Who owns Invesco S&p 500 High Div, Low V equities?
- Ticker: SPHD
- CUSIP Number: 46138e362
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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 | Actions |
---|---|---|---|---|---|
Morgan Stanley | 2.7M | $137M | 100% | Mar 2024 |
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LPL Financial | 1.9M | $86M | 100% | 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 | 100% | Mar 2024 |
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FMR | 722k | $32M | 100% | 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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Invesco | 424k | $19M | -8% | Mar 2024 |
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Ameriprise Financial | 385k | $17M | 100% | Mar 2024 |
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Raymond James & Associates | 376k | $17M | 7% | Jun 2024 |
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Envestnet Asset Management | 339k | $15M | 100% | Mar 2024 |
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Equitable Holdings | 310k | $14M | 3% | Mar 2024 |
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Commonwealth Equity Services | 309k | $14M | -2% | Mar 2024 |
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Bank Of Montreal | 288k | $13M | 8% | Mar 2024 |
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Raymond James Financial Services Advisors | 249k | $11M | -15% | Jun 2024 |
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Hanson McClain Advisors | 241k | $11M | -8% | Jun 2024 |
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Citadel Advisors | 226k | $10M | 82% | Mar 2024 |
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Shilanski & Associates | 218k | $9.7M | 1% | Jun 2024 |
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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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Cetera Investment Advisers | 190k | $8.4M | 100% | Mar 2024 |
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Gunma Bank | 190k | $8.4M | 0% | Jun 2024 |
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Brookstone Capital Management | 163k | $7.6M | 0% | Jun 2024 |
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XML Financial | 161k | $7.2M | 5% | Jun 2024 |
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Janney Montgomery Scott | 158k | $7.0M | -1% | Jun 2024 |
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Retirement Network | 155k | $6.9M | 1% | 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% | Jun 2024 |
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Goss Wealth Management | 120k | $5.3M | 100% | Mar 2024 |
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Fusion Capital | 116k | $5.2M | 2% | Mar 2024 |
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Susquehanna International | 113k | $5.0M | 100% | 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 | 89k | $3.9M | -2% | Jun 2024 |
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Capital Investment Advisory Services | 87k | $3.9M | -1% | Mar 2024 |
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Dynamic Advisors Solutions | 79k | $3.5M | 26% | Jun 2024 |
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Oppenheimer & Co | 78k | $3.5M | 100% | Mar 2024 |
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Citigroup | 76k | $3.4M | 1511% | Mar 2024 |
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Cookson, Peirce & Co | 73k | $3.3M | 5% | Mar 2024 |
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Wealth Enhancement Advisory Services | 73k | $3.2M | -8% | Jun 2024 |
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Atria Wealth Solutions | 72k | $3.2M | -80% | Jun 2024 |
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David Kennon | 72k | $3.2M | -3% | Jun 2024 |
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Atria Investments | 69k | $3.1M | -3% | Mar 2024 |
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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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Mml Investors Services | 65k | $2.9M | -13% | Mar 2024 |
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Change Path | 63k | $2.8M | 116% | 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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Kestra Advisory Services | 57k | $2.5M | 77% | 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 | 47k | $2.1M | -7% | Jun 2024 |
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Arden Trust | 43k | $1.9M | 0% | Jun 2024 |
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FinTrust Capital Advisors | 41k | $1.8M | 16% | Jun 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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Lynx Investment Advisory | 36k | $1.6M | 100% | Jun 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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Diametric Capital | 30k | $1.7M | 100% | Mar 2024 |
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RDA Financial Network | 29k | $1.3M | -1% | Jun 2024 |
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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 | 100% | Mar 2024 |
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Cherry Creek Investment Advisors | 26k | $1.2M | -44% | Jun 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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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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Mercer Global Advisors | 23k | $1.0M | -12% | Mar 2024 |
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Qube Research & Technologies | 23k | $1.0M | 100% | Mar 2024 |
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International Assets Investment Management | 23k | $1.0M | -33% | Mar 2024 |
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Renaissance Technologies | 23k | $999k | 53% | Mar 2024 |
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Magnus Financial Group | 22k | $988k | 100% | 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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Lee Munder Capital Group | 22k | $965k | 1% | Mar 2024 |
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Patten | 21k | $945k | 2% | Jun 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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IMS Capital Management | 21k | $919k | 100% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 21k | $909k | 100% | Mar 2024 |
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Integrated Wealth Concepts | 20k | $890k | 100% | Mar 2024 |
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Stratos Wealth Partners | 20k | $879k | -20% | Jun 2024 |
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L.m. Kohn & Company | 20k | $873k | 0% | Mar 2024 |
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McLean Asset Management Corp | 19k | $869k | 2% | Jun 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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Gts Securities | 18k | $802k | -63% | Mar 2024 |
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Steward Partners Investment Advisory | 17k | $758k | 70% | Mar 2024 |
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Private Trust Co Na | 17k | $757k | -1% | Jun 2024 |
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SFMG Wealth Advisors | 17k | $755k | 0% | Mar 2024 |
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Prudential Financial | 17k | $754k | -14% | Mar 2024 |
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Fifth Third Securities | 17k | $753k | 1% | Jun 2024 |
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J.w. Cole Advisors | 17k | $752k | -4% | Mar 2024 |
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HBW Advisory Services | 17k | $747k | -3% | Jun 2024 |
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Western Wealth Management | 17k | $744k | 5% | Jun 2024 |
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Interactive Financial Advisors | 17k | $742k | 178% | Mar 2024 |
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Gladstone Institutional Advisory | 17k | $739k | -8% | Mar 2024 |
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Lifeworks Advisors | 17k | $735k | -2% | Mar 2024 |
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Simplicity Wealth | 17k | $733k | -33% | Jun 2024 |
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Bleakley Financial Group | 17k | $733k | 0% | Mar 2024 |
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Curran Financial Partners | 16k | $728k | 6% | Jun 2024 |
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Cornerstone Wealth Management | 16k | $693k | -2% | Jun 2024 |
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TrueWealth Advisors | 15k | $677k | -20% | Jun 2024 |
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IAM Advisory | 15k | $666k | 1% | Jun 2024 |
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Quadcap Wealth Management | 15k | $661k | -1% | Mar 2024 |
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Global Retirement Partners | 14k | $630k | -35% | Jun 2024 |
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Mutual Advisors | 14k | $629k | -34% | Mar 2024 |
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Tocqueville Asset Management | 14k | $614k | -30% | Mar 2024 |
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Curbstone Financial Management | 14k | $604k | 0% | Jun 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 | $552k | 1% | Mar 2024 |
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RVW Wealth | 12k | $543k | -48% | Jun 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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Ameritas Advisory Services | 12k | $503k | 18% | 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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Shulman DeMeo Asset Management | 11k | $494k | -6% | Jun 2024 |
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RE Dickinson Investment Advisors | 11k | $468k | 100% | 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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First Heartland Consultants | 10k | $445k | -13% | Jun 2024 |
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Financial Insights | 9.8k | $434k | 0% | Jun 2024 |
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Advisory Services Network | 9.7k | $432k | -12% | Mar 2024 |
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Nbc Securities | 9.7k | $429k | -3% | Jun 2024 |
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Win Advisors | 9.6k | $425k | -97% | Mar 2024 |
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Envestnet Portfolio Solutions | 9.4k | $416k | 5% | Jun 2024 |
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Newbridge Financial Services Group | 9.0k | $401k | 4% | 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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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 |
---|---|---|---|
GSA Capital Partners | Dec 2023 | 37k | $1.6M |
Coulter & Justus Financial Services | Dec 2023 | 25k | $1.0M |
Benjamin F. Edwards & Company | Dec 2023 | 23k | $972k |
Signature Estate and Investment Advisors | Dec 2023 | 9.4k | $400k |