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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
AWM
126
Avior Wealth Management
Nebraska
$43.4K
UB
127
UMB Bank
Missouri
$43.1K
NA
128
NewEdge Advisors
Louisiana
$40.1K -$3.68K -90 -9%
FCA
129
FinTrust Capital Advisors
South Carolina
$40K
TWC
130
TD Waterhouse Canada
Ontario, Canada
$37.3K
JFA
131
JNBA Financial Advisors
Minnesota
$36.9K +$2.99K +73 +9%
AF
132
Allworth Financial
California
$35.4K -$20.3K -496 -38%
HPC
133
HM Payson & Co
Maine
$34.5K
GRP
134
Global Retirement Partners
California
$32.4K +$2.01K +49 +7%
JIP
135
Jaffetilchin Investment Partners
Florida
$31.8K +$30.2K +738 New
LFASL
136
Lugano Financial Advisors SA (LFA)
Switzerland
$30.2K
GWM
137
Geneos Wealth Management
Colorado
$29.7K
FFL
138
Financial Freedom LLC
Ohio
$28.2K
CA
139
Clearstead Advisors
Ohio
$26.4K
SS
140
Sunbelt Securities
Texas
$25.9K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$25.3K +$12.3K +300 +105%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$25.2K
WIM
143
Westside Investment Management
California
$24.9K
PCMC
144
Planning Capital Management Corporation
Pennsylvania
$23.9K
PTC
145
Private Trust Company
Ohio
$23.6K -$8.39K -205 -27%
PA
146
Parallel Advisors
California
$22.8K
CAL
147
Capital Analysts LLC
Pennsylvania
$22K -$128K -3,116 -86%
NP
148
NorthRock Partners
Minnesota
$20.8K -$737 -18 -4%
Franklin Resources
149
Franklin Resources
California
$19.4K
WTC
150
WhitTier Trust Company
Nevada
$19K

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.