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Invesco Solar ETF (TAN) Institutional Ownership

Invesco Solar ETF logo
$28.65 +0.93 (+3.35%)
As of 04/14/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$178.81M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$76.98M
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TAN Institutional Buying and Selling by Quarter

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Invesco Solar ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025 NBC Securities Inc.1,161$35K0.0%+116,000.0%0.005%
3/6/2025Kilter Group LLC6,501$215K0.1%N/A0.027%
2/18/2025GTS Securities LLC28,074$930K0.0%-222.9%0.117%
2/17/2025Toronto Dominion Bank44,100$1.46M0.0%N/A0.183%
2/17/2025Main Management LLC1,225$41K0.0%-32.1%0.005%
2/17/2025Lighthouse Investment Partners LLC10,000$331K0.0%N/A0.042%
2/17/2025Cetera Investment Advisers36,355$1.20M0.0%-12.0%0.151%
2/17/2025Balyasny Asset Management L.P.6,360$211K0.0%-98.0%0.026%
2/17/2025Bank of America Corp DE366,197$12.13M0.0%-44.4%1.520%
2/17/2025BNP Paribas Financial Markets63,481$2.10M0.0%-16.0%0.264%
2/17/2025Ameriprise Financial Inc.19,081$632K0.0%-36.0%0.079%
2/14/2025Gerber Kawasaki Wealth & Investment Management12,388$410K0.0%-57.3%0.051%
2/14/2025Two Sigma Securities LLC9,099$301K0.0%N/A0.038%
2/14/2025Integrated Wealth Concepts LLC7,936$263K0.0%-6.7%0.033%
2/14/2025IHT Wealth Management LLC27,318$905K0.0%N/A0.113%
2/14/2025Stifel Financial Corp26,468$877K0.0%-52.1%0.110%
2/13/2025Barclays PLC22,511$745K0.0%+289.5%0.093%
2/13/2025Scotia Capital Inc.106,649$3.53M0.0%-2.8%0.443%
2/13/2025Raymond James Financial Inc.32,119$1.06M0.0%N/A0.133%
2/13/2025Renaissance Technologies LLC20,100$666K0.0%N/A0.083%
2/13/2025Envestnet Asset Management Inc.17,412$577K0.0%-77.7%0.072%
2/13/2025Wedbush Securities Inc.6,658$221K0.0%-43.7%0.028%
2/12/2025OLD Mission Capital LLC95,603$3.17M0.0%N/A0.397%
2/12/2025National Bank of Canada FI237,466$7.87M0.0%-47.0%0.986%
2/12/2025Blair William & Co. IL8,436$279K0.0%-16.2%0.035%
2/12/2025Sava Infond d.o.o.4,000$132K0.0%N/A0.017%
2/11/2025Congress Wealth Management LLC DE120,919$4.01M0.1%-6.7%0.502%
2/11/2025LPL Financial LLC186,157$6.17M0.0%-5.2%0.773%
2/10/2025Harbour Investments Inc.2,788$92K0.0%-11.3%0.012%
2/10/2025Corient Private Wealth LLC15,887$526K0.0%-20.4%0.066%
2/10/2025Picton Mahoney Asset Management900$30K0.0%-30.8%0.004%
2/10/2025Commonwealth Equity Services LLC30,984$1.03M0.0%-17.5%0.129%
2/7/2025HighTower Advisors LLC10,231$339K0.0%-16.5%0.042%
2/7/2025Natural Investments LLC20,817$689K0.2%N/A0.086%
2/7/2025PNC Financial Services Group Inc.54,499$1.81M0.0%-4.5%0.226%
2/7/2025Welch & Forbes LLC8,600$285K0.0%-6.5%0.036%
2/6/2025Raymond James Financial Inc.32,119$1.06M0.0%N/A0.133%
2/6/2025Clal Insurance Enterprises Holdings Ltd2,040,000$67.57M0.6%-21.5%8.468%
2/5/2025US Bancorp DE4,662$154K0.0%-7.1%0.019%
2/5/2025Oppenheimer & Co. Inc.7,391$245K0.0%-33.3%0.031%
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2/5/2025Nwam LLC8,117$269K0.0%-17.5%0.034%
2/4/2025IFP Advisors Inc3,920$130K0.0%+14.4%0.016%
2/4/2025Union Bancaire Privee UBP SA915$31K0.0%N/A0.004%
2/3/2025Meitav Investment House Ltd.246,898$8.18M0.1%-0.3%1.025%
2/3/2025Private Advisor Group LLC14,642$485K0.0%-4.5%0.061%
1/31/2025Global Retirement Partners LLC1,117$37K0.0%+48.5%0.005%
1/31/2025Sanctuary Advisors LLC15,234$521K0.0%-11.3%0.063%
1/30/2025Vontobel Holding Ltd.22,607$749K0.0%+31.3%0.094%
1/29/2025Sycomore Asset Management6,500$215K0.0%N/A0.027%
1/28/2025Golden State Wealth Management LLC14,490$480K0.1%N/A0.060%
1/28/2025Migdal Insurance & Financial Holdings Ltd.1,330,000$44.05M0.6%N/A5.521%
1/28/2025Ledyard National Bank9,358$310K0.0%-14.0%0.039%
1/27/2025Hager Investment Management Services LLC11,492$381K0.2%N/A0.048%
1/24/2025Spire Wealth Management1,619$54K0.0%-40.8%0.007%
1/23/2025Strategic Wealth Investment Group LLC8,786$291K0.0%-7.3%0.036%
1/23/2025Money Design Co. Ltd.38,000$1.28M0.1%-14.0%0.158%
1/22/2025Perigon Wealth Management LLC8,365$290K0.0%N/A0.035%
1/22/2025Union Bancaire Privee UBP SA915$31K0.0%N/A0.004%
1/22/2025PFG Investments LLC65,628$2.17M0.1%-13.6%0.272%
1/21/2025Patriot Investment Management Group Inc.36,128$1.20M0.1%-1.6%0.150%
1/17/2025Mutual Advisors LLC9,214$320K0.0%-13.2%0.038%
1/17/2025Janney Montgomery Scott LLC7,200$238K0.0%-31.0%0.030%
1/17/2025SG Americas Securities LLC11,988$397K0.0%-88.1%0.050%
1/17/2025Albion Financial Group UT1,425$47K0.0%-38.6%0.006%
1/15/2025Trust Co. of Vermont26,540$879K0.0%-1.6%0.110%
1/14/2025 Cox Capital Mgt LLC22,006$729K0.5%N/A0.091%
12/26/2024JPMorgan Chase & Co.23,282$1.00M0.0%+52.5%0.097%
11/25/2024Sanctuary Advisors LLC17,181$741K0.0%-1.8%0.071%
11/19/2024Barclays PLC5,779$249K0.0%-88.7%0.024%
11/15/2024Barclays PLC5,779$249K0.0%-88.7%0.024%
11/15/2024Y Intercept Hong Kong Ltd23,963$1.03M0.1%N/A0.099%
11/15/2024MML Investors Services LLC11,057$477K0.0%-28.5%0.046%
11/15/2024National Bank of Canada FI447,803$19.31M0.0%+203.3%1.859%
11/15/2024Stifel Financial Corp55,278$2.38M0.0%-0.6%0.229%
11/15/2024Quadrature Capital Ltd22,457$969K0.0%N/A0.093%
11/15/2024Integrated Wealth Concepts LLC8,509$367K0.0%-4.2%0.035%
11/15/2024Atom Investors LP8,513$367K0.0%-17.1%0.035%
11/13/2024BNP Paribas Financial Markets75,546$3.26M0.0%-3.6%0.314%
11/12/2024Larson Financial Group LLC1,255$54K0.0%-57.4%0.005%
11/12/2024Clal Insurance Enterprises Holdings Ltd2,600,000$112.09M1.0%+205.9%10.793%
11/12/2024Nwam LLC9,840$424K0.0%N/A0.041%
11/8/2024PNC Financial Services Group Inc.57,078$2.46M0.0%-0.5%0.237%
11/7/2024LMR Partners LLP17,330$747K0.0%N/A0.072%
11/7/2024Corbyn Investment Management Inc. MD34,286$1.48M0.6%-34.8%0.142%
11/6/2024Oppenheimer & Co. Inc.11,084$478K0.0%+20.3%0.046%
10/29/2024Greenwich Wealth Management LLC28,344$1.22M0.1%-8.0%0.118%
10/28/2024US Bancorp DE5,019$216K0.0%-5.6%0.021%
10/28/2024Bank Hapoalim BM5,919$255K0.0%N/A0.025%
10/24/2024Strategic Wealth Investment Group LLC9,483$405K0.0%-77.2%0.039%
10/24/2024Wealth Enhancement Advisory Services LLC17,743$765K0.0%+248.2%0.074%
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10/24/2024PFG Investments LLC75,917$3.27M0.2%+9.4%0.315%
10/23/2024Allworth Financial LP820$35K0.0%-37.7%0.003%
10/22/2024Private Advisor Group LLC15,329$661K0.0%+2.2%0.064%
10/21/2024Ledyard National Bank10,885$469K0.0%-13.5%0.045%
10/16/2024Vontobel Holding Ltd.17,222$742K0.0%+8.4%0.071%
10/10/2024Carnegie Investment Counsel90,497$3.90M0.1%-19.8%0.376%
10/9/2024Money Design Co. Ltd.44,162$1.90M0.1%-10.9%0.183%
10/8/2024CWM LLC11,106$479K0.0%+35.1%0.046%
10/3/2024SG Americas Securities LLC100,710$4.34M0.0%-3.9%0.418%
9/5/2024Sanctuary Advisors LLC17,499$713K0.0%N/A0.073%
(Data available from 1/1/2016 forward)

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TAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAN shares?

During the previous two years, 236 institutional investors and hedge funds held shares of Invesco Solar ETF. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($67.57M), Migdal Insurance & Financial Holdings Ltd. ($44.05M), Jane Street Group LLC ($20.60M), Electron Capital Partners LLC ($17.98M), Main Management ETF Advisors LLC ($13.39M), Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD ($12.77M), and Bank of America Corp DE ($12.13M).Learn more on TAN's institutional investors.

Which institutional investors have been buying Invesco Solar ETF stock?

Of the 165 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 ($3.97M), Migdal Insurance & Financial Holdings Ltd. ($2.43M), National Bank of Canada FI ($674.16K), Meitav Investment House Ltd. ($183.94K), Gemmer Asset Management LLC ($170.83K), OLD Mission Capital LLC ($161.95K), and Jane Street Group LLC ($145.63K).

How much institutional buying is happening at Invesco Solar ETF?

Institutional investors have bought a total of 10,406,778 shares in the last 24 months. This purchase volume represents approximately $515.98M in transactions.

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

Of the 129 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: National Bank of Canada FI ($596.21K), Clal Insurance Enterprises Holdings Ltd ($560K), Balyasny Asset Management L.P. ($318.26K), Bank of America Corp DE ($292.38K), LPL Financial LLC ($162.24K), SG Americas Securities LLC ($128.38K), and Private Advisor Group LLC ($119.29K).

How much institutional selling is happening at Invesco Solar ETF?

Institutional investors have sold a total of 3,685,923 shares in the last 24 months. This volume of shares sold represents approximately $168.58M in transactions.



This page (NYSEARCA:TAN) was last updated on 4/15/2025 by MarketBeat.com Staff
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