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Invesco Solar ETF

294 hedge funds and large institutions have $948M invested in Invesco Solar ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 109 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $107M | Put options by funds: $51.7M

5.49% more ownership

Funds ownership: 40.33%45.82% (+5.5%)

1% less capital invested

Capital invested by funds: $957M → $948M (-$9.35M)

8% less funds holding

Funds holding: 318294 (-24)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 109

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
294
Holders Change
-24
Holders Change %
-7.55%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
63
Reduced
109
Closed
48
Calls
$107M
Puts
$51.7M
Net Calls
+$55M
Net Calls Change
+$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
151
Montis Financial
Massachusetts
$263K
VCM
152
Vigilant Capital Management
Maine
$262K
ASFA
153
All Season Financial Advisors
Colorado
$257K -$202K -2,796 -44%
EPA
154
Element Pointe Advisors
Florida
$256K
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$255K +$258K +3,571 New
Wealthfront Advisers
156
Wealthfront Advisers
California
$255K +$38.2K +529 +17%
CWM
157
Cornerstone Wealth Management
Missouri
$250K -$108K -1,491 -30%
CA
158
Continuum Advisory
Idaho
$241K
WANY
159
Wealthspire Advisors (New York)
New York
$241K
PTC
160
Private Trust Company
Ohio
$232K -$1.08K -15 -0.5%
CAM
161
Cresset Asset Management
Illinois
$231K +$234K +3,238 New
Creative Planning
162
Creative Planning
Kansas
$229K -$135K -1,867 -37%
SWM
163
SeaCrest Wealth Management
New York
$229K -$28.5K -395 -11%
ASN
164
Advisory Services Network
Georgia
$226K -$13.8K -191 -6%
UAS
165
United Asset Strategies
New York
$224K -$3.54K -49 -2%
GS
166
GTS Securities
New York
$224K +$226K +3,133 New
Empower Advisory Group
167
Empower Advisory Group
Colorado
$219K -$3.61K -50 -2%
PA
168
Parallel Advisors
California
$217K -$20.9K -290 -9%
TDC
169
Thompson Davis & Co
Virginia
$215K +$217K +3,010 New
CWP
170
Cyndeo Wealth Partners
Florida
$214K
CW
171
Cook Wealth
North Carolina
$210K -$39.5K -547 -15%
WIM
172
Westside Investment Management
California
$209K
CB
173
Commerce Bank
Missouri
$206K
EP
174
EPIQ Partners
Minnesota
$205K +$14.4K +200 +7%
LA
175
LexAurum Advisors
Kansas
$202K +$2.16K +30 +1%

TAN Hedge Fund Activity: Q2 2023 in Review

294 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2023, worth a combined $948M — down 0.98% from $957M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TAN and 27 opened new positions — a net loss of 21 holders — while 109 trimmed existing stakes and 63 added.

The largest buyer was Jane Street, adding an estimated $102M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $11.5M sold.

  • 294 institutional investors held Invesco Solar ETF (TAN) as of Q2 2023, down from 318 in Q1 2023.
  • Funds reported $948M of Invesco Solar ETF stock for Q2 2023, down 0.98% quarter-over-quarter.
  • 27 funds opened new Invesco Solar ETF positions in Q2 2023 and 48 closed out, a net change of -21 holders.
  • The largest Invesco Solar ETF buyer in Q2 2023 was Jane Street, an estimated $102M added.
  • The largest Invesco Solar ETF seller in Q2 2023 was Paragon Wealth Strategies, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2023.