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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.4M | $59M | -23% | Dec 2023 |
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| Royal Bank of Canada | 1.3M | $57M | 22% | Dec 2023 |
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| Wells Fargo & Company | 681k | $29M | -9% | Dec 2023 |
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| UBS Group | 661k | $28M | 22% | Dec 2023 |
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| Franklin Resources | 634k | $27M | 8% | Dec 2023 |
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| Jpmorgan Chase & Co | 551k | $23M | 36% | Dec 2023 |
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| Win Advisors | 372k | $16M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 358k | $15M | 2% | Dec 2023 |
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| Streettalk Advisors | 356k | $15M | -20% | Dec 2023 |
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| Raymond James & Associates | 351k | $16M | -9% | Mar 2024 |
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| Stifel Financial | 318k | $14M | 301% | Dec 2023 |
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| Commonwealth Equity Services | 317k | $13M | -2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 293k | $13M | -41% | Mar 2024 |
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| Bank Of Montreal | 267k | $11M | 10% | Dec 2023 |
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| Hanson McClain Advisors | 265k | $11M | 2012% | Dec 2023 |
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| Shilanski & Associates | 213k | $9.0M | 0% | Dec 2023 |
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| Advisor Group Holdings | 211k | $8.9M | -29% | Dec 2023 |
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| Cambridge Investment Research Advisors | 197k | $8.7M | -13% | Mar 2024 |
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| David Kennon | 195k | $8.3M | 0% | Dec 2023 |
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| Gunma Bank | 190k | $8.4M | 46% | Mar 2024 |
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| Janney Montgomery Scott | 167k | $7.1M | -40% | Dec 2023 |
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| Brookstone Capital Management | 163k | $7.2M | -4% | Mar 2024 |
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| Retirement Network | 154k | $6.5M | -6% | Dec 2023 |
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| Private Advisor | 141k | $6.0M | 2% | Dec 2023 |
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| AE Wealth Management | 139k | $5.9M | 7% | Dec 2023 |
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| Northside Capital Management | 133k | $5.9M | 0% | Mar 2024 |
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| Citadel Advisors | 124k | $5.3M | -4% | Dec 2023 |
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| Retirement Financial Solutions | 123k | $5.2M | 7% | Dec 2023 |
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| Branch Banking & Trust Company | 123k | $5.2M | -8% | Dec 2023 |
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| Fusion Capital | 114k | $4.8M | -2% | Dec 2023 |
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| Geneos Wealth Management | 90k | $3.8M | -27% | Dec 2023 |
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| Capital Investment Advisory Services | 89k | $3.8M | -1% | Dec 2023 |
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| Fortis Group Advisors | 80k | $3.4M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 80k | $3.5M | -11% | 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 | $2.8M | 6% | Dec 2023 |
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| Arete Wealth Advisors | 65k | $2.7M | 550% | Dec 2023 |
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| Mariner Wealth Advisors | 64k | $2.7M | 1% | Dec 2023 |
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| Dynamic Advisors Solutions | 62k | $2.8M | 817% | Mar 2024 |
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| Hilltop Holdings | 61k | $2.6M | 3% | Dec 2023 |
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| D.A. Davidson & Co. | 60k | $2.6M | -6% | Dec 2023 |
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| LM Advisors | 59k | $2.5M | 100% | Dec 2023 |
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| Kowal Investment Group | 57k | $2.5M | -2% | Mar 2024 |
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| Tyche Wealth Partners | 50k | $2.2M | -4% | Mar 2024 |
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| Gts Securities | 49k | $2.1M | 34% | Dec 2023 |
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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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| H D Vest Advisory Services | 42k | $1.8M | -5% | Dec 2023 |
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| HighTower Advisors | 42k | $1.8M | -85% | Dec 2023 |
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| Delos Wealth Advisors | 41k | $1.8M | -1% | Dec 2023 |
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| Absolute Capital Management | 40k | $1.7M | 15% | Dec 2023 |
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| Capital Wealth Alliance | 39k | $1.6M | 2% | Dec 2023 |
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| GSA Capital Partners | 37k | $1.6M | 309% | Dec 2023 |
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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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| 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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| Meritage Portfolio Management | 29k | $1.2M | -17% | Dec 2023 |
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| Silver Oak Securities | 29k | $1.2M | 869% | Dec 2023 |
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| Investors Research Corp | 29k | $1.2M | -3% | Dec 2023 |
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| Patten & Patten | 28k | $1.2M | -7% | Dec 2023 |
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| Mercer Global Advisors | 26k | $1.1M | 2% | Dec 2023 |
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| Summit Financial Wealth Advisors | 26k | $1.1M | 0% | Dec 2023 |
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| Coulter & Justus Financial Services | 25k | $1.0M | 16% | Dec 2023 |
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| Clarity Capital Partners | 25k | $1.0M | 100% | Dec 2023 |
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| Stratos Wealth Partners | 25k | $1.1M | -9% | Mar 2024 |
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| Parallel Advisors | 24k | $1.0M | -20% | Dec 2023 |
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| Jane Street | 24k | $1.0M | 28% | Dec 2023 |
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| RVW Wealth | 24k | $1.0M | -7% | Mar 2024 |
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| Benjamin F. Edwards & Company | 23k | $972k | 100% | Dec 2023 |
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| International Assets Investment Management | 23k | $1.0M | -33% | Mar 2024 |
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| Empirical Asset Management | 23k | $966k | 6% | Dec 2023 |
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| Global Assets Advisory | 22k | $500k | 100% | Mar 2024 |
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| Global Retirement Partners | 22k | $968k | 2% | Mar 2024 |
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| Mutual Advisors | 22k | $915k | 1% | Dec 2023 |
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| Lee Munder Capital Group | 22k | $910k | 35% | Dec 2023 |
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| Haverford Trust Company | 21k | $882k | 100% | Dec 2023 |
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| Patten | 21k | $923k | 10% | Mar 2024 |
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| Prospera Financial Services | 20k | $859k | -2% | Dec 2023 |
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| Tocqueville Asset Management | 20k | $842k | 63% | Dec 2023 |
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| Strategic Financial | 20k | $841k | 0% | Dec 2023 |
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| Davenport & Co | 20k | $838k | -5% | Dec 2023 |
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| L.m. Kohn & Company | 20k | $834k | 0% | Dec 2023 |
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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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| Private Trust Co Na | 18k | $764k | -11% | Dec 2023 |
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| J.w. Cole Advisors | 18k | $748k | -26% | Dec 2023 |
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| HBW Advisory Services | 17k | $732k | 0% | Mar 2024 |
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| SFMG Wealth Advisors | 17k | $721k | 100% | Dec 2023 |
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| Lifeworks Advisors | 17k | $714k | -3% | Dec 2023 |
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| Fifth Third Securities | 17k | $747k | -75% | Mar 2024 |
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| Bleakley Financial Group | 17k | $700k | 0% | Dec 2023 |
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| Lincoln National | 16k | $672k | 10% | Dec 2023 |
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| Cornerstone Wealth Management | 16k | $710k | -2% | Mar 2024 |
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| Western Wealth Management | 16k | $665k | -2% | Dec 2023 |
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| Quadcap Wealth Management | 15k | $639k | 100% | Dec 2023 |
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| IAM Advisory | 15k | $659k | -3% | Mar 2024 |
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| Focus Financial Network | 14k | $594k | 100% | Dec 2023 |
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| Curran Financial Partners | 14k | $580k | 14% | Dec 2023 |
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| Capital Analysts | 14k | $648k | -5% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 14k | $577k | -34% | Dec 2023 |
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| Curbstone Financial Management | 14k | $604k | -1% | Mar 2024 |
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| Colonial River Wealth Management | 14k | $573k | 63% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 13k | $566k | -23% | Dec 2023 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 13k | $551k | -13% | Dec 2023 |
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| First Heartland Consultants | 13k | $634k | 82% | Dec 2023 |
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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 | $500k | 0% | Dec 2023 |
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| Sigma Planning | 12k | $500k | -60% | Dec 2023 |
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| HB Wealth Management | 12k | $494k | 0% | Dec 2023 |
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| PFG Investments | 12k | $509k | 100% | Mar 2024 |
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| Financial Advocates Investment Management | 11k | $480k | 2% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 11k | $475k | 1% | Dec 2023 |
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| Atomi Financial Group | 11k | $474k | 100% | Dec 2023 |
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| Hrt Financial | 11k | $470k | 109% | Dec 2023 |
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| Advisory Services Network | 11k | $470k | -23% | Dec 2023 |
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| Sunbelt Securities | 10k | $462k | 1% | Mar 2024 |
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| Credit Suisse | 10k | $434k | 0% | Dec 2023 |
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| Mitchell Mcleod Pugh & Williams | 10k | $436k | 0% | Dec 2023 |
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| Advisory Alpha | 10k | $431k | -4% | Dec 2023 |
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| Steward Partners Investment Advisory | 10k | $426k | -7% | Dec 2023 |
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| Joseph P. Lucia & Associates | 10k | $425k | -15% | Dec 2023 |
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| Nbc Securities | 9.9k | $441k | -3% | Mar 2024 |
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| Ameritas Advisory Services | 9.7k | $407k | -10% | Dec 2023 |
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| Financial Insights | 9.5k | $404k | -12% | Dec 2023 |
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| Signature Estate and Investment Advisors | 9.4k | $400k | 0% | Dec 2023 |
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| Orion Portfolio Solutions | 8.8k | $382k | 27% | Dec 2023 |
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| Essex Financial Services | 8.8k | $391k | -32% | Mar 2024 |
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| Envestnet Portfolio Solutions | 8.8k | $373k | 100% | Dec 2023 |
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| Coastal Investment Advisors | 8.7k | $387k | -16% | Mar 2024 |
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| Newbridge Financial Services Group | 8.7k | $370k | -4% | Dec 2023 |
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| IFP Advisors | 8.5k | $362k | 17% | Dec 2023 |
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| Baird Financial | 8.5k | $360k | -12% | Dec 2023 |
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| Second Half Financial Partners | 8.2k | $349k | 0% | Dec 2023 |
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| Crescent Grove Advisors | 8.2k | $347k | -52% | Dec 2023 |
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| National Asset Management | 8.1k | $344k | -4% | Dec 2023 |
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| HPM Partners | 7.8k | $333k | 100% | Dec 2023 |
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| Perigon Wealth Management | 7.8k | $332k | 0% | Dec 2023 |
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| Proequities | 7.3k | $311M | 0% | Dec 2023 |
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| Level Four Advisory Services | 7.0k | $299k | 11% | Dec 2023 |
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| CWM | 7.0k | $312k | -24% | Mar 2024 |
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| Sykon Capital | 7.0k | $297k | 100% | Dec 2023 |
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| Fundamentun | 7.0k | $311k | -45% | Mar 2024 |
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| Wealth Alliance | 7.0k | $297k | 1% | Dec 2023 |
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| Olistico Wealth | 6.9k | $291k | 1% | Dec 2023 |
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| Concurrent Investment Advisors | 6.8k | $289k | 100% | Dec 2023 |
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| Merit Financial Group | 6.7k | $285k | -5% | Dec 2023 |
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| IFG Advisory | 6.2k | $264k | -20% | Dec 2023 |
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| Interactive Financial Advisors | 6.0k | $617k | -66% | Dec 2023 |
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| Buckingham Strategic Partners | 5.3k | $223k | -24% | Dec 2023 |
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| Creative Planning | 5.2k | $219k | -71% | Dec 2023 |
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| Farther Finance Advisors | 5.0k | $210k | -42% | Dec 2023 |
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| Citigroup | 4.7k | $200k | -81% | Dec 2023 |
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| Cutler | 300.00 | $12k | -96% | 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 |
|---|---|---|---|
| Silicon Valley Capital Partners | Sep 2023 | 208k | $8.1M |
| Keystone Financial Group | Sep 2023 | 174k | $6.8M |
| Warren Averett Asset Management | Sep 2023 | 139k | $5.5M |
| Fischer Investment Strategies | Sep 2023 | 132k | $5.2M |
| Eudaimonia Partners | Sep 2023 | 41k | $1.6M |
| Goldman Sachs Group | Sep 2023 | 35k | $1.4M |
| Steel Peak Wealth Management | Dec 2023 | 34k | $1.5M |
| Wexford Capital | Sep 2023 | 19k | $756k |
| Wolverine Trading | Sep 2023 | 17k | $678k |
| Mitsubishi UFJ Asset Management | Sep 2023 | 16k | $635k |
| Alta Wealth Advisors | Sep 2023 | 13k | $488k |
| Lazard Asset Management | Sep 2023 | 12k | $465k |
| Northeast Financial Consultants | Sep 2023 | 11k | $426k |
| Peterson Wealth Management | Sep 2023 | 10k | $403k |
| Calton & Associates | Dec 2023 | 8.4k | $357k |
| Good Life Advisors | Sep 2023 | 7.9k | $309k |
| Kovack Advisors | Dec 2023 | 7.5k | $317k |