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Invesco Solar ETF

219 hedge funds and large institutions have $410M invested in Invesco Solar ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 75 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $249M | Put options by funds: $121M

18% more capital invested

Capital invested by funds: $348M → $410M (+$62M)

0.46% more ownership

Funds ownership: 36.07%36.54% (+0.46%)

6% less funds holding

Funds holding: 234219 (-15)

29% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 45

53% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 75

Holders
219
Holders Change
-15
Holders Change %
-6.41%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
35
Reduced
75
Closed
45
Calls
$249M
Puts
$121M
Net Calls
+$128M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
101
Journey Strategic Wealth
New Jersey
$216K +$205K +5,000 New
WA
102
Waverly Advisors
Alabama
$206K +$196K +4,782 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$186K +$1.15K +28 +0.7%
AIM
104
Anchor Investment Management
South Carolina
$169K +$5.12K +125 +3%
JFGIW
105
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K +$77.3K +1,889 +102%
IA
106
IFP Advisors
Florida
$148K -$16K -392 -10%
HI
107
Harbour Investments
Wisconsin
$135K -$1.68K -41 -1%
CA
108
Continuum Advisory
Idaho
$120K
SWM
109
Spire Wealth Management
Virginia
$118K -$26.8K -655 -19%
Deutsche Bank
110
Deutsche Bank
Germany
$103K
KC
111
Kepos Capital
New York
$101K +$2.87K +70 +3%
AFG
112
Albion Financial Group
Utah
$100K
CFGS
113
Concourse Financial Group Securities
Alabama
$88.9K +$10.4K +254 +14%
AF
114
Advisornet Financial
Minnesota
$83.8K
MM
115
Main Management
California
$78K
PFBT
116
Parkside Financial Bank & Trust
Missouri
$63.7K
WP
117
WealthShield Partners
North Carolina
$62.8K -$1.55K -38 -3%
Comerica Bank
118
Comerica Bank
Texas
$58.2K -$287 -7 -0.5%
PMAM
119
Picton Mahoney Asset Management
Ontario, Canada
$56K
SPIA
120
Steward Partners Investment Advisory
New York
$54.8K +$860 +21 +2%
LFG
121
Larson Financial Group
Missouri
$54.1K -$69.2K -1,691 -57%
HIIFS
122
Harel Insurance Investments & Financial Services
Israel
$53K -$180K -4,400 -78%
FAM
123
Flaharty Asset Management
Florida
$50.6K +$48K +1,173 New
NS
124
NBC Securities
Alabama
$50K
PG
125
Proffitt & Goodson
Tennessee
$48.8K

TAN Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q3 2024, worth a combined $410M — up 18% from $348M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TAN and 32 opened new positions — a net loss of 13 holders — while 75 trimmed existing stakes and 35 added.

The largest buyer was Clal Insurance, adding an estimated $71.6M. The largest seller was Jane Street, cutting an estimated $24M.

  • 219 institutional investors held Invesco Solar ETF (TAN) as of Q3 2024, down from 234 in Q2 2024.
  • Funds reported $410M of Invesco Solar ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 32 funds opened new Invesco Solar ETF positions in Q3 2024 and 45 closed out, a net change of -13 holders.
  • The largest Invesco Solar ETF buyer in Q3 2024 was Clal Insurance, an estimated $71.6M added.
  • The largest Invesco Solar ETF seller in Q3 2024 was Jane Street, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2024.