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Invesco Solar ETF

178 hedge funds and large institutions have $168M invested in Invesco Solar ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 184178 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

13.76% less ownership

Funds ownership: 41.56%27.81% (-14%)

37% less call options, than puts

Call options by funds: $79.3M | Put options by funds: $126M

44% less capital invested

Capital invested by funds: $301M → $168M (-$133M)

45% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 56

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
31
Reduced
56
Closed
29
Calls
$79.3M
Puts
$126M
Net Calls
-$46.3M
Net Calls Change
-$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
176
Fourth Dimension Wealth
Ohio
$68
CFFP
177
Center for Financial Planning
Michigan
$35
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$34
PSFG
179
Park Square Financial Group
Georgia
$24
MIFH
180
Migdal Insurance & Financial Holdings
Israel
-$82.4M -2,705,000 Closed
MIH
181
Meitav Investment House
Israel
-$7.5M -246,098 Closed
KHLMVGHM
182
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$5.62M -184,729 Closed
LJAC
183
L.J. Altfest & Co
New York
-$2.48M -81,321 Closed
KHLMTHM
184
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$1.87M -61,369 Closed
QC
185
Quadrature Capital
United Kingdom
-$1.05M -34,405 Closed
IMC Chicago
186
IMC Chicago
Illinois
-$962K -31,593 Closed
CIM
187
Corbyn Investment Management
Maryland
-$753K -24,729 Closed
SA
188
Sanctuary Advisors
Indiana
-$437K -14,334 Closed
GKWIM
189
Gerber Kawasaki Wealth & Investment Management
California
-$306K -10,061 Closed
TSS
190
Two Sigma Securities
New York
-$262K -8,594 Closed
LNB
191
Ledyard National Bank
-$222K -7,304 Closed
CA
192
Continuum Advisory
Idaho
-$103K -3,375 Closed
Mirae Asset Global Investments
193
Mirae Asset Global Investments
South Korea
-$48.8K -1,573 Closed
GWS
194
Greykasell Wealth Strategies
California
-$20K -657 Closed
CCM
195
Coldstream Capital Management
Washington
-$19.9K -653 Closed
NP
196
NorthRock Partners
Minnesota
-$10.3K -339 Closed
BDPWM
197
Barnes Dennig Private Wealth Management
Ohio
-$6.09K -200 Closed
MWM
198
Mascoma Wealth Management
New Hampshire
-$5.48K -180 Closed
PPWM
199
PFG Private Wealth Management
Florida
-$4.42K -145 Closed
GFPC
200
Global Financial Private Client
Florida
-$3.05K -100 Closed

TAN Hedge Fund Activity: Q2 2025 in Review

178 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2025, worth a combined $168M — down 44% from $301M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TAN and 26 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 31 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $5.73M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $82.4M sold.

  • 178 institutional investors held Invesco Solar ETF (TAN) as of Q2 2025, down from 184 in Q1 2025.
  • Funds reported $168M of Invesco Solar ETF stock for Q2 2025, down 44% quarter-over-quarter.
  • 26 funds opened new Invesco Solar ETF positions in Q2 2025 and 29 closed out, a net change of -3 holders.
  • The largest Invesco Solar ETF buyer in Q2 2025 was LMR Partners, an estimated $5.73M added.
  • The largest Invesco Solar ETF seller in Q2 2025 was Migdal Insurance & Financial Holdings, an estimated $82.4M sold.

Based on aggregated 13F filings for Q2 2025.