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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
Osaic Holdings
26
Osaic Holdings
Arizona
$7.01M -$3.09M -44,746 -31%
CIM
27
Corbyn Investment Management
Maryland
$5.92M -$77.8K -1,126 -1%
KHLMTHM
28
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.72M -$2.29M -33,139 -30%
JP Morgan Chase
29
JP Morgan Chase
New York
$5.71M +$2.56M +37,111 +96%
CWM
30
Cabot Wealth Management
Massachusetts
$5.66M -$20.9K -303 -0.4%
Ameriprise
31
Ameriprise
Minnesota
$5.45M +$442K +6,389 +10%
OMC
32
Old Mission Capital
Illinois
$5.38M +$4.93M +71,324 New
CCMG
33
Clark Capital Management Group
Pennsylvania
$5.36M +$4.91M +70,989 New
PP
34
Prudential plc
United Kingdom
$5.05M +$3.15M +45,600 +214%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$4.79M -$3.15M -45,620 -42%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$4.67M +$4.28M +61,877 New
William Blair & Company
37
William Blair & Company
Illinois
$4.66M -$8.06M -116,613 -65%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$4.56M +$18.5K +267 +0.4%
SG Americas Securities
39
SG Americas Securities
New York
$4.47M -$163K -2,361 -4%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.35M +$651K +9,419 +20%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$4.24M +$1.02M +14,733 +36%
CS
42
Credit Suisse
Switzerland
$4.19M +$2.4M +34,751 +167%
SM
43
SG3 Management
Puerto Rico
$3.77M +$3.11M +45,000 +900%
OAM
44
Oppenheimer Asset Management
New York
$3.7M +$58.1K +841 +2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$357K +5,171 +12%
Simplex Trading
46
Simplex Trading
Illinois
$3.33M +$1.86M +26,885 +156%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3.26M +$770K +11,137 +35%
RJA
48
Raymond James & Associates
Florida
$3.06M -$624K -9,035 -18%
MA
49
Mutual Advisors
Nebraska
$3.05M +$115K +1,661 +4%
Stifel Financial
50
Stifel Financial
Missouri
$3.03M +$477K +6,897 +21%

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.