Invesco Solar ETF
286 hedge funds and large institutions have $740M invested in Invesco Solar ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 30 closing their positions.
63% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 30
31% more capital invested
Capital invested by funds: $567M → $740M (+$173M)
6% more funds holding
Funds holding: 271 → 286 (+15)
4.24% more ownership
Funds ownership: 38.58% → 42.83% (+4.2%)
9% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 85
21% less call options, than puts
Call options by funds: $238M | Put options by funds: $303M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$103M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$51.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$30.7M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$20M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$85.2M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$17.8M |
| 3 |
Morgan Stanley
New York
|
-$6.49M |
| 4 |
PE
Point72 Europe
London,
United Kingdom
|
-$4.7M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$4.44M |
TAN Hedge Fund Activity: Q4 2023 in Review
286 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Solar ETF (TAN) for Q4 2023, worth a combined $740M — up 31% from $567M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new TAN positions and 30 closed out — a net gain of 19 holders — while 77 added to existing stakes and 85 trimmed.
The largest buyer was Clal Insurance, adding an estimated $103M. The largest seller was Jane Street, cutting an estimated $85.2M.
- 286 institutional investors held Invesco Solar ETF (TAN) as of Q4 2023, up from 271 in Q3 2023.
- Funds reported $740M of Invesco Solar ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 49 funds opened new Invesco Solar ETF positions in Q4 2023 and 30 closed out, a net change of +19 holders.
- The largest Invesco Solar ETF buyer in Q4 2023 was Clal Insurance, an estimated $103M added.
- The largest Invesco Solar ETF seller in Q4 2023 was Jane Street, an estimated $85.2M sold.
Based on aggregated 13F filings for Q4 2023.