Invesco Solar ETF
106 hedge funds and large institutions have $96.5M invested in Invesco Solar ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 21 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2.19% less ownership
Funds ownership: 24.79% → 22.6% (-2.2%)
3% less funds holding
Funds holding: 109 → 106 (-3)
11% less capital invested
Capital invested by funds: $109M → $96.5M (-$12.5M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
61% less call options, than puts
Call options by funds: $2.19M | Put options by funds: $5.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
+$2.57M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$2.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.4M |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$5.57M |
| 2 |
Jane Street
New York
|
-$3.95M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$3.55M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.35M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.95M |
TAN Hedge Fund Activity: Q4 2019 in Review
106 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2019, worth a combined $96.5M — down 11% from $109M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of TAN and 19 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 32 added.
The largest buyer was Windsor Creek Advisors, adding an estimated $2.57M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $5.57M sold.
- 106 institutional investors held Invesco Solar ETF (TAN) as of Q4 2019, down from 109 in Q3 2019.
- Funds reported $96.5M of Invesco Solar ETF stock for Q4 2019, down 11% quarter-over-quarter.
- 19 funds opened new Invesco Solar ETF positions in Q4 2019 and 21 closed out, a net change of -2 holders.
- The largest Invesco Solar ETF buyer in Q4 2019 was Windsor Creek Advisors, an estimated $2.57M added.
- The largest Invesco Solar ETF seller in Q4 2019 was Niemann Capital Management, an estimated $5.57M sold.
Based on aggregated 13F filings for Q4 2019.