Invesco Solar ETF
TAN
181 hedge funds and large institutions have $551M invested in Invesco Solar ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 13 closing their positions.
1,038% more capital inflows, than outflows
Capital inflows: $193M | Capital outflows: $17M
400% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 13
40% more funds holding
Funds holding: 129 → 181 (+52)
19.88% more ownership
Funds ownership: 28.6% → 48.48% (+20%)
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
37% less call options, than puts
Call options by funds: $32.8M | Put options by funds: $52.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clal Insurance
Tel-Aviv,
Israel
|
+$32.9M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$24.1M |
| 3 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
+$13.9M |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
+$11.6M |
| 5 |
ECP
Electron Capital Partners
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$5.59M |
| 2 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$2.13M |
| 3 |
Merriman Wealth Management
Seattle,
Washington
|
-$1.61M |
| 4 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
-$1.6M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$1.51M |
TAN Hedge Fund Activity: Q3 2020 in Review
181 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q3 2020, worth a combined $551M — up 204% from $181M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new TAN positions and 13 closed out — a net gain of 52 holders — while 43 added to existing stakes and 36 trimmed.
The largest buyer was Clal Insurance, adding an estimated $32.9M. The largest seller was Allianz Asset Management, cutting an estimated $5.59M.
- 181 institutional investors held Invesco Solar ETF (TAN) as of Q3 2020, up from 129 in Q2 2020.
- Funds reported $551M of Invesco Solar ETF stock for Q3 2020, up 204% quarter-over-quarter.
- 65 funds opened new Invesco Solar ETF positions in Q3 2020 and 13 closed out, a net change of +52 holders.
- The largest Invesco Solar ETF buyer in Q3 2020 was Clal Insurance, an estimated $32.9M added.
- The largest Invesco Solar ETF seller in Q3 2020 was Allianz Asset Management, an estimated $5.59M sold.
Based on aggregated 13F filings for Q3 2020.