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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
FA
76
Fagan Associates
New York
$1.36M -$15.9K -230 -1%
CG
77
Colony Group
Massachusetts
$1.31M -$26.1K -378 -2%
AI
78
Atom Investors
Texas
$1.31M
CA
79
Claro Advisors
Massachusetts
$1.23M
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$1.2M -$836K -12,103 -43%
GSWM
81
Golden State Wealth Management
California
$1.15M
CI
82
CX Institutional
Indiana
$1.14M +$536K +7,760 +106%
PWP
83
Personal Wealth Partners
Minnesota
$1.13M
AWE
84
Avidian Wealth Enterprises
Texas
$1.13M +$1.04M +15,000 New
OC
85
Oppenheimer & Co
New York
$1.11M +$42.9K +620 +4%
WF
86
Welch & Forbes
Massachusetts
$1.07M
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.07M -$152K -2,204 -13%
AWS
88
Atria Wealth Solutions
New York
$1.07M +$979K +14,159 New
Wolverine Trading
89
Wolverine Trading
Illinois
$1.04M -$1.61M -23,323 -63%
Mariner
90
Mariner
Kansas
$980K -$20.4K -295 -2%
Renaissance Technologies
91
Renaissance Technologies
New York
$958K +$878K +12,700 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$929K -$1.7M -24,658 -67%
WWM
93
Western Wealth Management
Colorado
$921K +$527K +7,622 +167%
IWC
94
Integrated Wealth Concepts
Massachusetts
$919K +$10.2K +148 +1%
VAM
95
Verity Asset Management
North Carolina
$913K +$17.3K +251 +2%
SWM
96
SeaCrest Wealth Management
New York
$880K +$48K +694 +6%
PWM
97
Purus Wealth Management
California
$862K -$40.8K -591 -5%
PWAC
98
Private Wealth Advisors (California)
California
$857K +$111K +1,606 +16%
WS
99
Wedbush Securities
California
$841K -$231K -3,339 -23%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$828K +$584K +8,447 +397%

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.