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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
WT
101
Washington Trust
Rhode Island
$10K +$12.6K +385 New
RBC
102
Roble Belko & Company
Pennsylvania
$9K – – –
NFG
103
Next Financial Group
Texas
$8K – – –
AA
104
Advisory Alpha
Michigan
$7.44K +$8.38K +257 New
BFEC
105
Benjamin F. Edwards & Company
Missouri
$7K – – –
AP
106
Advisors Preferred
Maryland
$5K -$44.4K -1,362 -86%
FPFS
107
First Personal Financial Services
North Carolina
$5K – – –
FBT
108
First Bank & Trust
South Dakota
$5K +$6.52K +200 New
HNB
109
Huntington National Bank
Ohio
$4K – – –
RAM
110
Riggs Asset Management
Pennsylvania
$4K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$4K +$4.7K +144 New
CA
112
Clearstead Advisors
Ohio
$4K +$4.89K +150 New
CHC
113
City Holding Co
West Virginia
$3K – – –
GRP
114
Global Retirement Partners
California
$3K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$3K – – –
Citigroup
116
Citigroup
New York
$2K – – –
JWM
117
Janiczek Wealth Management
Colorado
$1K – – –
VCP
118
Verus Capital Partners
Arizona
$1K – – –
HS
119
Horan Securities
United States
$1K +$1.63K +50 New
NL
120
NWAM LLC
Washington
$571 -$46.9K -1,439 -6%
WIM
121
Westside Investment Management
California
$258 +$334K +10,227 New
ACM
122
Arlington Capital Management
Illinois
– -$17.9M -580,382 Closed
MWM
123
Merriman Wealth Management
Washington
– -$2M -65,000 Closed
FCC
124
Florin Court Capital
United Kingdom
– -$1.72M -55,972 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$1.58M -48,374 Closed
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.