Invesco Solar ETF (TAN) Institutional Ownership

$39.79
-0.52 (-1.29%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$337.09M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$91.81M
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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
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%
3/22/2024PNC Financial Services Group Inc.61,502$3.28M0.0%+0.8%0.210%
3/15/2024B. Riley Wealth Advisors Inc.5,441$290K0.0%N/A0.019%
3/8/2024Trust Co. of Vermont29,017$1.55M0.1%-18.2%0.099%
2/21/2024Garde Capital Inc.1,900$101K0.0%N/A0.006%
2/15/2024Coatue Management LLC47,291$2.52M0.0%N/A0.161%
2/14/2024Verition Fund Management LLC117,402$6.26M0.0%N/A0.401%
2/14/2024Westwood Holdings Group Inc.7,500$400K0.0%N/A0.026%
2/14/2024Clal Insurance Enterprises Holdings Ltd4,200,000$224.07M2.9%+110.9%14.339%
2/14/2024Prudential PLC52,610$2.81M0.0%+37.7%0.180%
2/12/2024Edmond DE Rothschild Holding S.A.4,731$252K0.0%-45.9%0.016%
2/12/2024Parallel 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%
2/9/2024Sand Hill Global Advisors LLC5,176$276K0.0%N/A0.018%
2/9/2024 IMC Chicago LLC92,655$4.94M0.0%-4.7%0.316%
2/9/2024Corient Private Wealth LLC17,493$933K0.0%+11.6%0.060%
2/9/2024Gladstone Institutional Advisory LLC5,286$282K0.0%+9.1%0.018%
2/9/2024PNC Financial Services Group Inc.61,502$3.28M0.0%+0.8%0.210%
2/8/2024Anthracite 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%
2/8/2024Janney Montgomery Scott LLC29,802$1.59M0.0%-57.2%0.102%
2/8/2024Fagan Associates Inc.15,576$831K0.2%-4.7%0.053%
2/7/2024Avantax Advisory Services Inc.10,861$579K0.0%+27.0%0.037%
2/7/2024BNP Paribas Financial Markets84,262$4.50M0.0%+22.5%0.288%
2/7/2024Principal Securities Inc.2,449$131K0.0%N/A0.008%
2/7/2024Concourse Financial Group Securities Inc.1,722$92K0.0%-17.0%0.006%
2/6/2024Picton Mahoney Asset Management2,000$107K0.0%-13.0%0.007%
2/6/2024Private Advisor Group LLC133,597$7.13M0.1%+1.5%0.456%
2/6/2024 Spire Wealth Management7,238$386K0.0%+25.7%0.025%
2/6/2024National Bank of Canada FI45,296$2.36M0.0%-89.4%0.155%
2/5/2024Triumph Capital Management6,000$320K0.1%N/A0.020%
2/5/2024Ledyard National Bank22,290$1.19M0.1%-2.9%0.076%
2/5/2024Investment House LLC5,030$268K0.0%N/A0.017%
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2/5/2024Flaharty Asset Management LLC14,711$785K0.1%-4.8%0.050%
2/2/2024Raab & Moskowitz Asset Management LLC4,429$236K0.1%N/A0.015%
2/2/2024Truist Financial Corp23,206$1.24M0.0%-1.5%0.079%
2/2/2024Simplex Trading LLC89,043$4.75M0.0%+219.5%0.304%
2/2/2024Tandem Capital Management Corp ADV4,350$232K0.1%-10.3%0.015%
2/2/2024Corbyn 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%
2/2/2024Sycomore Asset Management2,100$113K0.0%N/A0.007%
2/2/2024Atria Wealth Solutions Inc.7,725$412K0.0%-16.5%0.026%
2/1/2024Larson Financial Group LLC3,028$162K0.0%-13.1%0.010%
2/1/2024Greenwich Wealth Management LLC38,157$2.04M0.2%+0.7%0.130%
2/1/2024 CWM LLC4,355$232K0.0%-16.6%0.015%
1/31/2024J.W. Cole Advisors Inc.6,607$352K0.0%N/A0.023%
1/31/2024Migdal Insurance & Financial Holdings Ltd.1,104,500$58.93M1.2%+73,533.3%3.771%
1/30/2024Canton Hathaway LLC14,055$750K0.2%-13.1%0.048%
1/30/2024CTC Alternative Strategies Ltd.15,700$838K1.7%N/A0.054%
1/30/2024Elmwood Wealth Management Inc.7,205$384K0.3%-52.7%0.025%
1/30/2024Carnegie Capital Asset Management LLC162,417$8.67M0.3%+3.2%0.555%
1/30/2024Vontobel Holding Ltd.14,214$758K0.0%+19.6%0.049%
1/29/2024Consolidated Portfolio Review Corp5,755$307K0.1%-6.5%0.020%
1/29/2024RPG Investment Advisory LLC5,069$270K0.0%+8.2%0.017%
1/29/2024Meitav Investment House Ltd.247,548$13.21M0.2%+0.2%0.845%
1/29/2024Cook Wealth Management Group LLC5,087$271K0.2%-13.4%0.017%
1/29/2024Money 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%
1/24/2024Mirae Asset Global Investments Co. Ltd.23,700$1.26M0.0%N/A0.081%
1/24/2024Allworth 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%
1/16/2024Strategic Wealth Investment Group LLC12,630$674K0.1%+10.0%0.043%
1/12/2024Mutual Advisors LLC36,507$1.95M0.1%-7.9%0.125%
1/12/2024 CX Institutional15,079$804K0.0%-64.7%0.051%
1/12/2024 Westside Investment Management Inc.4,181$223K0.1%+56.1%0.014%
1/9/2024 Key Client Fiduciary Advisors LLC4,912$262K0.2%-4.9%0.017%
1/9/2024 Purus Wealth Management LLC8,691$464K0.3%-5.0%0.030%
1/2/2024Anchor Investment Management LLC3,775$201K0.0%N/A0.013%
12/11/2023Headinvest LLC1,450$72K0.0%N/A0.005%
11/30/2023Modera Wealth Management LLC39,520$2.05M0.0%N/A0.135%
11/27/2023Trust Co. of Vermont35,458$1.84M0.1%-0.8%0.121%
11/22/2023Verity Asset Management Inc.10,572$548K0.4%+11.7%0.036%
11/21/2023Invst LLC8,929$462K0.1%-4.3%0.030%
11/16/2023 Westside Investment Management Inc.2,678$139K0.0%-8.5%0.009%
11/16/2023Greenwood Gearhart Inc.138,214$7.16M0.8%+6.7%0.472%
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Find out why right here (and see what you can do to get in too with just a few dollars).
11/16/2023Elmwood Wealth Management Inc.15,241$789K0.4%N/A0.052%
11/15/2023Scotia Capital Inc.9,087$471K0.0%-54.4%0.031%
11/15/2023 Key Client Fiduciary Advisors LLC5,165$267K0.2%-11.7%0.018%
11/14/2023MBB Public Markets I LLC34,953$1.81M0.1%+29.5%0.119%
11/13/2023Consolidated Portfolio Review Corp6,154$319K0.1%+5.0%0.021%
11/13/2023Mariner LLC15,724$814K0.0%+5.1%0.054%
11/13/2023LPL Financial LLC239,628$12.41M0.0%-22.3%0.818%
11/13/2023Bramshill Investments LLC19,254$997K0.1%N/A0.066%
11/13/2023Envestnet Asset Management Inc.59,467$3.08M0.0%+20.8%0.203%
11/13/2023Prudential PLC38,210$1.98M0.0%N/A0.130%
(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, 293 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), LMR Partners LLP ($20.24M), Royal Bank of Canada ($13.61M), and Main Management ETF Advisors LLC ($13.39M).Learn more on TAN's institutional investors.

Which institutional investors have been buying Invesco Solar ETF stock?

Of the 246 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 ($468.70K), Meitav Dash Investments Ltd. ($328.54K), Meitav Investment House Ltd. ($183.94K), and Noked Israel Ltd ($181.54K).

How much institutional buying is happening at Invesco Solar ETF?

Institutional investors have bought a total of 10,683,970 shares in the last 24 months. This purchase volume represents approximately $690.99M in transactions.

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

Of the 168 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: Clal Insurance Enterprises Holdings Ltd ($1.56M), 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 ($249.73K), Gerber Kawasaki Wealth & Investment Management ($154.58K), and Citigroup Inc. ($153.39K).

How much institutional selling is happening at Invesco Solar ETF?

Institutional investors have sold a total of 6,323,194 shares in the last 24 months. This volume of shares sold represents approximately $446.14M in transactions.


This page (NYSEARCA:TAN) was last updated on 4/26/2024 by MarketBeat.com Staff

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