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Invesco Solar ETF
TAN

121 hedge funds and large institutions have $116M invested in Invesco Solar ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $96.5M → $116M (+$19.5M)

14% more funds holding

Funds holding: 106 → 121 (+15)

4.77% more ownership

Funds ownership: 22.6% → 27.37% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

81% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $20.6M

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
35
Reduced
21
Closed
16
Calls
$3.85M
Puts
$20.6M
Net Calls
-$16.8M
Net Calls Change
-$13.4M

Top Buyers

1
CI
Clal Insurance
Israel
+$51.4M
2
UBS Group
UBS Group
Switzerland
+$3.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.64M
4
CIM
Corbyn Investment Management
Maryland
+$2.44M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.69M

Top Sellers

1
ACM
Arlington Capital Management
Illinois
-$17.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.26M
3
MWM
Merriman Wealth Management
Washington
-$2M
4
LPL Financial
LPL Financial
California
-$1.75M
5
FCC
Florin Court Capital
United Kingdom
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$269K +$347K +10,647 New
TCOV
52
Trust Company of Vermont
Vermont
$261K +$247K +7,579 +274%
KPW
53
Kore Private Wealth
New York
$244K – – –
GDP
54
Great Diamond Partners
Maine
$239K +$310K +9,505 New
Wolverine Trading
55
Wolverine Trading
Illinois
$223K -$334K -10,231 -54%
I
56
INVST
Indiana
$223K +$305K +9,363 New
AAS
57
Avantax Advisory Services
Texas
$220K +$2.84K +87 +1%
SC
58
Scotia Capital
Ontario, Canada
$213K -$9.07K -278 -3%
VCM
59
Vigilant Capital Management
Maine
$211K -$16.8K -515 -6%
Deutsche Bank
60
Deutsche Bank
Germany
$196K – – –
IA
61
IFP Advisors
Florida
$175K -$3.26K -100 -2%
AIM
62
Anchor Investment Management
South Carolina
$172K +$7.34K +225 +3%
JP Morgan Chase
63
JP Morgan Chase
New York
$153K -$422K -12,938 -68%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$146K +$15.4K +471 +9%
CI
65
CAZ Investments
Texas
$144K +$186K +5,696 New
CAAS
66
Capital Asset Advisory Services
Michigan
$132K -$152K -4,665 -52%
CIAS
67
Capital Investment Advisory Services
North Carolina
$131K – – –
US Bancorp
68
US Bancorp
Minnesota
$117K +$18.8K +575 +14%
CFA
69
Carroll Financial Associates
North Carolina
$114K +$78.6K +2,408 +114%
FHA
70
Flagship Harbor Advisors
Massachusetts
$107K +$128K +3,926 +1,309%
GFPC
71
Global Financial Private Client
Florida
$104K +$142K +4,363 New
CAL
72
Capital Analysts LLC
Pennsylvania
$82K +$24.5K +752 +30%
AF
73
Advisornet Financial
Minnesota
$59K – – –
CFGS
74
Concourse Financial Group Securities
Alabama
$48K -$3.75K -115 -6%
WTC
75
WhitTier Trust Company
Nevada
$41K – – –
1 2
3
4 5

TAN Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2020, worth a combined $116M — up 20% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TAN positions and 16 closed out — a net gain of 17 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $51.4M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $17.9M sold.

  • 121 institutional investors held Invesco Solar ETF (TAN) as of Q1 2020, up from 106 in Q4 2019.
  • Funds reported $116M of Invesco Solar ETF stock for Q1 2020, up 20% quarter-over-quarter.
  • 33 funds opened new Invesco Solar ETF positions in Q1 2020 and 16 closed out, a net change of +17 holders.
  • The largest Invesco Solar ETF buyer in Q1 2020 was Clal Insurance, an estimated $51.4M added.
  • The largest Invesco Solar ETF seller in Q1 2020 was Arlington Capital Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2020.