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Invesco Solar ETF

319 hedge funds and large institutions have $878M invested in Invesco Solar ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.32% less ownership

Funds ownership: 33.17%32.85% (-0.32%)

3% less capital invested

Capital invested by funds: $905M → $878M (-$26.8M)

4% less funds holding

Funds holding: 331319 (-12)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

44% less call options, than puts

Call options by funds: $82.6M | Put options by funds: $147M

Holders
319
Holders Change
-12
Holders Change %
-3.63%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
86
Reduced
101
Closed
57
Calls
$82.6M
Puts
$147M
Net Calls
-$64M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Guild Investment Management
California
$2.97M -$691 -10 -0%
GWM
52
Greenwich Wealth Management
Connecticut
$2.94M -$3.46K -50 -0.1%
PF
53
Phoenix Financial
Israel
$2.85M +$1.53M +22,163 +142%
PIMG
54
Patriot Investment Management Group
Tennessee
$2.81M
TCOV
55
Trust Company of Vermont
Vermont
$2.52M -$458K -6,628 -17%
MPM
56
MBB Public Markets
Illinois
$2.39M +$1.15M +16,700 +111%
IC
57
IEQ Capital
California
$2.29M +$152K +2,200 +8%
CAN
58
Cetera Advisor Networks
California
$2.17M +$82.2K +1,189 +4%
LNB
59
Ledyard National Bank
$2.07M +$4.91K +71 +0.3%
FAM
60
Flaharty Asset Management
Florida
$2.02M -$1.51M -21,819 -45%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$1.96M +$782K +11,315 +77%
CI
62
Clal Insurance
Israel
$1.89M -$108M -1,559,654 -98%
NCG
63
Newport Capital Group
New Jersey
$1.79M +$91K +1,317 +6%
AAS
64
Avantax Advisory Services
Texas
$1.79M +$1.17M +16,882 +246%
Vontobel Holding
65
Vontobel Holding
Switzerland
$1.7M -$672K -9,721 -30%
BBVA
66
Banco Bilbao Vizcaya Argentaria
Spain
$1.6M +$1.07M +15,549 +282%
KAS
67
Kestra Advisory Services
Texas
$1.58M +$121K +1,756 +9%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.53M -$132K -1,904 -9%
BFS
69
Bard Financial Services
Connecticut
$1.5M +$86.4K +1,250 +7%
SAM
70
Sycomore Asset Management
France
$1.48M +$1.33M +19,190 New
MML Investors Services
71
MML Investors Services
Massachusetts
$1.47M +$404K +5,852 +43%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$1.46M +$132K +1,911 +11%
Truist Financial
73
Truist Financial
North Carolina
$1.45M +$349K +5,056 +36%
BONH
74
Bank of New Hampshire
New Hampshire
$1.4M -$680K -9,839 -35%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M +$50.2K +727 +4%

TAN Hedge Fund Activity: Q1 2022 in Review

319 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2022, worth a combined $878M — down 3% from $905M a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of TAN and 51 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 86 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $98.4M. The largest seller was Clal Insurance, cutting an estimated $108M.

  • 319 institutional investors held Invesco Solar ETF (TAN) as of Q1 2022, down from 331 in Q4 2021.
  • Funds reported $878M of Invesco Solar ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 51 funds opened new Invesco Solar ETF positions in Q1 2022 and 57 closed out, a net change of -6 holders.
  • The largest Invesco Solar ETF buyer in Q1 2022 was Bessemer Group, an estimated $98.4M added.
  • The largest Invesco Solar ETF seller in Q1 2022 was Clal Insurance, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2022.