Invesco Solar ETF
120 hedge funds and large institutions have $116M invested in Invesco Solar ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
15% more capital invested
Capital invested by funds: $101M → $116M (+$15.1M)
13% more funds holding
Funds holding: 106 → 120 (+14)
4.64% more ownership
Funds ownership: 22.6% → 27.23% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
81% less call options, than puts
Call options by funds: $3.85M | Put options by funds: $20.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$51.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.64M |
| 4 |
CIM
Corbyn Investment Management
Lutherville,
Maryland
|
+$2.44M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$17.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.26M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.75M |
| 5 |
FCC
Florin Court Capital
London,
United Kingdom
|
-$1.72M |
TAN Hedge Fund Activity: Q1 2020 in Review
120 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2020, worth a combined $116M — up 15% from $101M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new TAN positions and 16 closed out — a net gain of 17 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Clal Insurance, opening a new position worth an estimated $51.4M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $17.9M sold.
- 120 institutional investors held Invesco Solar ETF (TAN) as of Q1 2020, up from 106 in Q4 2019.
- Funds reported $116M of Invesco Solar ETF stock for Q1 2020, up 15% quarter-over-quarter.
- 33 funds opened new Invesco Solar ETF positions in Q1 2020 and 16 closed out, a net change of +17 holders.
- The largest Invesco Solar ETF buyer in Q1 2020 was Clal Insurance, an estimated $51.4M added.
- The largest Invesco Solar ETF seller in Q1 2020 was Arlington Capital Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q1 2020.