Invesco Solar ETFTANETF

13F holders, Q4 2024 (December 31)
201holders −18
25new positions
55sold out
2famous investors
$33.10avg. 13F price*

At the end of Q4 2024, 201 institutions reported holding Invesco Solar ETF (TAN) in their 13F filings, down 18 from Q3 2024. 25 opened new positions and 55 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($67.6M), Jane Street Group, LLC ($58.8M) and Migdal Insurance & Financial Holdings Ltd. ($44.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Solar ETF
CUSIP
46138G706
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 240Q1 2024Q2 2024: 234Q2 2024Q3 2024: 219Q3 2024Q4 2024: 201Q4 2024Q1 2025: 184Q1 2025Q2 2025: 178Q2 2025Q3 2025: 183Q3 2025Q4 2025: 226Q4 2025Q1 2026: 245Q1 2026Q2 2026: 243Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$60.9M
Exits55$38.7M

All 13F filers, Q3 2024 → Q4 2024: 4,319,146 shares bought and 3,033,002 shares sold, net +1,286,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

Clal Insurance Enterprises Holdings Ltd 0.61% Reduce -21.5% 2,040,000 $67.6M
Jane Street Group, LLC 0.09% Add +106.6% 1,776,711 $58.8M
Migdal Insurance & Financial Holdings Ltd. 0.63% New 1,330,000 $44.0M
UBS Group AG 0.01% Add +383.9% 1,171,722 $38.8M
Morgan Stanley 0.00% Reduce -30.5% 396,133 $13.1M
Bank of America Corp. 0.00% Reduce -39.8% 366,197 $12.1M
Capital Fund Management S.A. 0.12% Add +1739.4% 359,913 $11.9M
Meitav Investment House Ltd. 0.14% Reduce -0.3% 246,898 $8.2M
National Bank of Canada 0.01% Reduce -47.0% 237,466 $7.9M
LPL Financial LLC 0.00% Reduce -5.2% 186,157 $6.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.48% No change 184,729 $6.1M
Susquehanna International Group, LLP 0.01% Add +34.1% 169,774 $5.6M
Walleye Trading LLC 0.11% Add +162.8% 169,098 $5.6M
Goldman Sachs Group Inc. 0.00% Add +49.8% 154,595 $5.1M
IMC-Chicago, LLC 0.12% New 131,101 $4.3M
CW Advisors, LLC 0.06% Reduce -6.7% 120,919 $4.0M
Scotia Capital Inc. 0.02% Reduce -2.8% 106,649 $3.5M
Wells Fargo & Company 0.00% Add +26.1% 103,652 $3.4M
Old Mission Capital LLC 0.07% New 95,603 $3.2M
Citigroup Inc. 0.00% Add +68.3% 84,532 $2.8M
Royal Bank of Canada 0.00% Reduce -34.0% 74,276 $2.5M
PFG Investments, LLC 0.14% Reduce -13.6% 65,628 $2.2M
BNP Paribas Financial Markets 0.00% Reduce -16.0% 63,481 $2.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.49% No change 61,369 $2.0M
Flow Traders U.S. LLC 0.08% New 59,454 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -4.5% 54,499 $1.8M
Money Design Co.,Ltd. 0.07% Reduce -13.9% 38,000 $1.3M
Cetera Investment Advisers 0.00% Reduce -12.0% 36,355 $1.2M
Patriot Investment Management Group, Inc. 0.09% Reduce -1.6% 36,128 $1.2M
Caption Management, LLC 0.05% New 35,200 $1.2M
Raymond James Financial Inc. 0.00% — 32,119 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -17.5% 30,984 $1.0M
Corbyn Investment Management Inc. 0.44% Reduce -13.4% 29,689 $983K
GTS Securities LLC 0.05% Add +32.7% 28,074 $930K
Wolverine Trading, LLC 0.02% Add +11.9% 27,513 $925K
IHT Wealth Management, LLC 0.03% New 27,318 $905K
Osaic Holdings, Inc. 0.00% Reduce -10.6% 27,244 $902K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.7% 27,103 $898K
Trust Co. of Vermont 0.04% Reduce -1.6% 26,540 $879K
Stifel Financial Corp. 0.00% Reduce -52.1% 26,468 $877K
Squarepoint Ops LLC 0.00% New 24,845 $823K
PEAK6 LLC 0.03% — 24,599 $815K
Vontobel Holding Ltd. 0.00% Add +31.3% 22,607 $749K
Barclays PLC 0.00% Add +289.5% 22,511 $746K
Group One Trading LLC 0.03% New 22,423 $743K
Cox Capital Mgt LLC 0.47% New 22,006 $729K
Natural Investments, LLC 0.19% — 20,817 $689K
Renaissance Technologies 0.00% New 20,100 $666K
Ameriprise Financial Inc. 0.00% Reduce -36.0% 19,081 $632K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.4% 17,993 $596K
Envestnet Asset Management Inc. 0.00% Reduce -77.7% 17,412 $577K
Quantitative Investment Management, LLC 0.04% New 16,084 $532K
Sanctuary Advisors, LLC 0.00% Reduce -11.3% 15,234 $521K
Family Firm, Inc. 0.11% Reduce -0.4% 15,304 $507K
Equitable Holdings, Inc. 0.00% Reduce -59.4% 15,180 $503K
Verity Asset Management, Inc. 0.27% Reduce -1.8% 14,708 $487K
Private Advisor Group, LLC 0.00% Reduce -4.5% 14,642 $485K
Golden State Wealth Management, LLC 0.07% — 14,490 $480K
Great Valley Advisor Group, Inc. 0.01% New 14,231 $471K
Kestra Advisory Services, LLC 0.00% Reduce -43.4% 13,580 $450K
Citadel Advisors 0.00% Reduce -90.4% 12,892 $427K
Federation des caisses Desjardins du Quebec 0.00% Reduce -55.5% 12,642 $419K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -57.3% 12,388 $410K
SG Americas Securities, LLC 0.00% Reduce -88.1% 11,988 $397K
Hager Investment Management Services, LLC 0.24% — 11,492 $381K
Credit Agricole S A 0.00% Add +101.1% 10,472 $347K
HighTower Advisors, LLC 0.00% Reduce -16.4% 10,231 $339K
Lighthouse Investment Partners, LLC 0.01% New 10,000 $331K
Mutual Advisors, LLC 0.01% Reduce -13.2% 9,214 $320K
Ledyard National Bank 0.03% Reduce -14.0% 9,358 $310K
Two Sigma Securities, LLC 0.05% New 9,099 $301K
Cibc World Market Inc. 0.00% Reduce -34.6% 9,050 $300K
Strategic Wealth Investment Group, LLC 0.02% Reduce -7.3% 8,786 $291K
Perigon Wealth Management, LLC 0.01% New 8,365 $290K
Welch & Forbes LLC 0.00% Reduce -6.5% 8,600 $285K
Blair William & Co. 0.00% Reduce -16.2% 8,436 $279K
Sycomore Asset Management 0.04% New 6,500 $273K
Nwam LLC 0.02% Reduce -17.5% 8,117 $269K
Mariner, LLC 0.00% Reduce -1.3% 8,001 $265K
Integrated Wealth Concepts LLC 0.00% Reduce -6.7% 7,936 $263K
Oppenheimer & Co. Inc. 0.00% Reduce -33.3% 7,391 $245K
Janney Montgomery Scott LLC 0.00% Reduce -31.0% 7,200 $238K
Wedbush Securities Inc. 0.01% Reduce -43.7% 6,658 $221K
Kilter Group LLC 0.14% — 6,501 $215K
Cook Wealth, LLC 0.10% Add +2.9% 6,390 $214K
Wealthfront Advisers LLC 0.00% Add +18.2% 6,393 $212K
Balyasny Asset Management L.P. 0.00% Reduce -98.0% 6,360 $211K
Corient Private Wealth LP 0.00% Reduce -20.4% 15,887 $206K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.5% 5,185 $172K
Cwm, LLC 0.00% Reduce -56.0% 4,888 $162K
US Bancorp \de 0.00% Reduce -7.1% 4,662 $154K
Bank of Montreal 0.00% Add +2.0% 4,405 $146K
Anchor Investment Management, LLC 0.01% Add +2.8% 4,030 $133K
Sava Infond d.o.o. 0.02% — 4,000 $132K
IFP Advisors, Inc 0.00% Add +14.3% 3,920 $130K
Continuum Advisory, LLC 0.01% No change 3,375 $112K
JPMorgan Chase & Co. 0.00% Reduce -86.6% 3,117 $103K
MAI Capital Management 0.00% New 3,059 $101K
Harbour Investments, Inc. 0.00% Reduce -11.3% 2,788 $92K
Deutsche Bank AG 0.00% No change 2,400 $79K
Simplex Trading, LLC 0.00% Reduce -69.9% 2,318 $76K
Concourse Financial Group Securities, Inc. 0.00% Add +3.4% 2,132 $69K
AdvisorNet Financial, Inc 0.01% No change 1,945 $64K
Spire Wealth Management 0.00% Reduce -40.8% 1,619 $54K
Albion Financial Group 0.00% Reduce -38.6% 1,425 $47K
Steward Partners Investment Advisory, LLC 0.00% Add +3.1% 1,311 $43K
WealthShield Partners, LLC 0.01% Reduce -10.4% 1,304 $43K
Larson Financial Group LLC 0.00% Add +0.4% 1,260 $42K
Comerica Bank 0.00% Reduce -7.3% 1,252 $41K
Main Management LLC 0.00% Reduce -32.1% 1,225 $41K
Global Retirement Partners, LLC 0.00% Add +48.5% 1,117 $37K
Avior Wealth Management, LLC 0.00% Add +0.5% 1,011 $34K
UMB Bank, n.a. 0.00% No change 1,000 $33K
Union Bancaire Privee, UBP SA 0.00% — 915 $31K
Picton Mahoney Asset Management 0.00% Reduce -30.8% 900 $30K
TD Waterhouse Canada Inc. 0.00% No change 876 $29K
JNBA Financial Advisors 0.00% No change 856 $28K
AE Wealth Management LLC 0.00% New 805 $27K
HM Payson & Co. 0.00% No change 800 $26K
Allworth Financial LP 0.00% Reduce -2.2% 802 $26K
Clearstead Advisors, LLC 0.00% Add +21.4% 743 $25K
Capital Analysts, LLC 0.00% Add +41.3% 725 $24K
Geneos Wealth Management Inc. 0.00% No change 688 $23K
Financial Freedom, LLC 0.01% Add +0.3% 657 $22K
Sunbelt Securities, Inc. 0.00% No change 600 $20K
Westside Investment Management, Inc. 0.00% Add +0.2% 578 $19K
Private Trust Co. NA 0.00% No change 548 $18K
Proffitt & Goodson Inc. 0.00% Reduce -53.2% 530 $18K
Parallel Advisors, LLC 0.00% No change 529 $18K
Principal Securities, Inc. 0.00% Add +30.4% 511 $17K
Franklin Resources Inc. 0.00% No change 500 $17K
Aspetuck Financial Management LLC 0.01% — 477 $16K
Whittier Trust Co. of Nevada Inc. 0.00% No change 440 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 400 $13K
Activest Wealth Management 0.00% Add +0.3% 365 $12K
Roble, Belko & Company, Inc 0.00% No change 374 $12K
Vermillion Wealth Management, Inc. 0.01% — 354 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 350 $12K
LFA - Lugano Financial Advisors SA 0.01% Reduce -52.9% 330 $11K
BlackRock, Inc. 0.00% New 302 $10K
Colonial Trust Co / SC 0.00% No change 300 $10K
City Holding Co. 0.00% Reduce -10.4% 300 $10K
Fifth Third Bancorp 0.00% Reduce -51.2% 286 $9K
Edmond DE Rothschild Holding S.A. 0.00% No change 250 $8K
West Branch Capital LLC 0.00% No change 239 $8K
Pacifica Partners Inc. 0.00% No change 225 $8K
SBI Securities Co., Ltd. 0.00% — 222 $7K
NBT Bank, N.A. 0.00% No change 205 $7K
Thompson Investment Management, Inc. 0.00% No change 200 $7K
Mascoma Wealth Management LLC 0.00% No change 180 $6K
FMR LLC 0.00% Add +216.7% 171 $6K
SOA Wealth Advisors, LLC. 0.00% No change 146 $5K
PFG Private Wealth Management, LLC 0.00% No change 145 $5K
Pacific Center for Financial Services 0.00% No change 137 $5K
Concord Wealth Partners 0.00% No change 131 $4K
Lindbrook Capital, LLC 0.00% Reduce -1.5% 131 $4K
Crowley Wealth Management, Inc. 0.00% — 121 $4K
1620 Investment Advisors, Inc. 0.00% New 112 $4K
Runnymede Capital Advisors, Inc. 0.00% — 100 $3K
Global Financial Private Client, LLC 0.00% No change 100 $3K
Adirondack Trust Co. 0.00% No change 95 $3K
Cornerstone Planning Group LLC 0.00% No change 80 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 71 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 70 $2K
NewEdge Advisors, LLC 0.00% Reduce -92.5% 70 $2K
McClarren Financial Advisors, Inc. 0.01% No change 17 $2K
Venturi Wealth Management, LLC 0.00% No change 60 $2K
CENTRAL TRUST Co 0.00% No change 59 $2K
Medallion Wealth Advisors, LLC 0.00% — 56 $2K
Mather Group, Llc. 0.00% No change 55 $2K
Transce3nd, LLC 0.00% — 54 $2K
Salem Investment Counselors Inc. 0.00% New 50 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 50 $2K
Capital Investment Advisory Services, LLC 0.00% No change 40 $1K
Tradewinds Capital Management, LLC 0.00% No change 36 $1K
Tower Research Capital LLC (TRC) 0.00% Add +800.0% 36 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 35 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 40 $1K
Kiker Wealth Management, LLC 0.00% — 30 $994
Painted Porch Advisors LLC 0.00% No change 30 $994
Glen Eagle Advisors, LLC 0.00% No change 30 $994
Bank of New Hampshire 0.00% No change 27 $894
Signaturefd, LLC 0.00% No change 26 $861
2UniFi Bank 0.00% — 25 $828
CoreCap Advisors, LLC 0.00% No change 24 $798
BTG Pactual Asset Management US LLC 0.00% New 19 $694
Cape Investment Advisory, Inc. 0.00% No change 17 $563
Blue Bell Private Wealth Management, LLC 0.00% No change 13 $431
Farther Finance Advisors, LLC 0.00% Reduce -83.9% 10 $331
Sound Income Strategies, LLC 0.00% New 8 $265
Legend Financial Advisors, Inc. 0.00% New 4 $132
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $100
Global Wealth Strategies & Associates 0.00% No change 2 $66
Stonebridge Financial Group, LLC 0.00% — 2 $66
Fourth Dimension Wealth, LLC 0.00% — 2 $66
Lanark Financial, Inc. 0.00% — 1 $38
Center for Financial Planning, Inc. 0.00% No change 1 $34
O'shaughnessy Asset Management, LLC 0.00% No change 1 $33
Smartleaf Asset Management LLC 0.00% No change 1 $33
Park Square Financial Group, LLC 0.00% — 1 $23
FSC Wealth Advisors, LLC 0.00% New 200 $10

"% of holder's portfolio" is TAN's weight in each manager's 13F, not the share of Invesco Solar ETF the manager owns.