Invesco Solar ETF
85 hedge funds and large institutions have $65.3M invested in Invesco Solar ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
5% more funds holding
Funds holding: 81 → 85 (+4)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
2.98% less ownership
Funds ownership: 21% → 18.02% (-3%)
20% less capital invested
Capital invested by funds: $81.3M → $65.3M (-$16M)
47% less call options, than puts
Call options by funds: $910K | Put options by funds: $1.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$993K |
| 3 |
Jane Street
New York
|
+$809K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$693K |
| 5 |
Morgan Stanley
New York
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.4M |
| 2 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$2.91M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$2.39M |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$2.38M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.04M |
TAN Hedge Fund Activity: Q2 2018 in Review
85 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2018, worth a combined $65.3M — down 20% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TAN positions and 11 closed out — a net gain of 4 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was UBS Group, adding an estimated $1.48M. The largest seller was Bank of America, cutting an estimated $3.4M.
- 85 institutional investors held Invesco Solar ETF (TAN) as of Q2 2018, up from 81 in Q1 2018.
- Funds reported $65.3M of Invesco Solar ETF stock for Q2 2018, down 20% quarter-over-quarter.
- 15 funds opened new Invesco Solar ETF positions in Q2 2018 and 11 closed out, a net change of +4 holders.
- The largest Invesco Solar ETF buyer in Q2 2018 was UBS Group, an estimated $1.48M added.
- The largest Invesco Solar ETF seller in Q2 2018 was Bank of America, an estimated $3.4M sold.
Based on aggregated 13F filings for Q2 2018.