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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
DI
201
Disciplined Investments
Oklahoma
$79.7K
GRP
202
Global Retirement Partners
California
$73.9K
KTC
203
Kistler-Tiffany Companies
Pennsylvania
$73.3K
AF
204
Allworth Financial
California
$73.1K +$55.1K +764 +294%
CFB
205
Cullen/Frost Bankers
Texas
$71.4K -$7.21K -100 -9%
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$71.4K -$4.69K -65 -6%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$63.1K +$63.7K +883 New
LFG
208
Larson Financial Group
Missouri
$57.6K +$10.7K +149 +23%
HPC
209
HM Payson & Co
Maine
$57.1K
WIM
210
WealthPlan Investment Management
Nebraska
$57.1K
PG
211
Proffitt & Goodson
Tennessee
$54.7K
ACM
212
Antonetti Capital Management
Florida
$49.2K
GWM
213
Geneos Wealth Management
Colorado
$49.1K
FFL
214
Financial Freedom LLC
Ohio
$47.8K
AA
215
Ancora Advisors
Ohio
$45.4K -$3.32K -46 -7%
CA
216
Clearstead Advisors
Ohio
$43.7K +$9.88K +137 +29%
SS
217
Sunbelt Securities
Texas
$42.9K
TWM
218
Tradition Wealth Management
Minnesota
$42K
Franklin Resources
219
Franklin Resources
California
$35.7K -$8.58K -119 -19%
FHA
220
First Horizon Advisors
Tennessee
$34.1K +$24.4K +338 +241%
LFA
221
Legend Financial Advisors
Pennsylvania
$31.5K
WTC
222
WhitTier Trust Company
Nevada
$31.4K
KM
223
Kalos Management
Georgia
$30.9K
OIA
224
Optimum Investment Advisors
Illinois
$29.9K +$30.2K +419 New
JFA
225
JNBA Financial Advisors
Minnesota
$29.4K

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.