Invesco Solar ETF
81 hedge funds and large institutions have $81.3M invested in Invesco Solar ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 16 closing their positions.
102% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $869K
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
1.62% less ownership
Funds ownership: 22.62% → 21% (-1.6%)
6% less funds holding
Funds holding: 86 → 81 (-5)
19% less capital invested
Capital invested by funds: $101M → $81.3M (-$19.2M)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$721K |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$561K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$332K |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$304K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.21M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$2.34M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
-$2.06M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.83M |
TAN Hedge Fund Activity: Q1 2018 in Review
81 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2018, worth a combined $81.3M — down 19% from $101M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of TAN and 11 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 21 added.
The largest buyer was Eastern Bank, opening a new position worth an estimated $721K. The largest seller was Bank of America, cutting an estimated $3.4M.
- 81 institutional investors held Invesco Solar ETF (TAN) as of Q1 2018, down from 86 in Q4 2017.
- Funds reported $81.3M of Invesco Solar ETF stock for Q1 2018, down 19% quarter-over-quarter.
- 11 funds opened new Invesco Solar ETF positions in Q1 2018 and 16 closed out, a net change of -5 holders.
- The largest Invesco Solar ETF buyer in Q1 2018 was Eastern Bank, an estimated $721K added.
- The largest Invesco Solar ETF seller in Q1 2018 was Bank of America, an estimated $3.4M sold.
Based on aggregated 13F filings for Q1 2018.