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Invesco Solar ETF

319 hedge funds and large institutions have $878M invested in Invesco Solar ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.32% less ownership

Funds ownership: 33.17%32.85% (-0.32%)

3% less capital invested

Capital invested by funds: $905M → $878M (-$26.8M)

4% less funds holding

Funds holding: 331319 (-12)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

44% less call options, than puts

Call options by funds: $82.6M | Put options by funds: $147M

Holders
319
Holders Change
-12
Holders Change %
-3.63%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
86
Reduced
101
Closed
57
Calls
$82.6M
Puts
$147M
Net Calls
-$64M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
1
Bessemer Group
New Jersey
$107M +$98.4M +1,423,280 New
Bank of America
2
Bank of America
North Carolina
$84.3M +$4.47M +64,689 +6%
MIH
3
Meitav Investment House
Israel
$68.4M +$22.7M +328,540 +56%
Morgan Stanley
4
Morgan Stanley
New York
$44.3M -$39.2M -567,622 -49%
Jane Street
5
Jane Street
New York
$31.8M -$7.78M -112,601 -21%
PS
6
Portfolio Strategies
New York
$31.3M +$28.7M +415,038 New
LPL Financial
7
LPL Financial
California
$29.9M -$1.66M -24,041 -6%
Goldman Sachs
8
Goldman Sachs
New York
$25.7M +$23.6M +341,157 New
KHLMVGHM
9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M -$6.13M -88,638 -25%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$19.5M +$13.5M +194,897 +310%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$19.3M +$3.99M +57,727 +29%
Wells Fargo
12
Wells Fargo
California
$17.6M -$499K -7,224 -3%
PAG
13
Private Advisor Group
New Jersey
$17.1M +$2.42M +34,951 +18%
UBS Group
14
UBS Group
Switzerland
$14.8M -$1.94M -28,009 -13%
CIC
15
Carnegie Investment Counsel
Ohio
$13.5M +$172K +2,486 +1%
MMEA
16
Main Management ETF Advisors
California
$13.1M +$1.96M +28,335 +19%
Citigroup
17
Citigroup
New York
$12.3M -$829K -11,998 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.4M +$6.67M +96,527 +176%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.4M +20,247 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.5M -$2.51M -36,343 -22%
LP
21
LMR Partners
United Kingdom
$9.43M +$8.64M +125,000 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.15M +$5.41M +78,326 +264%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$8.13M +$406K +5,872 +6%
EW
24
Evoke Wealth
California
$7.03M +$289K +4,177 +5%
BCV
25
Banque Cantonale Vaudoise
Switzerland
$7.03M -$38.2K -553 -0.6%

TAN Hedge Fund Activity: Q1 2022 in Review

319 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q1 2022, worth a combined $878M — down 3% from $905M a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of TAN and 51 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 86 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $98.4M. The largest seller was Clal Insurance, cutting an estimated $108M.

  • 319 institutional investors held Invesco Solar ETF (TAN) as of Q1 2022, down from 331 in Q4 2021.
  • Funds reported $878M of Invesco Solar ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 51 funds opened new Invesco Solar ETF positions in Q1 2022 and 57 closed out, a net change of -6 holders.
  • The largest Invesco Solar ETF buyer in Q1 2022 was Bessemer Group, an estimated $98.4M added.
  • The largest Invesco Solar ETF seller in Q1 2022 was Clal Insurance, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2022.