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Invesco Solar ETF

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: 234219 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
201
Glen Eagle Advisors
New Jersey
$1.29K
PPA
202
Painted Porch Advisors
California
$1.29K
BONH
203
Bank of New Hampshire
New Hampshire
$1.16K -$89.8K -2,193 -99%
S
204
SignatureFD
Georgia
$1.12K -$246 -6 -19%
CA
205
CoreCap Advisors
Michigan
$1.03K
HGERS
206
Householder Group Estate & Retirement Specialist
Arizona
$1K
JWA
207
JFS Wealth Advisors
Pennsylvania
$992
CIA
208
Cape Investment Advisory
Georgia
$733
HGA
209
Hobbs Group Advisors
South Carolina
$733
BFO
210
Biltmore Family Office
North Carolina
$647
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$560
SIC
212
SJS Investment Consulting
Ohio
$432
TRCT
213
Tower Research Capital (TRC)
New York
$172 -$3.36K -82 -95%
DFA
214
DHJJ Financial Advisors
Illinois
$130
GWSA
215
Global Wealth Strategies & Associates
Colorado
$86
CFFP
216
Center for Financial Planning
Michigan
$44
SAM
217
Smartleaf Asset Management
Massachusetts
$43
Parallax Volatility Advisers
218
Parallax Volatility Advisers
California
$43 +$41 +1 New
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$39 +$41 +1 New
MFA
220
McClarren Financial Advisors
Pennsylvania
$2 -$941 -23 -58%
GG
221
Greenwood Gearhart
Arkansas
-$5.59M -138,964 Closed
HF
222
HRT Financial
New York
-$3.33M -82,804 Closed
OMC
223
Old Mission Capital
Illinois
-$2.86M -71,219 Closed
MFS
224
Mirabella Financial Services
United Kingdom
-$2.81M -69,800 Closed
Verition Fund Management
225
Verition Fund Management
Connecticut
-$2.71M -67,500 Closed

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.