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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
Deutsche Bank
126
Deutsche Bank
Germany
$586K
NL
127
NWAM LLC
Washington
$583K -$1.65M -23,892 -76%
MFG
128
Magnus Financial Group
New York
$582K +$533K +7,713 New
GWM
129
Greenhouse Wealth Management
Connecticut
$566K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$558K -$75.9K -1,098 -13%
GFPC
131
Global Financial Private Client
Florida
$534K -$104K -1,510 -18%
MWM
132
Merriman Wealth Management
Washington
$529K +$485K +7,014 New
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$522K -$34.6K -500 -7%
IBOK
134
Independence Bank of Kentucky
Kentucky
$521K
BF
135
BOK Financial
Oklahoma
$521K +$477K +6,900 New
TFF
136
The Family Firm
Maryland
$513K +$132K +1,913 +39%
SCA
137
Snowden Capital Advisors
New York
$508K +$99.5K +1,440 +27%
FIA
138
Foundations Investment Advisors
Arizona
$503K -$14.6K -211 -3%
FNWM
139
Financial Network Wealth Management
Utah
$485K -$7.19K -104 -2%
GIA
140
Gladstone Institutional Advisory
Florida
$484K -$68.3K -988 -13%
CA
141
Cetera Advisors
Colorado
$472K -$774K -11,201 -64%
CAIMH
142
Central Asset Investments & Management Holdings
Hong Kong
$469K -$180K -2,600 -29%
US Bancorp
143
US Bancorp
Minnesota
$430K -$13.8K -200 -3%
VVP
144
Venture Visionary Partners
Ohio
$430K +$395K +5,711 New
Creative Planning
145
Creative Planning
Kansas
$409K -$47.2K -683 -11%
IFG
146
Independent Financial Group
California
$406K -$206K -2,985 -36%
ASN
147
Advisory Services Network
Georgia
$405K -$761K -11,017 -67%
DACS
148
Dymon Asia Capital (Singapore)
Singapore
$381K +$349K +5,046 New
APA
149
American Portfolios Advisors
New York
$380K +$57.2K +828 +20%
BAM
150
Barrett Asset Management
New York
$377K

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.