$TAN (Invesco Solar ETF) Hedge Funds Change Course: Moving Away from Oil, Warming Up to Solar
Hedge funds are making a noticeable shift in their energy investments. New data from Bloomberg Green, based on information from Hazeltree covering around 700 funds with $700 billion in assets, shows that many managers are backing away from oil stocks and starting to show more interest in renewable energy, especially solar.
Short bets on solar companies (investors betting the price will fall) have dropped to their lowest level since 2021. Hedge funds are more optimistic because of rising electricity needs from artificial intelligence data centres, a rebound in China’s green energy industry, and a more stable policy outlook in the U.S.
The market is showing the change in mood. Since former President Donald Trump announced new tariffs in April, the Invesco Solar ETF $TAN has jumped more than 18%. In contrast, the main S&P oil index has dropped about 4% during the same period.... Show More
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Wed Nov 12 2025 19:48:33 GMT+0000 (Coordinated Universal Time)
