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Invesco Solar ETF (TAN) Institutional Ownership

Invesco Solar ETF logo
$58.90 +0.74 (+1.27%)
As of 08:57 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Solar ETF (NYSEARCA:TAN)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$553.72M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$113.83M
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TAN Institutional Buying and Selling by Quarter

Invesco Solar ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026 Western Wealth Management LLC4,861$271K0.0%N/A0.018%
6/18/2026 Wealth High Governance Capital Ltda70,165$3.91M1.2%-70.0%0.255%
6/18/2026 Wealth High Governance Asset Management Ltda.61,845$3.45M1.2%-53.3%0.225%
6/3/2026 Parallel Advisors LLC1,535$86K0.0%+171.2%0.006%
5/19/2026 Western Wealth Management LLC4,861$271K0.0%N/A0.018%
5/19/2026 Bank of America Corp DE325,356$18.13M0.0%+9.5%1.182%
5/18/2026 EverSource Wealth Advisors LLC4,354$243K0.0%N/A0.016%
5/18/2026 Royal Bank of Canada99,308$5.53M0.0%+5.8%0.361%
5/18/2026 Empowered Funds LLC32,310$1.80M0.0%N/A0.117%
5/14/2026 Hilltop Holdings Inc.45,925$2.56M0.2%N/A0.167%
5/13/2026 Cetera Investment Advisers42,946$2.39M0.0%+14.7%0.156%
5/13/2026 NewEdge Wealth LLC4,068$227K0.0%N/A0.015%
5/12/2026 Barometer Capital Management Inc.8,600$479K0.2%N/A0.031%
5/12/2026 Clal Insurance Enterprises Holdings Ltd1,780,400$99.19M0.6%N/A6.467%
5/7/2026 Parallel Advisors LLC1,535$86K0.0%+171.2%0.006%
5/6/2026 Watershed Asset Management L.L.C.36,000$2.01M2.1%N/A0.131%
5/5/2026 Wealthfront Advisers LLC9,620$536K0.0%+17.2%0.035%
5/5/2026 NFSG Corp1,000$56K0.0%N/A0.004%
5/5/2026 Advisors Preferred LLC1,083$60K0.0%N/A0.004%
5/5/2026 Nwam LLC90,588$5.05M0.3%+65.0%0.329%
5/4/2026 Del Sette Capital Management LLC14,391$802K0.5%N/A0.052%
5/1/2026 Welch & Forbes LLC5,300$295K0.0%-32.1%0.019%
5/1/2026 Fifth Third Bancorp2,535$141K0.0%+702.2%0.009%
4/30/2026 Kestra Advisory Services LLC10,745$599K0.0%+8.6%0.040%
4/29/2026 Meitav Investment House Ltd.69,810$3.89M0.0%N/A0.260%
4/29/2026 Integrated Advisors Network LLC3,766$210K0.0%N/A0.014%
4/28/2026 Stephens Inc. AR3,900$217K0.0%-6.0%0.015%
4/27/2026 Private Advisor Group LLC99,984$5.57M0.0%+5.6%0.372%
4/24/2026 Essex Financial Services Inc.7,704$429K0.0%N/A0.029%
4/21/2026 Decker Retirement Planning Inc.174,929$9.75M4.4%N/A0.649%
4/20/2026 Friedenthal Financial3,029$169K0.1%N/A0.011%
4/16/2026 SG Americas Securities LLC4,290$239K0.0%-95.1%0.016%
3/20/2026 Purpose Unlimited Inc.10,657$522K0.0%N/A0.042%
3/9/2026 Corient Private Wealth LLC15,539$763K0.0%-3.1%0.061%
3/2/2026 Sankala Group LLC1,467$72K0.1%N/A0.006%
2/19/2026 Corient Private Wealth LLC15,539$763K0.0%-3.1%0.061%
2/18/2026 Mercer Global Advisors Inc. ADV22,178$1.09M0.0%N/A0.087%
2/18/2026 Obsidian Cio LLC3,164$155K0.2%N/A0.012%
2/18/2026 Millennium Management LLC21,201$1.04M0.0%-93.8%0.083%
2/18/2026 IHT Wealth Management LLC18,951$931K0.0%-8.7%0.074%
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2/18/2026 Balyasny Asset Management L.P.40,717$2M0.0%-143.5%0.159%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.7,057$349K0.0%+50.0%0.028%
2/17/2026 EFG International AG1,566$77K0.0%N/A0.006%
2/17/2026 Cetera Investment Advisers37,447$1.84M0.0%+17.6%0.147%
2/17/2026 Equitable Holdings Inc.17,122$841K0.0%+16.6%0.067%
2/17/2026 Osaic Holdings Inc.88,249$4.34M0.0%+0.9%0.346%
2/17/2026 Advisory Services Network LLC43,583$2.14M0.0%+114.9%0.171%
2/17/2026 Private Advisor Group LLC94,647$4.65M0.0%+1,148.0%0.371%
2/17/2026 Blair William & Co. IL2,114$104K0.0%-15.4%0.008%
2/17/2026 Royal Bank of Canada93,865$4.61M0.0%+69.3%0.368%
2/16/2026 Sargent Investment Group LLC4,200$206K0.0%N/A0.016%
2/16/2026 MML Investors Services LLC9,323$458K0.0%N/A0.037%
2/16/2026 Mariner LLC8,626$424K0.0%+15.5%0.034%
2/16/2026 Arax Advisory Partners6,098$300K0.0%N/A0.024%
2/13/2026 Kestra Advisory Services LLC9,893$486K0.0%-16.2%0.039%
2/13/2026 Stifel Financial Corp19,461$956K0.0%+3.2%0.076%
2/13/2026 Commerce Bank4,979$245K0.0%N/A0.020%
2/13/2026 Integrated Wealth Concepts LLC6,089$299K0.0%-24.6%0.024%
2/13/2026 FirstWave Capital Management LLC20,836$1.02M0.6%N/A0.082%
2/13/2026 Vontobel Holding Ltd.23,166$1.14M0.0%+6.8%0.091%
2/13/2026 Wells Fargo & Company MN90,473$4.44M0.0%-3.0%0.354%
2/13/2026 Gerber Kawasaki Wealth & Investment Management5,968$293K0.0%+15.6%0.023%
2/12/2026 Federation des caisses Desjardins du Quebec9,970$490K0.0%-8.2%0.039%
2/12/2026 HRT Financial LP51,724$2.54M0.0%N/A0.203%
2/12/2026 Commonwealth Equity Services LLC39,134$1.92M0.0%-9.3%0.153%
2/12/2026 Marex Group plc12,700$624K0.0%N/A0.050%
2/12/2026CIBC Private Wealth Group LLC511$25K0.0%N/A0.002%
2/11/2026 Janney Montgomery Scott LLC7,369$362K0.0%+32.8%0.029%
2/11/2026 LPL Financial LLC304,400$14.95M0.0%+38.2%1.192%
2/11/2026 JPMorgan Chase & Co.359,238$17.65M0.0%+513.4%1.407%
2/11/2026 Parallel Advisors LLC566$28K0.0%N/A0.002%
2/10/2026 Cibc World Market Inc.6,592$324K0.0%+8.6%0.026%
2/10/2026 Goldman Sachs Group Inc.138,887$6.82M0.0%+1.9%0.544%
2/10/2026 BW Gestao de Investimentos Ltda.233,843$11.49M0.3%N/A0.916%
2/10/2026 Black Swift Group LLC47,239$2.32M0.4%-43.6%0.185%
2/10/2026 Operose Advisors LLC1,798$88K0.0%N/A0.007%
2/10/2026 Northwestern Mutual Wealth Management Co.6,402$314K0.0%+38.0%0.025%
2/10/2026 Moors & Cabot Inc.5,175$254K0.0%-8.8%0.020%
2/10/2026 Foundations Investment Advisors LLC23,882$1.17M0.0%N/A0.094%
2/10/2026 Baker Avenue Asset Management LP10,680$525K0.0%N/A0.042%
2/6/2026 IFP Advisors Inc2,903$143K0.0%+30.8%0.011%
2/6/2026 PNC Financial Services Group Inc.56,584$2.78M0.0%+2.8%0.222%
2/5/2026 Florin Court Capital LLP56,500$2.78M3.9%-52.0%0.221%
2/5/2026 Stephens Inc. AR4,150$204K0.0%N/A0.016%
2/5/2026 AlphaCore Capital LLC1,431$70K0.0%N/A0.006%
2/5/2026 Northwestern Mutual Wealth Management Co.4,423,380$217.28M0.1%+95,252.0%17.326%
2/5/2026 WHI TRUST Co LLC2,456$121K0.1%N/A0.010%
2/5/2026 Allworth Financial LP533$26K0.0%-39.2%0.002%
2/4/2026 West Tower Group LLC5,500$270K0.6%N/A0.022%
2/4/2026 Trek Financial LLC320,763$15.76M0.9%-13.5%1.306%
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2/4/2026 Nwam LLC54,899$2.91M0.2%+226.2%0.223%
2/3/2026 Maxi Investments CY Ltd22,950$1.13M0.2%N/A0.093%
2/3/2026 SBI Securities Co. Ltd.553$27K0.0%+62.2%0.002%
2/2/2026 Mutual Advisors LLC5,809$285K0.0%-15.4%0.024%
1/30/2026 Verity Asset Management Inc.15,980$785K0.3%+5.4%0.068%
1/30/2026 Wealth High Governance Capital Ltda366,157$17.99M3.4%N/A1.561%
1/30/2026 Wealthfront Advisers LLC8,209$403K0.0%+18.9%0.035%
1/29/2026Comerica Bank2,222$109K0.0%+77.5%0.010%
1/29/2026 UBS Group AG97,114$4.77M0.0%-28.1%0.433%
1/29/2026 Sava Infond d.o.o.6,000$295K0.0%+50.0%0.027%


TAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 institutional investors and hedge funds held shares of Invesco Solar ETF. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($99.19M), Migdal Insurance & Financial Holdings Ltd. ($82.39M), Citigroup Inc. ($38.73M), Bank of America Corp DE ($18.13M), Electron Capital Partners LLC ($17.98M), JPMorgan Chase & Co. ($17.65M), and Trek Financial LLC ($15.76M).Learn more on Invesco Solar ETF's institutional investors.

Of the 155 institutional investors that purchased Invesco Solar ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($4.42M), Clal Insurance Enterprises Holdings Ltd ($3.53M), Migdal Insurance & Financial Holdings Ltd. ($2.71M), Citigroup Inc. ($779.30K), JPMorgan Chase & Co. ($412.00K), Trek Financial LLC ($370.84K), and Wealth High Governance Capital Ltda ($366.16K).

Institutional investors have bought a total of 11,368,141 shares in the last 24 months. This purchase volume represents approximately $553.72M in transactions.

Of the 48 institutional investors that sold Invesco Solar ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($1.54M), Millennium Management LLC ($320.34K), SG Americas Securities LLC ($211.73K), Wealth High Governance Capital Ltda ($163.68K), JPMorgan Chase & Co. ($148.42K), Wealth High Governance Asset Management Ltda. ($70.47K), and Florin Court Capital LLP ($61.20K).

Institutional investors have sold a total of 2,802,110 shares in the last 24 months. This volume of shares sold represents approximately $113.83M in transactions.


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This page (NYSEARCA:TAN) was last updated on 6/25/2026 by MarketBeat.com Staff.
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