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Invesco Solar ETF
TAN

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: 234 → 219 (-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

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$71.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.3M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$12.3M
4
Morgan Stanley
Morgan Stanley
New York
+$5.99M
5
CWM
Congress Wealth Management
Massachusetts
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.85M
3
Bank of America
Bank of America
North Carolina
-$8.73M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.24M
5
GG
Greenwood Gearhart
Arkansas
-$5.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
176
Concord Wealth Partners
Virginia
$5.65K -$3.27K -80 -38%
CPA
177
Clear Point Advisors
New York
$4.32K – – –
CB
178
Centennial Bank
Arkansas
$4.31K -$18.4K -450 -82%
GFPC
179
Global Financial Private Client
Florida
$4.31K – – –
HNB
180
Huntington National Bank
Ohio
$4.31K – – –
ATC
181
Adirondack Trust Company
New York
$4.09K – – –
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$3.41K +$3.23K +79 New
FHA
183
First Horizon Advisors
Tennessee
$3.36K -$4.22K -103 -57%
CPG
184
Cornerstone Planning Group
New Jersey
$3.08K – – –
CSC
185
Caldwell Sutter Capital
California
$3.02K – – –
FFA
186
Farther Finance Advisors
California
$2.67K – – –
CYG
187
Clean Yield Group
Vermont
$2.67K -$5.93K -145 -70%
VWM
188
Venturi Wealth Management
Texas
$2.59K – – –
CTC
189
Central Trust Company
Missouri
$2.54K – – –
MG
190
Mather Group
Illinois
$2.37K -$27K -660 -92%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$2.33K +$164 +4 +8%
PMFA
192
Plante Moran Financial Advisors
Michigan
$2.16K -$2.5K -61 -55%
NPP
193
New Potomac Partners
Maryland
$2.16K +$2.05K +50 New
QC
194
Quent Capital
New York
$2.03K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$1.73K – – –
WOSD
196
WFA of San Diego
California
$1.73K – – –
MFS
197
Mattson Financial Services
Michigan
$1.69K – – –
TCM
198
Tradewinds Capital Management
Washington
$1.55K – – –
CSWM
199
Cassady Schiller Wealth Management
Ohio
$1.51K – – –
CAS
200
Coppell Advisory Solutions
Texas
$1.46K +$1.39K +34 New
6 7
8
9 10

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.