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Invesco Solar ETF

51 hedge funds and large institutions have $82.3M invested in Invesco Solar ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

3.33% less ownership

Funds ownership: 38.49%35.16% (-3.3%)

19% less funds holding

Funds holding: 6351 (-12)

36% less capital invested

Capital invested by funds: $128M → $82.3M (-$45.8M)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

92% less call options, than puts

Call options by funds: $202K | Put options by funds: $2.62M

Holders
51
Holders Change
-12
Holders Change %
-19.05%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
10
Closed
20
Calls
$202K
Puts
$2.62M
Net Calls
-$2.42M
Net Calls Change
+$928K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$62.4M +$5.91M +182,153 +8%
Wells Fargo
2
Wells Fargo
California
$3.29M +$41.1K +1,268 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.97M +$514K +15,868 +17%
Bank of America
4
Bank of America
North Carolina
$2.9M +$494K +15,229 +16%
UOC
5
UBS O'Connor
Illinois
$1.95M +$2.38M +73,500 New
Morgan Stanley
6
Morgan Stanley
New York
$1.94M -$3.18M -98,049 -57%
UBS Group
7
UBS Group
Switzerland
$1.2M -$976K -30,098 -40%
Jane Street
8
Jane Street
New York
$934K -$1.57M -48,282 -58%
LPL Financial
9
LPL Financial
California
$733K +$168K +5,187 +27%
PCTC
10
Perkins Coie Trust Company
Washington
$585K -$5.71K -176 -0.8%
HighTower Advisors
11
HighTower Advisors
Illinois
$445K +$542K +16,720 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$434K +$120K +3,716 +29%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$301K +$368K +11,347 New
OMC
14
Old Mission Capital
Illinois
$267K +$326K +10,051 New
QIM
15
Quantitative Investment Management
Virginia
$238K -$25.9K -800 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$229K +$7.46K +230 +3%
NPC
17
National Planning Corporation
California
$225K +$239K +7,372 New
NSIM
18
North Star Investment Management
Illinois
$186K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$177K +$9.73K +300 +5%
Creative Planning
20
Creative Planning
Kansas
$139K +$170K +5,240 New
NFG
21
Next Financial Group
Texas
$108K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$90K
WT
23
Whittier Trust
California
$82K
AA
24
Apriem Advisors
California
$79K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$79K +$1.17K +36 +1%

TAN Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q3 2015, worth a combined $82.3M — down 36% from $128M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TAN and 8 opened new positions — a net loss of 12 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Goldman Sachs, adding an estimated $5.91M. The largest seller was Ardsley Advisory Partners, exiting entirely with an estimated $6.04M sold.

  • 51 institutional investors held Invesco Solar ETF (TAN) as of Q3 2015, down from 63 in Q2 2015.
  • Funds reported $82.3M of Invesco Solar ETF stock for Q3 2015, down 36% quarter-over-quarter.
  • 8 funds opened new Invesco Solar ETF positions in Q3 2015 and 20 closed out, a net change of -12 holders.
  • The largest Invesco Solar ETF buyer in Q3 2015 was Goldman Sachs, an estimated $5.91M added.
  • The largest Invesco Solar ETF seller in Q3 2015 was Ardsley Advisory Partners, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2015.