Invesco Solar ETF
339 hedge funds and large institutions have $791M invested in Invesco Solar ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 116 reducing their positions, and 32 closing their positions.
84% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 32
47% more call options, than puts
Call options by funds: $140M | Put options by funds: $95.3M
6% more funds holding
Funds holding: 319 → 339 (+20)
1.18% less ownership
Funds ownership: 34.67% → 33.49% (-1.2%)
10% less capital invested
Capital invested by funds: $878M → $791M (-$87M)
37% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 116
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$32.1M |
| 2 |
Jane Street
New York
|
+$30.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$10.3M |
| 4 |
APTFM
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
+$10M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$30.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.1M |
| 3 |
Morgan Stanley
New York
|
-$20.8M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$20.2M |
| 5 |
Squarepoint
New York
|
-$13.6M |
TAN Hedge Fund Activity: Q4 2022 in Review
339 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2022, worth a combined $791M — down 9.9% from $878M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new TAN positions and 32 closed out — a net gain of 27 holders — while 73 added to existing stakes and 116 trimmed.
The largest buyer was Clal Insurance, adding an estimated $32.1M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $30.3M sold.
- 339 institutional investors held Invesco Solar ETF (TAN) as of Q4 2022, up from 319 in Q3 2022.
- Funds reported $791M of Invesco Solar ETF stock for Q4 2022, down 9.9% quarter-over-quarter.
- 59 funds opened new Invesco Solar ETF positions in Q4 2022 and 32 closed out, a net change of +27 holders.
- The largest Invesco Solar ETF buyer in Q4 2022 was Clal Insurance, an estimated $32.1M added.
- The largest Invesco Solar ETF seller in Q4 2022 was Portfolio Strategies, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2022.