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Invesco Solar ETF

241 hedge funds and large institutions have $494M invested in Invesco Solar ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 89 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $150M | Put options by funds: $124M

5.91% less ownership

Funds ownership: 44.24%38.32% (-5.9%)

16% less funds holding

Funds holding: 286241 (-45)

35% less capital invested

Capital invested by funds: $765M → $494M (-$271M)

45% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 89

53% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 75

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
241
Holders Change
-45
Holders Change %
-15.73%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
49
Reduced
89
Closed
75
Calls
$150M
Puts
$124M
Net Calls
+$26.3M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$24K -$22.8K -512 -49%
Franklin Resources
177
Franklin Resources
California
$22.7K
WTC
178
WhitTier Trust Company
Nevada
$20K
CWP
179
Concord Wealth Partners
Virginia
$18.6K +$7.67K +172 +72%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$17.5K -$101K -2,265 -85%
RBC
181
Roble Belko & Company
Pennsylvania
$17K -$669 -15 -4%
AWM
182
Activest Wealth Management
Florida
$16.5K
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$15.9K
BWP
184
Baldwin Wealth Partners
Massachusetts
$15.3K
BCWM
185
Bartlett & Co Wealth Management
Ohio
$14.7K
CT
186
Colonial Trust
South Carolina
$13.6K
CWAF
187
Core Wealth Advisors (Florida)
Florida
$13.5K
CA
188
CoreCap Advisors
Michigan
$13.4K +$13.2K +296 New
BFEC
189
Benjamin F. Edwards & Company
Missouri
$13K
CHC
190
City Holding Co
West Virginia
$12.2K -$4.68K -105 -28%
ADL
191
Asset Dedication LLC
California
$11K
WBC
192
West Branch Capital
Massachusetts
$10.8K
FPFS
193
First Personal Financial Services
North Carolina
$10.4K
PCFFS
194
Pacific Center for Financial Services
California
$9.95K
PP
195
Pacifica Partners
Canada
$9.77K -$4.46K -100 -31%
SWA
196
SOA Wealth Advisors
New York
$9.48K
IRC
197
Investors Research Corp
Georgia
$9.07K
TIM
198
Thompson Investment Management
Wisconsin
$9.07K
CIR
199
Clear Investment Research
Georgia
$8.94K
S
200
SignatureFD
Georgia
$8.26K

TAN Hedge Fund Activity: Q1 2024 in Review

241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2024, worth a combined $494M — down 35% from $765M a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of TAN and 35 opened new positions — a net loss of 40 holders — while 89 trimmed existing stakes and 49 added.

The largest buyer was Electron Capital Partners, opening a new position worth an estimated $21.8M. The largest seller was Clal Insurance, cutting an estimated $90.1M.

  • 241 institutional investors held Invesco Solar ETF (TAN) as of Q1 2024, down from 286 in Q4 2023.
  • Funds reported $494M of Invesco Solar ETF stock for Q1 2024, down 35% quarter-over-quarter.
  • 35 funds opened new Invesco Solar ETF positions in Q1 2024 and 75 closed out, a net change of -40 holders.
  • The largest Invesco Solar ETF buyer in Q1 2024 was Electron Capital Partners, an estimated $21.8M added.
  • The largest Invesco Solar ETF seller in Q1 2024 was Clal Insurance, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2024.