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Invesco Solar ETF
TAN

54 hedge funds and large institutions have $18.2M invested in Invesco Solar ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2.87% less ownership

Funds ownership: 13.67% → 10.8% (-2.9%)

4% less funds holding

Funds holding: 56 → 54 (-2)

40% less capital invested

Capital invested by funds: $30.1M → $18.2M (-$12M)

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

89% less call options, than puts

Call options by funds: $169K | Put options by funds: $1.51M

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
8
Reduced
21
Closed
12
Calls
$169K
Puts
$1.51M
Net Calls
-$1.34M
Net Calls Change
-$1.03M

Top Buyers

1
Jane Street
Jane Street
New York
+$1.18M
2
NG
NatWest Group
United Kingdom
+$1.18M
3
MWM
Merriman Wealth Management
Washington
+$953K
4
Wolverine Trading
Wolverine Trading
Illinois
+$210K
5
CCM
Cribstone Capital Management
Maine
+$59.5K

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.56M
2
Wells Fargo
Wells Fargo
California
-$1.59M
3
BCI
Brinker Capital Investments
Pennsylvania
-$995K
4
SC
Scotia Capital
Ontario, Canada
-$714K
5
PCTC
Perkins Coie Trust Company
Washington
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$1K +$983 +53 New
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
– -$4.56M -224,718 Closed
BCI
53
Brinker Capital Investments
Pennsylvania
– -$995K -49,000 Closed
SC
54
Scotia Capital
Ontario, Canada
– -$714K -35,162 Closed
PFM
55
Premier Fund Managers
United Kingdom
– -$416K -20,503 Closed
OC
56
Oppenheimer & Co
New York
– -$282K -13,892 Closed
WF
57
Welch & Forbes
Massachusetts
– -$205K -10,100 Closed
Mariner
58
Mariner
Kansas
– -$54K -2,675 Closed
JP Morgan Chase
59
JP Morgan Chase
New York
– -$26.2K -1,413 -99%
FWM
60
Focused Wealth Management
New York
– -$8K -380 Closed
PG
61
Patten Group
Tennessee
– -$6.04K -300 Closed
MWP
62
MYCIO Wealth Partners
Pennsylvania
– -$2K -111 Closed
FANJ
63
Financial Architects (New Jersey)
New Jersey
– -$2K -100 Closed
FNBT
64
FineMark National Bank & Trust
Florida
– -$1K -50 Closed
SPIA
65
Steward Partners Investment Advisory
New York
– +$575 +31 New
1 2
3

TAN Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2016, worth a combined $18.2M — down 40% from $30.1M a quarter earlier.

Fund positioning in TAN was balanced in Q4 2016: 12 funds opened new positions, 12 closed out, 8 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $1.18M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $4.56M sold.

  • 54 institutional investors held Invesco Solar ETF (TAN) as of Q4 2016, down from 56 in Q3 2016.
  • Funds reported $18.2M of Invesco Solar ETF stock for Q4 2016, down 40% quarter-over-quarter.
  • 12 funds opened new Invesco Solar ETF positions in Q4 2016 and 12 closed out, a net change of 0 holders.
  • The largest Invesco Solar ETF buyer in Q4 2016 was Jane Street, an estimated $1.18M added.
  • The largest Invesco Solar ETF seller in Q4 2016 was Mirae Asset Global Investments, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2016.