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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
CM
101
Columbus Macro
Pennsylvania
$823K +$754K +10,904 New
MM
102
Main Management
California
$810K -$32K -463 -4%
SWM
103
Spire Wealth Management
Virginia
$756K -$82.2K -1,190 -11%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$754K +$136K +1,968 +25%
AAS
105
Ameritas Advisory Services
Nebraska
$753K +$74.2K +1,073 +12%
KPW
106
Kore Private Wealth
New York
$729K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$707K -$9.05K -131 -1%
VanEck Associates
108
VanEck Associates
New York
$706K +$361K +5,224 +126%
BAM
109
Belpointe Asset Management
Nevada
$701K -$55.1K -797 -8%
Marshall Wace
110
Marshall Wace
United Kingdom
$701K +$643K +9,299 New
EPA
111
Element Pointe Advisors
Florida
$666K -$1.76M -25,536 -74%
AWM
112
AE Wealth Management
Kansas
$661K +$96.1K +1,391 +19%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$661K +$606K +8,765 New
AWA
114
Arete Wealth Advisors
Illinois
$650K +$595K +8,610 New
CRWM
115
Castle Rock Wealth Management
California
$646K -$159K -2,306 -21%
MSAM
116
Moloney Securities Asset Management
Missouri
$642K -$167K -2,422 -22%
Barclays
117
Barclays
United Kingdom
$634K -$6.32M -91,511 -92%
EH
118
Equitable Holdings
New York
$629K -$1.8K -26 -0.3%
BCM
119
Barometer Capital Management
Ontario, Canada
$626K +$574K +8,300 New
SAS
120
Stelac Advisory Services
New York
$622K +$191K +2,770 +51%
BRWA
121
B. Riley Wealth Advisors
Florida
$609K -$38.6K -559 -6%
CHC
122
City Holding Co
West Virginia
$605K -$44.2K -640 -7%
I
123
INVST
Indiana
$589K -$14.8K -214 -2%
SPC
124
Sigma Planning Corp
Michigan
$587K -$75.1K -1,087 -12%
SC
125
Scotia Capital
Ontario, Canada
$587K -$46.7K -675 -8%

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.