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TAN Institutional Ownership

Invesco Solar ETF
1W: +0.1% 1M: -6.7% 3M: -23.4% YTD: -14.5% 1Y: -2.2% 3Y: -14.2% 5Y: -44.9%
$44.05
+0.98 (+2.28%)
 
Weekly Expected Move ±4.8%
$40 $42 $44 $46 $48
ETF AMEX · AUM $1.1B

Institutional Ownership — TAN

289
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
859M
Total Invested
45
New Positions
70
Increased
91
Reduced
44
Closed
0.73
Put/Call Ratio

Ownership Trends

Top Institutional Holders (309 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 4,963,053 219M +1,007,573 +25.5% 33Q SEC ↗
2 Clal Insurance Enterprises Holdings Lt 2,580,400 114M +800,000 +44.9% 2Q SEC ↗
3 MORGAN STANLEY 688,518 30M +246,235 +55.7% 33Q SEC ↗
4 UBS Group AG 636,079 28M +458,262 +257.7% 33Q SEC ↗
5 JANE STREET GROUP, LLC 583,523 26M +504,500 +638.4% 3Q SEC ↗
6 D. E. Shaw & Co., Inc. NEW 371,304 16M — +0.0% 1Q SEC ↗
7 Humankind Investments LLC 326,500 14M +117,500 +56.2% 2Q SEC ↗
8 LPL Financial LLC 320,823 14M +12,925 +4.2% 33Q SEC ↗
9 BANK OF AMERICA CORP /DE 305,140 13M -20,216 -6.2% 15Q SEC ↗
10 AE Wealth Management LLC 247,534 11M +38,533 +18.4% 7Q SEC ↗
11 Lake Hills Wealth Management, LLC 215,589 9M +84,121 +64.0% 2Q SEC ↗
12 Decker Retirement Planning Inc. 212,823 9M +37,894 +21.7% 2Q SEC ↗
13 KINGDON CAPITAL MANAGEMENT, L.L.C. NEW 175,000 8M — +0.0% 1Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 135,332 6M -27,105 -16.7% 2Q SEC ↗
15 ROYAL BANK OF CANADA 125,060 6M +25,752 +25.9% 33Q SEC ↗
16 WELLS FARGO & COMPANY/MN 118,317 5M +17,583 +17.5% 33Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC 113,075 5M +71,345 +171.0% 33Q SEC ↗
18 NTV Asset Management LLC 106,419 5M +27,215 +34.4% 3Q SEC ↗
19 Private Advisor Group, LLC 101,597 4M +1,613 +1.6% 4Q SEC ↗
20 Cambridge Investment Research Advisors 101,353 4M -120 -0.1% 25Q SEC ↗
21 RAYMOND JAMES FINANCIAL INC 92,980 4M +11,738 +14.4% 7Q SEC ↗
22 OSAIC HOLDINGS, INC. 92,840 4M +3,508 +3.9% 26Q SEC ↗
23 Graham Capital Management, L.P. NEW 90,500 4M — +0.0% 1Q SEC ↗
24 GOLDMAN SACHS GROUP INC 85,947 4M +63,423 +281.6% 15Q SEC ↗
25 Qube Research & Technologies Ltd NEW 69,033 3M — +0.0% 1Q SEC ↗
26 DAVENPORT & Co LLC 67,400 3M +405 +0.6% 2Q SEC ↗
27 Hilltop Holdings Inc. 66,036 3M +20,111 +43.8% 2Q SEC ↗
28 PNC Financial Services Group, Inc. 56,935 3M +498 +0.9% 15Q SEC ↗
29 Cetera Investment Advisers 54,169 2M +11,223 +26.1% 23Q SEC ↗
30 Watershed Asset Management, L.L.C. 54,000 2M +18,000 +50.0% 2Q SEC ↗
31 IMC-Chicago, LLC NEW 52,726 2M — +0.0% 1Q SEC ↗
32 Advisory Services Network, LLC 51,685 2M +2,080 +4.2% 4Q SEC ↗
33 RENAISSANCE TECHNOLOGIES LLC NEW 50,955 2M — +0.0% 1Q SEC ↗
34 NATIONAL BANK OF CANADA /FI 50,464 2M -8,439 -14.3% 19Q SEC ↗
35 Great Diamond Partners, LLC 49,705 2M +10 +0.0% 2Q SEC ↗
36 CITIGROUP INC 49,113 2M -5,308 -9.8% 33Q SEC ↗
37 O'Connor Alternative Investments LLC NEW 41,700 2M — +0.0% 1Q SEC ↗
38 Empowered Funds, LLC 39,401 2M +7,091 +21.9% 2Q SEC ↗
39 Ayalon Insurance Comp Ltd. NEW 39,300 2M — +0.0% 1Q SEC ↗
40 Squarepoint Ops LLC 38,873 2M +31,969 +463.1% 2Q SEC ↗
41 Del-Sette Capital Management, LLC 37,637 2M +23,246 +161.5% 2Q SEC ↗
42 PATRIOT INVESTMENT MANAGEMENT GROUP, I 36,654 2M — +0.0% 22Q SEC ↗
43 AMERIPRISE FINANCIAL INC 32,104 1M +16,584 +106.9% 16Q SEC ↗
44 ENVESTNET ASSET MANAGEMENT INC 31,323 1M +1,538 +5.2% 24Q SEC ↗
45 Florin Court Capital LLP 31,300 1M -10,400 -24.9% 4Q SEC ↗
46 STIFEL FINANCIAL CORP 26,539 1M +4,627 +21.1% 33Q SEC ↗
47 PFG Investments, LLC 25,161 1M +4,536 +22.0% 14Q SEC ↗
48 BNP PARIBAS FINANCIAL MARKETS 24,234 1M -81,440 -77.1% 23Q SEC ↗
49 TRUST CO OF VERMONT NEW 23,322 1M — +0.0% 1Q SEC ↗
50 Vontobel Holding Ltd. 22,909 1M +2,699 +13.4% 23Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +1,007,573 +25.5% 4,963,053
Clal Insurance Enterprises Holdings +800,000 +44.9% 2,580,400
JANE STREET GROUP, LLC +504,500 +638.4% 583,523
UBS Group AG +458,262 +257.7% 636,079
MORGAN STANLEY +246,235 +55.7% 688,518
Humankind Investments LLC +117,500 +56.2% 326,500
Lake Hills Wealth Management, LLC +84,121 +64.0% 215,589
COMMONWEALTH EQUITY SERVICES, LLC +71,345 +171.0% 113,075
GOLDMAN SACHS GROUP INC +63,423 +281.6% 85,947
AE Wealth Management LLC +38,533 +18.4% 247,534
Decker Retirement Planning Inc. +37,894 +21.7% 212,823
Squarepoint Ops LLC +31,969 +463.1% 38,873
NTV Asset Management LLC +27,215 +34.4% 106,419
ROYAL BANK OF CANADA +25,752 +25.9% 125,060
Del-Sette Capital Management, LLC +23,246 +161.5% 37,637
Hilltop Holdings Inc. +20,111 +43.8% 66,036
Watershed Asset Management, L.L.C. +18,000 +50.0% 54,000
WELLS FARGO & COMPANY/MN +17,583 +17.5% 118,317
AMERIPRISE FINANCIAL INC +16,584 +106.9% 32,104
LPL Financial LLC +12,925 +4.2% 320,823
Biggest Decreases (20)
HolderReducedChange %Total Shares
BANK OF MONTREAL /CAN -157,338 -95.8% 6,897
BARCLAYS PLC -128,227 -85.3% 22,159
BNP PARIBAS FINANCIAL MARKETS -81,440 -77.1% 24,234
NWAM LLC -72,827 -80.4% 17,761
SUSQUEHANNA INTERNATIONAL GROUP, LL -27,105 -16.7% 135,332
HARBOUR INVESTMENTS, INC. -25,288 -94.3% 1,537
BANK OF AMERICA CORP /DE -20,216 -6.2% 305,140
CoreCap Advisors, LLC -19,511 -99.5% 101
SIMPLEX TRADING, LLC -15,509 -44.2% 19,551
Florin Court Capital LLP -10,400 -24.9% 31,300
NATIONAL BANK OF CANADA /FI -8,439 -14.3% 50,464
CITIGROUP INC -5,308 -9.8% 49,113
Gemmer Asset Management LLC -5,063 -26.1% 14,300
Equitable Holdings, Inc. -4,926 -27.8% 12,769
Cerity Partners LLC -3,361 -25.1% 10,003
TUDOR INVESTMENT CORP ET AL -1,980 -34.3% 3,797
EHRLICH FINANCIAL GROUP -1,792 -13.8% 11,176
Beacon Pointe Advisors, LLC -1,282 -14.5% 7,568
Focus Partners Wealth -1,102 -7.2% 14,236
Wealthfront Advisers LLC -1,059 -11.0% 8,561

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms