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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
ASN
76
Advisory Services Network
Georgia
$37K +$27.5K +842 +135%
CG
77
Cutler Group
California
$37K +$48.7K +1,493 New
CCM
78
Cribstone Capital Management
Maine
$36K – – –
JPLA
79
Joseph P. Lucia & Associates
New York
$35K +$45.7K +1,400 New
CCM
80
Covington Capital Management
California
$34K – – –
RE
81
RBC Europe
United Kingdom
$31.9K – – –
PG
82
Proffitt & Goodson
Tennessee
$27K – – –
PCG
83
Private Capital Group
Connecticut
$26K – – –
AIC
84
Ameritas Investment Company
Nebraska
$26K +$34.5K +1,059 New
SBL
85
Sargent Bickham Lagudis
Colorado
$24K -$7.18K -220 -19%
BWM
86
Baystate Wealth Management
Massachusetts
$22K – – –
IFAM
87
Institutional & Family Asset Management
Colorado
$22K – – –
HPC
88
HM Payson & Co
Maine
$20K – – –
EDRH
89
Edmond de Rothschild Holding
Switzerland
$19K +$25.1K +770 New
OIA
90
Optimum Investment Advisors
Illinois
$18K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$18K +$22.8K +700 +2,258%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$17K – – –
GEA
93
Glen Eagle Advisors
New Jersey
$16.4K -$3.26K -100 -13%
GWM
94
Geneos Wealth Management
Colorado
$16K +$6.62K +203 +43%
NEIRG
95
New England Investment & Retirement Group
Massachusetts
$16K +$21K +645 New
SWM
96
Sugarloaf Wealth Management
Georgia
$15K +$1.96K +60 New
TFS
97
TrustCore Financial Services
Tennessee
$14K – – –
PA
98
Parallel Advisors
California
$13K – – –
AAP
99
Arax Advisory Partners
Colorado
$13K +$16.3K +500 New
PP
100
Pacifica Partners
Canada
$12K +$4.57K +140 +42%
2 3
4
5 6

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.