We are live on ! Find out more
TAN icon

Invesco Solar ETF

183 hedge funds and large institutions have $207M invested in Invesco Solar ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $168M → $207M (+$38.8M)

3% more funds holding

Funds holding: 178183 (+5)

0.78% less ownership

Funds ownership: 27.81%27.02% (-0.78%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

59% less call options, than puts

Call options by funds: $39.7M | Put options by funds: $97.3M

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
40
Reduced
41
Closed
24
Calls
$39.7M
Puts
$97.3M
Net Calls
-$57.6M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$491K +$450K +11,259 New
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$474K -$63.3K -1,583 -13%
PWM
53
Perigon Wealth Management
California
$428K -$63.9K -1,600 -14%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$404K -$30.5K -764 -8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$353K +$12.1K +303 +4%
SB
56
SIG Brokerage
New York
$349K
WF
57
Welch & Forbes
Massachusetts
$340K -$32K -800 -9%
RAM
58
Riggs Asset Management
Pennsylvania
$332K +$304K +7,601 New
PAG
59
Private Advisor Group
New Jersey
$331K +$303K +7,584 New
Mariner
60
Mariner
Kansas
$326K -$15.3K -382 -5%
MA
61
Mutual Advisors
Nebraska
$319K -$5.47K -137 -2%
Wealthfront Advisers
62
Wealthfront Advisers
California
$301K -$50K -1,252 -15%
KG
63
Kilter Group
New York
$279K
SAM
64
Sycomore Asset Management
France
$273K
OC
65
Oppenheimer & Co
New York
$272K +$249K +6,230 New
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$270K -$6.75K -169 -3%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$265K -$7.19K -180 -3%
HIMS
68
Hager Investment Management Services
New Hampshire
$257K -$240 -6 -0.1%
WA
69
Waverly Advisors
Alabama
$255K +$233K +5,842 New
CIC
70
Carnegie Investment Counsel
Ohio
$251K +$230K +5,755 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$249K +$92.1K +2,304 +68%
MC
72
Moors & Cabot
Massachusetts
$248K +$227K +5,675 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$242K -$11.8K -296 -5%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$226K +$207K +5,182 New
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$225K +$206K +5,164 New

TAN Hedge Fund Activity: Q3 2025 in Review

183 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q3 2025, worth a combined $207M — up 23% from $168M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TAN positions and 24 closed out — a net gain of 9 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Citigroup, adding an estimated $31.1M. The largest seller was Jane Street, exiting entirely with an estimated $22.8M sold.

  • 183 institutional investors held Invesco Solar ETF (TAN) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $207M of Invesco Solar ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 33 funds opened new Invesco Solar ETF positions in Q3 2025 and 24 closed out, a net change of +9 holders.
  • The largest Invesco Solar ETF buyer in Q3 2025 was Citigroup, an estimated $31.1M added.
  • The largest Invesco Solar ETF seller in Q3 2025 was Jane Street, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2025.