Who owns Invesco S&p 500 High Div, Low V equities?

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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
Morgan Stanley 4.5M $195M 10% Dec 2022
Bank of America Corporation 2.3M $102M -1% Dec 2022
LPL Financial 2.2M $97M 16% Dec 2022
Wells Fargo & Company 1.6M $72M 13% Dec 2022
Royal Bank of Canada 1.5M $67M -19% Dec 2022
Ameriprise Financial 1.2M $54M 36% Dec 2022
Financial Engines Advisors L.L.C 1.1M $50M -1% Dec 2022
UBS Group 932k $41M -9% Dec 2022
Raymond James & Associates 797k $35M 21% Dec 2022
Advisor Group Holdings 788k $35M -8% Dec 2022
Invesco 715k $31M 100% Dec 2022

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Stifel Financial 638k $28M 85% Dec 2022
Raymond James Financial Services Advisors 598k $26M 36% Dec 2022
Commonwealth Equity Services 546k $24M 10% Dec 2022
Branch Banking & Trust Company 535k $24M 8% Dec 2022
Streettalk Advisors 531k $23M -7% Dec 2022
Private Advisor 512k $1.6M 65% Dec 2022
Envestnet Asset Management 500k $22M 15% Dec 2022
Franklin Resources 460k $20M 22% Dec 2022
Atria Wealth Solutions 364k $16M 3% Dec 2022
Silicon Valley Capital Partners 361k $16M 100% Dec 2022
TrueWealth Advisors 361k $16M 7% Dec 2022
Capital Advisors Wealth Management 354k $16M 9% Dec 2022
Bank Of Montreal 346k $16M 28% Dec 2022
Multi-Financial Securities 292k $13M 9% Dec 2022
FMR 291k $13M 13% Dec 2022
Cambridge Investment Research Advisors 287k $13M 0% Dec 2022
Brookstone Capital Management 271k $12M 14% Dec 2022
Jpmorgan Chase & Co 258k $11M 56% Dec 2022
Janney Montgomery Scott 244k $11M 6% Dec 2022
Atria Investments 228k $10M 15% Dec 2022
Shilanski & Associates 196k $8.6M 100% Dec 2022
IFG Advisory 193k $8.5M -3% Dec 2022
Mml Investors Services 173k $7.6M 16% Dec 2022
NEIRG Wealth Management 172k $7.5M 14% Dec 2022
Financial Network Investment Corporation 171k $7.5M 2% Dec 2022
Sawtooth Asset Management 160k $7.0M -30% Dec 2022
Retirement Network 160k $7.0M 9% Dec 2022
First Republic Investment Management 157k $6.9M 0% Dec 2022
Meritage Portfolio Management 155k $6.8M -39% Dec 2022
Susquehanna International 152k $6.7M 6% Dec 2022
Capital Planning Advisors 149k $6.5M -12% Dec 2022
Kestra Advisory Services 143k $6.2M 155% Dec 2022
Keystone Financial Group 140k $6.1M 100% Dec 2022
Northwestern Mutual Wealth Management Company 138k $6.0M 7% Dec 2022
Palladiem 135k $5.9M -2% Dec 2022
Gunma Bank 135k $5.9M 0% Dec 2022
Northside Capital Management 133k $5.8M 0% Dec 2022
Warren Averett Asset Management 125k $5.5M 100% Dec 2022
Geneos Wealth Management 122k $5.3M -6% Dec 2022
Fusion Capital 119k $5.2M 7% Dec 2022
Credit Suisse 115k $5.1M 7% Dec 2022
AE Wealth Management 114k $5.0M 0% Dec 2022
Future Financial Wealth Managment 94k $4.1M -1% Dec 2022
Goss Wealth Management 91k $1.4M 19% Dec 2022
Cetera Investment Advisers 90k $4.0M 3% Dec 2022
Citadel Advisors 82k $3.6M -39% Dec 2022
Equitable Holdings 79k $3.5M 360% Dec 2022
Oppenheimer & Co 76k $3.3M 5% Dec 2022
Peak Financial Advisors 73k $3.2M 37% Dec 2022
One Capital Management 73k $3.2M -12% Dec 2022
Hilltop Holdings 70k $3.1M 4% Dec 2022
Stratos Wealth Partners 70k $3.1M 1% Dec 2022
Capital Investment Advisory Services 70k $3.1M 3% Dec 2022
D.A. Davidson & Co. 70k $3.1M 1% Dec 2022
HighTower Advisors 69k $3.0M 21% Dec 2022
First Capital Advisors 69k $3.0M 100% Dec 2022
SkyView Investment Advisors 69k $3.0M 100% Dec 2022
Natixis 68k $3.0M 100% Dec 2022
Cookson, Peirce & Co 67k $2.9M 4% Dec 2022
Jane Street 64k $2.8M -28% Dec 2022
Ausdal Financial Partners 63k $2.7M 1% Dec 2022
Mariner Wealth Advisors 59k $2.6M 563% Dec 2022
Clear Perspectives Financial Planning 58k $2.5M 5% Dec 2022
L.m. Kohn & Company 50k $2.2M 1% Dec 2022
Strategic Wealth Advisors 50k $1.9M 4% Sep 2022
Davenport & Co 50k $2.2M 0% Dec 2022
M^T Bank Corporation 49k $3.1M 100% Dec 2022
H D Vest Advisory Services 49k $2.2M 4% Dec 2022
Baird Financial 47k $2.0M -9% Dec 2022
Hsbc Holdings 46k $2.0M 41% Dec 2022
Sigma Planning 45k $2.0M -1% Dec 2022
Change Path 44k $1.9M 1% Dec 2022
Eudaimonia Partners 42k $1.8M 0% Dec 2022
HBW Advisory Services 41k $1.8M 33% Dec 2022
Flow Traders US 41k $1.8M -37% Dec 2022
Goldman Sachs Group 41k $1.8M 33% Dec 2022
AlphaCore Capital 40k $1.8M 1% Dec 2022
Mitchell Mcleod Pugh & Williams 40k $1.8M 100% Dec 2022
Merit Financial Group 40k $1.7M -3% Dec 2022
BlackDiamond Wealth Management 40k $1.8M 2% Dec 2022
Capital Wealth Alliance 37k $1.6M -26% Dec 2022
Scotia Capital 37k $1.6M 2% Dec 2022
Absolute Capital Management 36k $1.6M -14% Dec 2022
Lake Hills Wealth Management 36k $1.6M -67% Dec 2022
Fifth Third Securities 35k $1.6M -1% Dec 2022
IFP Advisors 35k $1.4M -38% Dec 2022
Steel Peak Wealth Management 35k $1.5M 250% Dec 2022
Investors Research Corp 34k $1.5M 1% Dec 2022
Summit Financial Wealth Advisors 34k $1.5M -2% Dec 2022
RDA Financial Network 32k $1.4M 0% Dec 2022
Patten & Patten 31k $1.4M 3% Dec 2022
Old National Trust Company 31k $1.3M 0% Dec 2022
Arden Trust 31k $1.3M 100% Dec 2022
J.w. Cole Advisors 30k $1.3M 6% Dec 2022
Mercer Global Advisors 30k $1.3M -6% Dec 2022
Arq Wealth Advisors 29k $1.3M 11% Dec 2022
Arete Wealth Advisors 29k $1.3B 0% Dec 2022
SageView Advisory Group 28k $1.2M 100% Dec 2022
Prudential Financial 28k $1.2M -11% Dec 2022
Comerica Securities 28k $1.2M -2% Dec 2022
Bard Financial Services 27k $1.2M -8% Dec 2022
Nelson, Van Denburg & Campbell Wealth Management 27k $1.2M 1% Dec 2022
Copperwynd Financial 26k $1.2M -38% Dec 2022
RVW Wealth 25k $1.1M 5% Dec 2022
Tocqueville Asset Management 25k $1.1M 130% Dec 2022
Qube Research & Technologies 25k $1.1M -56% Dec 2022
National Asset Management 24k $1.1M -8% Dec 2022
Lee Financial Group Hawaii 24k $1.1M 2% Dec 2022
Intelligence Driven Advisers 24k $1.1M 100% Dec 2022
Belpointe Asset Management 24k $1.1M -7% Dec 2022
Capstone Wealth Management Group 24k $1.0M -44% Dec 2022
Curran Financial Partners 24k $1.0M -11% Dec 2022
Advisory Services Network 23k $1.0M 100% Dec 2022
Traynor Capital Management 23k $998k 100% Dec 2022
Prospera Financial Services 22k $970k 253% Dec 2022
Western Wealth Management 22k $966k -52% Dec 2022
Magnus Financial Group 22k $943k 1% Dec 2022
Gladstone Institutional Advisory 21k $931k 10% Dec 2022
West Chester Capital Advisors 21k $924k -2% Dec 2022
Saxon Interests 21k $940k 15% Dec 2022
McLean Asset Management Corp 21k $898k 22% Dec 2022
Strategic Financial 21k $897k 0% Dec 2022
IMS Capital Management 20k $883k 3% Dec 2022
Interactive Financial Advisors 20k $872k 4% Dec 2022
Intrua Financial 19k $858k -3% Dec 2022
Essex Financial Services 19k $829k -1% Dec 2022
Citigroup 19k $826k 163% Dec 2022
Cornerstone Wealth Management 18k $717k 8% Sep 2022
Private Trust Co Na 18k $795k 1% Dec 2022
RE Dickinson Investment Advisors 18k $773k 9% Dec 2022
Global Retirement Partners 17k $759k 0% Dec 2022
Dynamic Advisors Solutions 17k $756k 11% Dec 2022
Coastal Investment Advisors 17k $753k 3% Dec 2022
IAM Advisory 17k $745k 19% Dec 2022
Peterson Wealth Management 17k $723k -11% Dec 2022
Patten 17k $721k 93% Dec 2022
Ahrens Investment Partners 16k $710k 0% Dec 2022
Laurel Wealth Advisors 16k $700k 0% Dec 2022
Curbstone Financial Management 16k $697k 0% Dec 2022
Crescent Grove Advisors 15k $648k -26% Dec 2022
ProVise Management Group 12k $528k -39% Dec 2022

Who sold out of Invesco S&p 500 High Div, Low V equities?

Fund or Company Name Date Sold Shares Held Valued At
Bedell Investment Counselling Sep 2022 284k $11M
CFS Investment Advisory Services Sep 2022 186k $1.1M
Lfs Asset Management Jun 2022 76k $3.3M
Renaissance Technologies Sep 2022 68k $2.7M
Householder Group Estate & Retirement Specialist Sep 2022 33k $1.3M
Two Sigma Advisers Sep 2022 20k $774k