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Invesco Solar ETF (TAN) Institutional Ownership

-1.06 (-2.27%)
(As of 12:15 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco Solar ETF (NYSEARCA:TAN)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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TAN Institutional Buying and Selling by Quarter

Invesco Solar ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC454,032$20.60M0.0%+47.2%1.885%
5/15/2024 Gendell Jeffrey L20,000$907K0.0%N/A0.083%
5/15/2024 Quadrature Capital Ltd38,691$1.76M0.0%N/A0.161%
5/14/2024 CreativeOne Wealth LLC5,477$249K0.0%N/A0.023%
5/9/2024 Blair William & Co. IL16,830$764K0.0%-32.6%0.070%
5/9/2024 Picton Mahoney Asset Management1,300$59K0.0%-35.0%0.005%
5/9/2024 Ledyard National Bank20,559$933K0.1%-7.8%0.085%
5/9/2024 SageView Advisory Group LLC20,924$949K0.0%N/A0.087%
5/8/2024 Edmond DE Rothschild Holding S.A.2,347$106K0.0%-50.4%0.010%
5/8/2024 Avantax Advisory Services Inc.10,167$461K0.0%-6.4%0.042%
5/7/2024 RPG Investment Advisory LLC5,729$260K0.0%+13.0%0.024%
5/7/2024 Oppenheimer & Co. Inc.12,248$556K0.0%+11.8%0.051%
5/7/2024 SG Americas Securities LLC32,974$1.50M0.0%N/A0.137%
5/7/2024 Corbyn Investment Management Inc. MD58,000$2.63M1.2%-1.5%0.241%
5/2/2024 Mutual Advisors LLC37,544$1.70M0.1%+2.8%0.156%
5/2/2024 FinTrust Capital Advisors LLC2,128$97K0.0%+77.3%0.009%
5/2/2024 Family Firm Inc.15,621$709K0.2%+8.2%0.065%
5/1/2024 Janney Montgomery Scott LLC18,079$820K0.0%-39.3%0.064%
5/1/2024 BNP Paribas Financial Markets94,903$4.31M0.0%+12.6%0.336%
5/1/2024 Mirae Asset Global Investments Co. Ltd.37,600$1.71M0.0%+58.6%0.133%
4/30/2024 Private Advisor Group LLC96,447$4.38M0.0%-27.8%0.341%
4/29/2024Commonwealth Equity Services LLC48,781$2.21M0.0%-27.9%0.173%
4/29/2024 Sycomore Asset Management3,600$165K0.0%+71.4%0.013%
4/26/2024 Carr Financial Group Corp28,672$1.30M0.4%N/A0.101%
4/24/2024 Berkshire Bank20,803$944K0.2%-15.5%0.074%
4/23/2024 Raymond James Financial Services Advisors Inc.31,581$1.43M0.0%-35.8%0.112%
4/22/2024 PFG Investments LLC66,967$3.04M0.2%+14.6%0.237%
4/22/2024 Altfest L J & Co. Inc.30,280$1.37M0.2%-33.0%0.107%
4/15/2024 Key Client Fiduciary Advisors LLC4,547$206K0.1%-7.4%0.016%
4/12/2024 Purus Wealth Management LLC8,125$369K0.2%-6.5%0.028%
4/10/2024 Bank of New Hampshire2,696$122K0.0%-18.0%0.009%
4/10/2024 Banque Cantonale Vaudoise11,090$503K0.0%-10.9%0.038%
3/22/2024 PNC Financial Services Group Inc.61,502$3.28M0.0%+0.8%0.210%
3/15/2024 B. Riley Wealth Advisors Inc.5,441$290K0.0%N/A0.019%
3/8/2024 Trust Co. of Vermont29,017$1.55M0.1%-18.2%0.099%
2/21/2024Garde Capital Inc.1,900$101K0.0%N/A0.006%
2/15/2024 Coatue Management LLC47,291$2.52M0.0%N/A0.161%
2/14/2024 Verition Fund Management LLC117,402$6.26M0.0%N/A0.401%
2/14/2024 Westwood Holdings Group Inc.7,500$400K0.0%N/A0.026%
2/14/2024 Clal Insurance Enterprises Holdings Ltd4,200,000$224.07M2.9%+110.9%14.339%
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2/14/2024 Prudential PLC52,610$2.81M0.0%+37.7%0.180%
2/12/2024 Edmond DE Rothschild Holding S.A.4,731$252K0.0%-45.9%0.016%
2/12/2024 Parallel Advisors LLC1,041$56K0.0%-22.5%0.004%
2/9/2024 Cambridge Investment Research Advisors Inc.27,863$1.49M0.0%-6.2%0.095%
2/9/2024 Sand Hill Global Advisors LLC5,176$276K0.0%N/A0.018%
2/9/2024 IMC Chicago LLC92,655$4.94M0.0%-4.7%0.316%
2/9/2024 Corient Private Wealth LLC17,493$933K0.0%+11.6%0.060%
2/9/2024 Gladstone Institutional Advisory LLC5,286$282K0.0%+9.1%0.018%
2/9/2024 PNC Financial Services Group Inc.61,502$3.28M0.0%+0.8%0.210%
2/8/2024 Anthracite Investment Company Inc.53,230$2.84M1.6%N/A0.182%
2/8/2024Verity Asset Management Inc.11,149$595K0.4%+5.5%0.038%
2/8/2024 Janney Montgomery Scott LLC29,802$1.59M0.0%-57.2%0.102%
2/8/2024 Fagan Associates Inc.15,576$831K0.2%-4.7%0.053%
2/7/2024 Avantax Advisory Services Inc.10,861$579K0.0%+27.0%0.037%
2/7/2024 BNP Paribas Financial Markets84,262$4.50M0.0%+22.5%0.288%
2/7/2024 Principal Securities Inc.2,449$131K0.0%N/A0.008%
2/7/2024 Concourse Financial Group Securities Inc.1,722$92K0.0%-17.0%0.006%
2/6/2024 Picton Mahoney Asset Management2,000$107K0.0%-13.0%0.007%
2/6/2024 Private Advisor Group LLC133,597$7.13M0.1%+1.5%0.456%
2/6/2024 Spire Wealth Management7,238$386K0.0%+25.7%0.025%
2/6/2024 National Bank of Canada FI45,296$2.36M0.0%-89.4%0.155%
2/5/2024 Triumph Capital Management6,000$320K0.1%N/A0.020%
2/5/2024 Ledyard National Bank22,290$1.19M0.1%-2.9%0.076%
2/5/2024 Investment House LLC5,030$268K0.0%N/A0.017%
2/5/2024 Flaharty Asset Management LLC14,711$785K0.1%-4.8%0.050%
2/2/2024 Raab & Moskowitz Asset Management LLC4,429$236K0.1%N/A0.015%
2/2/2024 Truist Financial Corp23,206$1.24M0.0%-1.5%0.079%
2/2/2024 Simplex Trading LLC89,043$4.75M0.0%+219.5%0.304%
2/2/2024 Tandem Capital Management Corp ADV4,350$232K0.1%-10.3%0.015%
2/2/2024 Corbyn Investment Management Inc. MD58,865$3.14M1.5%-11.9%0.201%
2/2/2024 Bank of New Hampshire3,286$175K0.0%-8.7%0.011%
2/2/2024 Sycomore Asset Management2,100$113K0.0%N/A0.007%
2/2/2024 Atria Wealth Solutions Inc.7,725$412K0.0%-16.5%0.026%
2/1/2024 Larson Financial Group LLC3,028$162K0.0%-13.1%0.010%
2/1/2024 Greenwich Wealth Management LLC38,157$2.04M0.2%+0.7%0.130%
2/1/2024 CWM LLC4,355$232K0.0%-16.6%0.015%
1/31/2024 J.W. Cole Advisors Inc.6,607$352K0.0%N/A0.023%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.1,104,500$58.93M1.2%+73,533.3%3.771%
1/30/2024 Canton Hathaway LLC14,055$750K0.2%-13.1%0.048%
1/30/2024 CTC Alternative Strategies Ltd.15,700$838K1.7%N/A0.054%
1/30/2024 Elmwood Wealth Management Inc.7,205$384K0.3%-52.7%0.025%
1/30/2024 Carnegie Capital Asset Management LLC162,417$8.67M0.3%+3.2%0.555%
1/30/2024 Vontobel Holding Ltd.14,214$758K0.0%+19.6%0.049%
1/29/2024 Consolidated Portfolio Review Corp5,755$307K0.1%-6.5%0.020%
1/29/2024 RPG Investment Advisory LLC5,069$270K0.0%+8.2%0.017%
1/29/2024 Meitav Investment House Ltd.247,548$13.21M0.2%+0.2%0.845%
1/29/2024 Cook Wealth Management Group LLC5,087$271K0.2%-13.4%0.017%
1/29/2024 Money Design Co. Ltd.64,376$3.43M0.2%-24.8%0.220%
1/25/2024 International Assets Investment Management LLC27,102$1.45M0.0%N/A0.093%
1/24/2024 Mirae Asset Global Investments Co. Ltd.23,700$1.26M0.0%N/A0.081%
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1/24/2024 Allworth Financial LP1,580$84K0.0%+52.5%0.005%
1/24/2024 International Assets Investment Management LLC27,102$1.45M0.0%N/A0.093%
1/23/2024 Lake Hills Wealth Management LLC35,291$1.88M1.9%N/A0.120%
1/22/2024 Berkshire Bank24,630$1.31M0.3%-10.5%0.084%
1/19/2024 Fifth Third Bancorp2,651$141K0.0%-29.2%0.009%
1/18/2024 GenTrust LLC100,950$5.39M0.4%N/A0.345%
1/18/2024 Altfest L J & Co. Inc.45,178$2.41M0.3%+32.0%0.154%
1/17/2024 PFG Investments LLC58,437$3.12M0.6%+70.7%0.200%
1/16/2024 Raymond James Financial Services Advisors Inc.49,185$2.62M0.0%+12.1%0.168%
1/16/2024 Raymond James & Associates28,196$1.50M0.0%-12.0%0.096%
(Data available from 1/1/2016 forward)

TAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAN shares?

During the previous two years, 284 institutional investors and hedge funds held shares of Invesco Solar ETF. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($224.07M), Migdal Insurance & Financial Holdings Ltd. ($58.93M), Bank of America Corp DE ($55.83M), Discovery Capital Management LLC CT ($39.14M), Jane Street Group LLC ($20.60M), LMR Partners LLP ($20.24M), and Royal Bank of Canada ($13.61M).Learn more on TAN's institutional investors.

Which institutional investors have been buying Invesco Solar ETF stock?

Of the 236 institutional investors that purchased Invesco Solar ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($3.02M), Migdal Insurance & Financial Holdings Ltd. ($1.10M), Discovery Capital Management LLC CT ($548.20K), National Bank of Canada FI ($462.83K), Meitav Investment House Ltd. ($183.94K), Noked Israel Ltd ($181.54K), and Gemmer Asset Management LLC ($170.83K).

How much institutional buying is happening at Invesco Solar ETF?

Institutional investors have bought a total of 9,980,358 shares in the last 24 months. This purchase volume represents approximately $628.16M in transactions.

Which Invesco Solar ETF major shareholders have been selling company stock?

Of the 158 institutional investors that sold Invesco Solar ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meitav Dash Investments Ltd. ($732.79K), National Bank of Canada FI ($525.37K), LPL Financial LLC ($337.90K), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($161.09K), Gerber Kawasaki Wealth & Investment Management ($154.58K), Private Advisor Group LLC ($154.08K), and UBS Group AG ($144.92K).

How much institutional selling is happening at Invesco Solar ETF?

Institutional investors have sold a total of 4,382,913 shares in the last 24 months. This volume of shares sold represents approximately $297.25M in transactions.

This page (NYSEARCA:TAN) was last updated on 5/23/2024 by Staff

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