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Invesco Solar ETF

339 hedge funds and large institutions have $1.45B 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.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

68% more capital invested

Capital invested by funds: $864M → $1.45B (+$587M)

47% more call options, than puts

Call options by funds: $140M | Put options by funds: $95M

6% more funds holding

Funds holding: 319339 (+20)

1.18% less ownership

Funds ownership: 34.67%33.49% (-1.2%)

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: 94 (-5)

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.45%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
59
Increased
73
Reduced
116
Closed
32
Calls
$140M
Puts
$95M
Net Calls
+$44.7M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$661M +$151 +2 +0%
CI
2
Clal Insurance
Israel
$144M +$32.1M +426,000 +27%
Bank of America
3
Bank of America
North Carolina
$55.8M -$655K -8,686 -1%
Morgan Stanley
4
Morgan Stanley
New York
$52.1M -$20.8M -275,446 -28%
Jane Street
5
Jane Street
New York
$48.3M +$30.6M +406,706 +159%
LPL Financial
6
LPL Financial
California
$23.1M -$7.39M -98,018 -24%
MMEA
7
Main Management ETF Advisors
California
$13.7M +$685K +9,085 +5%
Millennium Management
8
Millennium Management
New York
$13.6M +$5.94M +78,855 +73%
Wells Fargo
9
Wells Fargo
California
$13.3M -$1.74M -23,149 -11%
MIH
10
Meitav Investment House
Israel
$13M -$193K -2,558 -1%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$12.5M +$5.16M +68,464 +66%
Citadel Advisors
12
Citadel Advisors
Florida
$12M +$4.94M +65,547 +66%
CIC
13
Carnegie Investment Counsel
Ohio
$11.9M -$56K -743 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.6M -$1.96M -25,988 -14%
UBS Group
15
UBS Group
Switzerland
$11M -$3.37M -44,661 -23%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$11M -$21.1M -279,958 -65%
PWS
17
Paragon Wealth Strategies
Florida
$10.5M +$148K +1,966 +1%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$9.95M +$10.3M +136,454 New
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$9.75M +$2.47M +32,713 +32%
APTFM
20
AGUR Provident & Training Funds Management
Israel
$9.7M +$10M +133,007 New
ECM
21
ExodusPoint Capital Management
New York
$9.63M +$9.95M +132,000 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.69M -$1.26M -16,746 -12%
B
23
Barings
North Carolina
$8.54M +$8.82M +117,099 New
William Blair & Company
24
William Blair & Company
Illinois
$7.64M +$1.01M +13,388 +15%
KHLMVGHM
25
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.62M

TAN Hedge Fund Activity: Q4 2022 in Review

339 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2022, worth a combined $1.45B — up 68% from $864M 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 $1.45B of Invesco Solar ETF stock for Q4 2022, up 68% 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.