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Invesco Solar ETF (TAN) Institutional Ownership

Invesco Solar ETF logo
$52.80 +1.55 (+3.02%)
As of 09:53 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Solar ETF (NYSEARCA:TAN)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$550.00M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$112.11M
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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
7/9/2026 Ehrlich Financial Group11,176$661K0.3%-13.8%0.038%
6/18/2026Western Wealth Management LLC4,861$271K0.0%N/A0.018%
6/18/2026Wealth High Governance Capital Ltda70,165$3.91M1.2%-70.0%0.255%
6/18/2026Wealth 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%
5/19/2026Western Wealth Management LLC4,861$271K0.0%N/A0.018%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada99,308$5.53M0.0%+5.8%0.361%
5/18/2026Empowered Funds LLC32,310$1.80M0.0%N/A0.117%
5/14/2026Hilltop Holdings Inc.45,925$2.56M0.2%N/A0.167%
5/13/2026Cetera Investment Advisers42,946$2.39M0.0%+14.7%0.156%
5/13/2026NewEdge Wealth LLC4,068$227K0.0%N/A0.015%
5/12/2026Barometer Capital Management Inc.8,600$479K0.2%N/A0.031%
5/12/2026Clal 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%
5/6/2026Watershed Asset Management L.L.C.36,000$2.01M2.1%N/A0.131%
5/5/2026Wealthfront Advisers LLC9,620$536K0.0%+17.2%0.035%
5/5/2026NFSG Corp1,000$56K0.0%N/A0.004%
5/5/2026Advisors 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%
4/29/2026Integrated 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%
4/24/2026Essex 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%
4/16/2026SG Americas Securities LLC4,290$239K0.0%-95.1%0.016%
3/20/2026Purpose Unlimited Inc.10,657$522K0.0%N/A0.042%
3/9/2026Corient Private Wealth LLC15,539$763K0.0%-3.1%0.061%
3/2/2026Sankala Group LLC1,467$72K0.1%N/A0.006%
2/19/2026Corient Private Wealth LLC15,539$763K0.0%-3.1%0.061%
2/18/2026Mercer Global Advisors Inc. ADV22,178$1.09M0.0%N/A0.087%
2/18/2026 Obsidian Cio LLC3,164$155K0.2%N/A0.012%
2/18/2026Millennium Management LLC21,201$1.04M0.0%-93.8%0.083%
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2/18/2026IHT Wealth Management LLC18,951$931K0.0%-8.7%0.074%
2/18/2026Balyasny Asset Management L.P.40,717$2M0.0%-143.5%0.159%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.7,057$349K0.0%+50.0%0.028%
2/17/2026EFG International AG1,566$77K0.0%N/A0.006%
2/17/2026Cetera Investment Advisers37,447$1.84M0.0%+17.6%0.147%
2/17/2026Equitable Holdings Inc.17,122$841K0.0%+16.6%0.067%
2/17/2026Osaic Holdings Inc.88,249$4.34M0.0%+0.9%0.346%
2/17/2026Advisory 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%
2/17/2026Blair William & Co. IL2,114$104K0.0%-15.4%0.008%
2/17/2026Royal Bank of Canada93,865$4.61M0.0%+69.3%0.368%
2/16/2026Sargent Investment Group LLC4,200$206K0.0%N/A0.016%
2/16/2026MML Investors Services LLC9,323$458K0.0%N/A0.037%
2/16/2026Mariner LLC8,626$424K0.0%+15.5%0.034%
2/16/2026Arax Advisory Partners6,098$300K0.0%N/A0.024%
2/13/2026 Kestra Advisory Services LLC9,893$486K0.0%-16.2%0.039%
2/13/2026Stifel Financial Corp19,461$956K0.0%+3.2%0.076%
2/13/2026Commerce Bank4,979$245K0.0%N/A0.020%
2/13/2026Integrated Wealth Concepts LLC6,089$299K0.0%-24.6%0.024%
2/13/2026FirstWave 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%
2/13/2026Wells Fargo & Company MN90,473$4.44M0.0%-3.0%0.354%
2/13/2026Gerber Kawasaki Wealth & Investment Management5,968$293K0.0%+15.6%0.023%
2/12/2026Federation des caisses Desjardins du Quebec9,970$490K0.0%-8.2%0.039%
2/12/2026HRT Financial LP51,724$2.54M0.0%N/A0.203%
2/12/2026 Commonwealth Equity Services LLC39,134$1.92M0.0%-9.3%0.153%
2/12/2026Marex 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%
2/11/2026LPL Financial LLC304,400$14.95M0.0%+38.2%1.192%
2/11/2026JPMorgan Chase & Co.359,238$17.65M0.0%+513.4%1.407%
2/11/2026 Parallel Advisors LLC566$28K0.0%N/A0.002%
2/10/2026Cibc World Market Inc.6,592$324K0.0%+8.6%0.026%
2/10/2026Goldman Sachs Group Inc.138,887$6.82M0.0%+1.9%0.544%
2/10/2026BW Gestao de Investimentos Ltda.233,843$11.49M0.3%N/A0.916%
2/10/2026Black Swift Group LLC47,239$2.32M0.4%-43.6%0.185%
2/10/2026Operose Advisors LLC1,798$88K0.0%N/A0.007%
2/10/2026Northwestern Mutual Wealth Management Co.6,402$314K0.0%+38.0%0.025%
2/10/2026Moors & Cabot Inc.5,175$254K0.0%-8.8%0.020%
2/10/2026Foundations 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%
2/6/2026PNC 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%
2/5/2026AlphaCore Capital LLC1,431$70K0.0%N/A0.006%
2/5/2026Northwestern Mutual Wealth Management Co.4,423,380$217.28M0.1%+95,252.0%17.326%
2/5/2026WHI TRUST Co LLC2,456$121K0.1%N/A0.010%
2/5/2026Allworth Financial LP533$26K0.0%-39.2%0.002%
2/4/2026 West Tower Group LLC5,500$270K0.6%N/A0.022%
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2/4/2026Trek Financial LLC320,763$15.76M0.9%-13.5%1.306%
2/4/2026 Nwam LLC54,899$2.91M0.2%+226.2%0.223%
2/3/2026Maxi Investments CY Ltd22,950$1.13M0.2%N/A0.093%
2/3/2026 SBI Securities Co. Ltd.553$27K0.0%+62.2%0.002%
2/2/2026Mutual Advisors LLC5,809$285K0.0%-15.4%0.024%
1/30/2026Verity Asset Management Inc.15,980$785K0.3%+5.4%0.068%
1/30/2026Wealth High Governance Capital Ltda366,157$17.99M3.4%N/A1.561%
1/30/2026Wealthfront Advisers LLC8,209$403K0.0%+18.9%0.035%
1/29/2026Comerica Bank2,222$109K0.0%+77.5%0.010%
1/29/2026UBS Group AG97,114$4.77M0.0%-28.1%0.433%


TAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 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 152 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 11,247,169 shares in the last 24 months. This purchase volume represents approximately $550.00M in transactions.

Of the 41 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 2,750,490 shares in the last 24 months. This volume of shares sold represents approximately $112.11M in transactions.


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Institutional ownership data for NYSEARCA:TAN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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