Invesco Solar ETF
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.
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
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.5M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$638K |
Top Sellers
| 1 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
-$1.05M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$852K |
| 3 |
LPL Financial
San Diego,
California
|
-$551K |
| 4 |
Jane Street
New York
|
-$462K |
| 5 |
SG Americas Securities
New York
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KF
51
Krilogy Financial
St. Louis,
Missouri
| $2K | – | – | – |
|
|
AIM
52
Anchor Investment Management
Columbia,
South Carolina
| $1.73K | -$7.13K | -400 | -80% |
|
|
AAP
53
Arax Advisory Partners
Denver,
Colorado
| $1K | +$1.02K | +57 | +108% |
|
|
NG
54
NatWest Group
Edinburgh, Scotland,
United Kingdom
| – | -$1.05M | -63,400 | Closed |
|
|
MWM
55
Merriman Wealth Management
Seattle,
Washington
| – | -$852K | -51,400 | Closed |
|
|
56
LPL Financial
San Diego,
California
| – | -$551K | -32,481 | Closed |
|
|
57
SG Americas Securities
New York
| – | -$247K | -14,895 | Closed |
|
|
WT
58
Whittier Trust
South Pasadena,
California
| – | -$51K | -3,108 | Closed |
|
|
EDRH
59
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$49K | -2,960 | Closed |
|
|
JIC
60
Joel Isaacson & Co
New York
| – | -$3K | -200 | Closed |
|
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.