Who owns Invesco S&p 500 High Div, Low V equities?
- Ticker: SPHD
- CUSIP Number: 46138e362
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco S&p 500 High Div, Low V equities with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco S&p 500 High Div, Low V equities stock
Who bought or sold Invesco S&p 500 High Div, Low V equities this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.7M | $137M | -21% | Mar 2024 |
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| LPL Financial | 1.9M | $86M | 2% | Mar 2024 |
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| Bank of America Corporation | 1.3M | $56M | -10% | Mar 2024 |
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| Royal Bank of Canada | 1.1M | $48M | -19% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 1.1M | $48M | -2% | Mar 2024 |
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| FMR | 722k | $32M | 88% | Mar 2024 |
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| Franklin Resources | 583k | $26M | -8% | Mar 2024 |
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| Jpmorgan Chase & Co | 559k | $25M | 1% | Mar 2024 |
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| UBS Group | 534k | $24M | -19% | Mar 2024 |
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| Wells Fargo & Company | 526k | $23M | -23% | Mar 2024 |
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| Streettalk Advisors | 448k | $20M | 26% | Mar 2024 |
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| Ameriprise Financial | 385k | $17M | -22% | Mar 2024 |
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| Atria Wealth Solutions | 359k | $16M | 0% | Mar 2024 |
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| Raymond James & Associates | 351k | $16M | -9% | Mar 2024 |
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| Envestnet Asset Management | 339k | $15M | -15% | Mar 2024 |
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| Commonwealth Equity Services | 309k | $14M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 293k | $13M | -41% | Mar 2024 |
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| Bank Of Montreal | 288k | $13M | 8% | Mar 2024 |
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| Hanson McClain Advisors | 262k | $12M | -1% | Mar 2024 |
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| Citadel Advisors | 226k | $10M | 82% | Mar 2024 |
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| Shilanski & Associates | 213k | $9.0M | 0% | Dec 2023 |
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| Advisor Group Holdings | 205k | $9.1M | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 197k | $8.7M | -13% | Mar 2024 |
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| Gunma Bank | 190k | $8.4M | 46% | Mar 2024 |
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| Brookstone Capital Management | 163k | $7.2M | -4% | Mar 2024 |
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| Janney Montgomery Scott | 158k | $7.0M | -5% | Mar 2024 |
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| Retirement Network | 154k | $6.5M | -6% | Dec 2023 |
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| XML Financial | 154k | $6.8M | -35% | Mar 2024 |
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| Absolute Capital Management | 143k | $6.3M | 254% | Mar 2024 |
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| Private Advisor | 135k | $6.0M | -5% | Mar 2024 |
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| Retirement Financial Solutions | 134k | $6.0M | 9% | Mar 2024 |
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| Northside Capital Management | 133k | $5.9M | 0% | Mar 2024 |
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| Goss Wealth Management | 120k | $5.3M | 12% | Mar 2024 |
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| Fusion Capital | 116k | $5.2M | 2% | Mar 2024 |
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| Susquehanna International | 113k | $5.0M | -33% | Mar 2024 |
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| Stifel Financial | 108k | $4.8M | -66% | Mar 2024 |
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| Branch Banking & Trust Company | 103k | $4.6M | -16% | Mar 2024 |
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| Geneos Wealth Management | 90k | $4.0M | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 87k | $3.9M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 80k | $3.5M | -11% | Mar 2024 |
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| Oppenheimer & Co | 78k | $3.5M | 10% | Mar 2024 |
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| Citigroup | 76k | $3.4M | 1511% | Mar 2024 |
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| David Kennon | 74k | $3.3M | -62% | Mar 2024 |
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| Cookson, Peirce & Co | 73k | $3.3M | 5% | Mar 2024 |
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| Atria Investments | 71k | $3.0M | -19% | Dec 2023 |
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| Venture Visionary Partners | 67k | $3.0M | 0% | Mar 2024 |
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| Arete Wealth Advisors | 65k | $2.9M | 1% | Mar 2024 |
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| Dynamic Advisors Solutions | 62k | $2.8M | 817% | Mar 2024 |
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| LM Advisors | 61k | $2.7M | 3% | Mar 2024 |
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| D.A. Davidson & Co. | 60k | $2.7M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 59k | $2.6M | -7% | Mar 2024 |
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| Kowal Investment Group | 57k | $2.5M | -2% | Mar 2024 |
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| Delos Wealth Advisors | 55k | $2.4M | 33% | Mar 2024 |
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| Tyche Wealth Partners | 50k | $2.2M | -4% | Mar 2024 |
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| Cherry Creek Investment Advisors | 47k | $2.1M | 100% | Mar 2024 |
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| Arden Trust | 43k | $1.9M | 0% | Mar 2024 |
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| Flow Traders US | 38k | $1.7M | 100% | Mar 2024 |
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| HighTower Advisors | 38k | $1.7M | -8% | Mar 2024 |
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| H D Vest Advisory Services | 38k | $1.7M | -8% | Mar 2024 |
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| Fortis Group Advisors | 38k | $1.7M | -52% | Mar 2024 |
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| FinTrust Capital Advisors | 35k | $1.6M | 102% | Mar 2024 |
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| Mitsubishi UFJ Asset Management | 34k | $1.5M | 100% | Mar 2024 |
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| Patten & Patten | 33k | $1.5M | 19% | Mar 2024 |
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| Kestra Advisory Services | 32k | $1.4M | -35% | Dec 2023 |
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| Sawtooth Asset Management | 31k | $1.3M | -5% | Dec 2023 |
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| Diametric Capital | 30k | $1.7M | 100% | Mar 2024 |
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| RDA Financial Network | 29k | $1.3M | 0% | Mar 2024 |
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| Change Path | 29k | $1.2M | 11% | Dec 2023 |
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| Investors Research Corp | 29k | $1.3M | 0% | Mar 2024 |
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| Meritage Portfolio Management | 29k | $1.3M | -1% | Mar 2024 |
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| Tower Research Capital | 27k | $1.2M | -24% | Mar 2024 |
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| Warren Averett Asset Management | 26k | $1.2M | 100% | Mar 2024 |
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| Clarity Capital Partners | 25k | $1.1M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 25k | $1.1M | -9% | Mar 2024 |
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| Simplicity Wealth | 25k | $1.1M | 100% | Mar 2024 |
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| Hilltop Holdings | 24k | $1.1M | -60% | Mar 2024 |
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| Summit Financial Wealth Advisors | 24k | $1.1M | -6% | Mar 2024 |
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| Sigma Planning | 24k | $1.1M | 103% | Mar 2024 |
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| Parallel Advisors | 24k | $1.1M | -2% | Mar 2024 |
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| RVW Wealth | 24k | $1.0M | -7% | Mar 2024 |
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| Mercer Global Advisors | 23k | $1.0M | -12% | Mar 2024 |
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| Qube Research & Technologies | 23k | $1.0M | 3% | Mar 2024 |
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| International Assets Investment Management | 23k | $1.0M | -33% | Mar 2024 |
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| Magnus Financial Group | 22k | $988k | 0% | Mar 2024 |
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| AE Wealth Management | 22k | $986k | -84% | Mar 2024 |
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| Global Assets Advisory | 22k | $500k | 100% | Mar 2024 |
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| Jane Street | 22k | $978k | -8% | Mar 2024 |
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| Hrt Financial | 22k | $973k | 98% | Mar 2024 |
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| Global Retirement Partners | 22k | $968k | 2% | Mar 2024 |
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| Lee Munder Capital Group | 22k | $965k | 1% | Mar 2024 |
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| Empirical Asset Management | 21k | $932k | -8% | Mar 2024 |
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| D. E. Shaw & Co | 21k | $930k | 100% | Mar 2024 |
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| Patten | 21k | $923k | 10% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $909k | -33% | Mar 2024 |
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| Prospera Financial Services | 20k | $859k | -2% | Dec 2023 |
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| Integrated Wealth Concepts | 20k | $890k | -13% | Mar 2024 |
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| Strategic Financial | 20k | $841k | 0% | Dec 2023 |
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| L.m. Kohn & Company | 20k | $873k | 0% | Mar 2024 |
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| Davenport & Co | 19k | $849k | -3% | Mar 2024 |
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| Park Edge Advisors | 19k | $843k | 102% | Mar 2024 |
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| McLean Asset Management Corp | 19k | $840k | 0% | Mar 2024 |
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| TrueWealth Advisors | 19k | $842k | -15% | Mar 2024 |
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| Gladstone Institutional Advisory | 18k | $767k | -3% | Dec 2023 |
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| Gts Securities | 18k | $802k | -63% | Mar 2024 |
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| HBW Advisory Services | 17k | $732k | 0% | Mar 2024 |
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| Private Trust Co Na | 17k | $765k | -4% | Mar 2024 |
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| Steward Partners Investment Advisory | 17k | $758k | 70% | Mar 2024 |
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| SFMG Wealth Advisors | 17k | $755k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 17k | $752k | -4% | Mar 2024 |
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| Fifth Third Securities | 17k | $747k | -75% | Mar 2024 |
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| Interactive Financial Advisors | 17k | $742k | 178% | Mar 2024 |
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| Lifeworks Advisors | 17k | $735k | -2% | Mar 2024 |
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| Bleakley Financial Group | 17k | $733k | 0% | Mar 2024 |
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| Cornerstone Wealth Management | 16k | $710k | -2% | Mar 2024 |
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| Western Wealth Management | 16k | $706k | 1% | Mar 2024 |
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| Curran Financial Partners | 15k | $685k | 10% | Mar 2024 |
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| Quadcap Wealth Management | 15k | $661k | -1% | Mar 2024 |
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| IAM Advisory | 15k | $659k | -3% | Mar 2024 |
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| Mutual Advisors | 14k | $629k | -34% | Mar 2024 |
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| Focus Financial Network | 14k | $594k | 100% | Dec 2023 |
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| Tocqueville Asset Management | 14k | $614k | -30% | Mar 2024 |
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| Curbstone Financial Management | 14k | $604k | -1% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 13k | $577k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 13k | $558k | -6% | Mar 2024 |
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| EPG Wealth Management | 12k | $509k | 1% | Dec 2023 |
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| Shulman DeMeo Asset Management | 12k | $528k | -4% | Mar 2024 |
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| Daiwa Securities Group | 12k | $524k | 0% | Mar 2024 |
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| HB Wealth Management | 12k | $517k | 0% | Mar 2024 |
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| Financial Advocates Investment Management | 12k | $516k | 3% | Mar 2024 |
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| First Heartland Consultants | 12k | $514k | -8% | Mar 2024 |
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| PFG Investments | 12k | $509k | 100% | Mar 2024 |
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| Atomi Financial Group | 11k | $497k | 0% | Mar 2024 |
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| Buckingham Strategic Partners | 11k | $495k | 112% | Mar 2024 |
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| RE Dickinson Investment Advisors | 11k | $468k | -6% | Mar 2024 |
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| Sunbelt Securities | 10k | $462k | 1% | Mar 2024 |
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| Credit Suisse | 10k | $460k | 0% | Mar 2024 |
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| Mitchell Mcleod Pugh & Williams | 10k | $457k | 0% | Mar 2024 |
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| Cowa | 10k | $456k | 100% | Mar 2024 |
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| Nbc Securities | 9.9k | $441k | -3% | Mar 2024 |
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| Financial Insights | 9.8k | $434k | 3% | Mar 2024 |
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| Advisory Services Network | 9.7k | $432k | -12% | Mar 2024 |
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| Ameritas Advisory Services | 9.7k | $407k | -10% | Dec 2023 |
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| Win Advisors | 9.6k | $425k | -97% | Mar 2024 |
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| Newbridge Financial Services Group | 9.0k | $401k | 4% | Mar 2024 |
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| Envestnet Portfolio Solutions | 8.9k | $396k | 1% | Mar 2024 |
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| Two Sigma Securities | 8.9k | $395k | 68% | Mar 2024 |
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| Essex Financial Services | 8.8k | $391k | -32% | Mar 2024 |
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| Crescent Grove Advisors | 8.8k | $390k | 7% | Mar 2024 |
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| Coastal Investment Advisors | 8.7k | $387k | -16% | Mar 2024 |
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| Second Half Financial Partners | 8.6k | $384k | 5% | Mar 2024 |
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| Baird Financial | 8.5k | $360k | -12% | Dec 2023 |
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| Joseph P. Lucia & Associates | 8.3k | $369k | -17% | Mar 2024 |
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| Lincoln National | 8.2k | $362k | -50% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 7.5k | $333k | -45% | Mar 2024 |
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| Orion Portfolio Solutions | 7.0k | $313k | -20% | Mar 2024 |
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| CWM | 7.0k | $312k | -24% | Mar 2024 |
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| Fundamentun | 7.0k | $311k | -45% | Mar 2024 |
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| Brian McDonald | 6.0k | $269k | -30% | Mar 2024 |
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| Advisory Alpha | 6.0k | $268k | -41% | Mar 2024 |
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| Haverford Trust Company | 6.0k | $266k | -71% | Mar 2024 |
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| Capital Analysts | 1.4k | $63k | -90% | Mar 2024 |
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Who sold out of Invesco S&p 500 High Div, Low V equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fischer Investment Strategies | Sep 2023 | 132k | $5.2M |
| Natixis | Sep 2023 | 82k | $3.2M |
| Capital Wealth Alliance | Dec 2023 | 39k | $1.6M |
| GSA Capital Partners | Dec 2023 | 37k | $1.6M |
| Steel Peak Wealth Management | Dec 2023 | 34k | $1.5M |
| AlphaCore Capital | Sep 2023 | 31k | $1.2M |
| Silver Oak Securities | Dec 2023 | 29k | $1.2M |
| Coulter & Justus Financial Services | Dec 2023 | 25k | $1.0M |
| Benjamin F. Edwards & Company | Dec 2023 | 23k | $972k |
| Colonial River Wealth Management | Dec 2023 | 14k | $573k |
| Lazard Asset Management | Sep 2023 | 12k | $465k |
| Cary Street Partner Investment Advisory | Dec 2023 | 11k | $475k |
| Signature Estate and Investment Advisors | Dec 2023 | 9.4k | $400k |