Investment Management
South Carolina
$132K +$14.2K +625 +12%
CI
41
CX Institutional
Indiana
$126K +$69K +3,034 +126%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$125K – – –
Deutsche Bank
43
Deutsche Bank
Germany
$124K +$122K +5,367 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$121K – – –
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$111K – – –
APA
46
American Portfolios Advisors
New York
$108K +$33.4K +1,470 +46%
RIA
47
Realta Investment Advisors
Delaware
$100K +$98.5K +4,330 New
AG
48
Advisor Group
Arizona
$99K +$72.6K +3,192 +281%
US Bancorp
49
US Bancorp
Minnesota
$94K – – –
TCOV
50
Trust Company of Vermont
Vermont
$63K +$7.5K +330 +14%
1
2
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TAN Hedge Fund Activity: Q1 2019 in Review

89 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2019, worth a combined $76.7M — up 62% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TAN positions and 10 closed out — a net gain of 10 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $8.96M. The largest seller was Jane Street, cutting an estimated $3.02M.

  • 89 institutional investors held Invesco Solar ETF (TAN) as of Q1 2019, up from 80 in Q4 2018.
  • Funds reported $76.7M of Invesco Solar ETF stock for Q1 2019, up 62% quarter-over-quarter.
  • 20 funds opened new Invesco Solar ETF positions in Q1 2019 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Solar ETF buyer in Q1 2019 was Arlington Capital Management, an estimated $8.96M added.
  • The largest Invesco Solar ETF seller in Q1 2019 was Jane Street, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2019.