We are live on ! Find out more
TAN icon

Invesco Solar ETF

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: 8089 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cribstone Capital Management
Maine
$59K +$23 +1 +0%
CFGS
52
Concourse Financial Group Securities
Alabama
$53K +$16.9K +744 +48%
CFA
53
Carroll Financial Associates
North Carolina
$49K
WTC
54
WhitTier Trust Company
Nevada
$38K
WB
55
Webster Bank
Connecticut
$35K
CAL
56
Capital Analysts LLC
Pennsylvania
$34K +$34.1K +1,500 New
SBL
57
Sargent Bickham Lagudis
Colorado
$33K
RCAG
58
Rehmann Capital Advisory Group
Michigan
$31.5K +$30.9K +1,359 New
CCM
59
Covington Capital Management
California
$31K
RE
60
RBC Europe
United Kingdom
$30.7K
NFG
61
Next Financial Group
Texas
$26K -$4.62K -203 -15%
NFH
62
NEXT Financial Holdings
Texas
$26K +$25.7K +1,130 New
Citigroup
63
Citigroup
New York
$25K +$22.7K +1,000 +1,111%
PCG
64
Private Capital Group
Connecticut
$24K
GEA
65
Glen Eagle Advisors
New Jersey
$22K
IFAM
66
Institutional & Family Asset Management
Colorado
$20K
PG
67
Proffitt & Goodson
Tennessee
$17K
CWA
68
Clarus Wealth Advisors
Arizona
$15K
Simplex Trading
69
Simplex Trading
Illinois
$14K -$646K -28,405 -98%
CA
70
Cetera Advisors
Colorado
$14K +$14.1K +620 New
AOWM
71
Alpha Omega Wealth Management
Virginia
$11K
WCM
72
WealthBridge Capital Management
Ohio
$10K +$4.55K +200 +100%
AIM
73
Advantage Investment Management
Iowa
$9K
RBC
74
Roble Belko & Company
Pennsylvania
$9K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$7K

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.