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Invesco Solar ETF (TAN) Institutional Ownership

$42.69
+0.61 (+1.45%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$306.53M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$72.64M
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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
7/26/2024Cambridge Investment Research Advisors Inc.34,565$1.39M0.0%+18.1%0.143%
7/22/2024 Carnegie Investment Counsel112,874$4.54M0.1%-20.4%0.469%
7/22/2024 Harel Insurance Investments & Financial Services Ltd.5,620$236K0.0%+360.7%0.023%
7/12/2024 SG Americas Securities LLC104,774$4.21M0.0%+217.7%0.435%
7/12/2024 Berkshire Bank18,741$754K0.2%-9.9%0.078%
7/9/2024 Trust Co. of Vermont27,088$1.09M0.1%-9.6%0.112%
7/9/2024 Mather Group LLC.715$29K0.0%N/A0.003%
7/1/2024 Bank of New Hampshire2,220$89K0.0%-17.7%0.009%
5/28/2024Verity Asset Management Inc.13,898$631K0.4%+24.7%0.058%
5/24/2024Cetera Investment Advisers50,423$2.29M0.0%+85.5%0.209%
5/16/2024Jane Street Group LLC454,032$20.60M0.0%+47.2%1.885%
5/15/2024Gendell Jeffrey L20,000$907K0.0%N/A0.083%
5/15/2024Quadrature Capital Ltd38,691$1.76M0.0%N/A0.161%
5/14/2024CreativeOne Wealth LLC5,477$249K0.0%N/A0.023%
5/9/2024Blair William & Co. IL16,830$764K0.0%-32.6%0.070%
5/9/2024Picton Mahoney Asset Management1,300$59K0.0%-35.0%0.005%
5/9/2024Ledyard National Bank20,559$933K0.1%-7.8%0.085%
5/9/2024SageView Advisory Group LLC20,924$949K0.0%N/A0.087%
5/8/2024Edmond DE Rothschild Holding S.A.2,347$106K0.0%-50.4%0.010%
5/8/2024Avantax Advisory Services Inc.10,167$461K0.0%-6.4%0.042%
5/7/2024RPG Investment Advisory LLC5,729$260K0.0%+13.0%0.024%
5/7/2024Oppenheimer & Co. Inc.12,248$556K0.0%+11.8%0.051%
5/7/2024 SG Americas Securities LLC32,974$1.50M0.0%N/A0.137%
5/7/2024Corbyn Investment Management Inc. MD58,000$2.63M1.2%-1.5%0.241%
5/2/2024Mutual 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%
5/1/2024BNP Paribas Financial Markets94,903$4.31M0.0%+12.6%0.336%
5/1/2024Mirae Asset Global Investments Co. Ltd.37,600$1.71M0.0%+58.6%0.133%
4/30/2024Private 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%
4/29/2024Sycomore 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%
4/22/2024PFG Investments LLC66,967$3.04M0.2%+14.6%0.237%
4/22/2024Altfest 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%
4/12/2024Purus Wealth Management LLC8,125$369K0.2%-6.5%0.028%
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4/10/2024 Bank of New Hampshire2,696$122K0.0%-18.0%0.009%
4/10/2024Banque 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%
3/8/2024 Trust Co. of Vermont29,017$1.55M0.1%-18.2%0.099%
2/21/2024Garde Capital Inc.1,900$101K0.0%N/A0.006%
2/15/2024Coatue 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%
2/9/2024Cambridge 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%
2/8/2024 Janney 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%
2/7/2024 Concourse 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%
2/6/2024Spire 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%
2/5/2024 Investment House LLC5,030$268K0.0%N/A0.017%
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%
2/2/2024 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%
2/2/2024Corbyn 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%
2/2/2024 Atria 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%
1/30/2024 Canton Hathaway LLC14,055$750K0.2%-13.1%0.048%
1/30/2024CTC Alternative Strategies Ltd.15,700$838K1.7%N/A0.054%
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1/30/2024Elmwood 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%
1/30/2024Vontobel 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%
1/25/2024International 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%
(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, 281 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 232 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 9,918,131 shares in the last 24 months. This purchase volume represents approximately $620.46M 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), UBS Group AG ($144.92K), and Raymond James Financial Services Advisors Inc. ($103.67K).

How much institutional selling is happening at Invesco Solar ETF?

Institutional investors have sold a total of 4,279,447 shares in the last 24 months. This volume of shares sold represents approximately $288.78M in transactions.


This page (NYSEARCA:TAN) was last updated on 7/26/2024 by MarketBeat.com Staff

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