Invesco Solar ETF
129 hedge funds and large institutions have $181M invested in Invesco Solar ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
56% more capital invested
Capital invested by funds: $116M → $181M (+$65.2M)
8% more funds holding
Funds holding: 120 → 129 (+9)
1.36% more ownership
Funds ownership: 27.23% → 28.6% (+1.4%)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
69% less call options, than puts
Call options by funds: $6.81M | Put options by funds: $22.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$1.87M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.74M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
-$2.94M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$1.89M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.7M |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$995K |
| 5 |
Jane Street
New York
|
-$918K |
TAN Hedge Fund Activity: Q2 2020 in Review
129 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q2 2020, worth a combined $181M — up 56% from $116M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new TAN positions and 17 closed out — a net gain of 10 holders — while 35 added to existing stakes and 36 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $6.61M. The largest seller was Windsor Creek Advisors, cutting an estimated $2.94M.
- 129 institutional investors held Invesco Solar ETF (TAN) as of Q2 2020, up from 120 in Q1 2020.
- Funds reported $181M of Invesco Solar ETF stock for Q2 2020, up 56% quarter-over-quarter.
- 27 funds opened new Invesco Solar ETF positions in Q2 2020 and 17 closed out, a net change of +10 holders.
- The largest Invesco Solar ETF buyer in Q2 2020 was Private Advisor Group, an estimated $6.61M added.
- The largest Invesco Solar ETF seller in Q2 2020 was Windsor Creek Advisors, an estimated $2.94M sold.
Based on aggregated 13F filings for Q2 2020.