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
Download as csv
Download as Excel
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 | 2.9M | $141M | 100% | Jun 2025 |
|
| LPL Financial | 2.5M | $118M | -11% | Jun 2025 |
|
| Financial Engines Advisors L.L.C | 954k | $45M | -3% | Jun 2025 |
|
| Raymond James Financial | 756k | $36M | 10% | Jun 2025 |
|
| Franklin Resources | 704k | $34M | 5% | Jun 2025 |
|
| Royal Bank of Canada | 650k | $31M | -44% | Jun 2025 |
|
| Wells Fargo & Company | 539k | $26M | -12% | Jun 2025 |
|
| UBS Group | 500k | $24M | -19% | Jun 2025 |
|
| Streettalk Advisors | 438k | $21M | 4% | Jun 2025 |
|
| Ameriprise Financial | 401k | $20M | -65% | Jun 2025 |
|
| Envestnet Asset Management | 371k | $18M | 22% | Jun 2025 |
|
| FMR | 349k | $17M | -36% | Jun 2025 |
|
| Equitable Holdings | 318k | $15M | 2% | Jun 2025 |
|
| Commonwealth Equity Services | 276k | $14M | -3% | Sep 2025 |
|
| Bank Of Montreal | 264k | $13M | 100% | Jun 2025 |
|
| Private Advisor | 242k | $12M | 26% | Jun 2025 |
|
| Stifel Financial | 232k | $11M | -7% | Jun 2025 |
|
| Shilanski & Associates | 231k | $11M | 3% | Sep 2025 |
|
| Cetera Investment Advisers | 222k | $11M | 5% | Jun 2025 |
|
| BTS Asset Management | 214k | $10M | 100% | Jun 2025 |
|
| Jones Financial Companies, L.L | 212k | $10M | -3% | Sep 2025 |
|
| Advisor Group Holdings | 205k | $9.7M | -10% | Jun 2025 |
|
| Hanson McClain Advisors | 202k | $9.6M | -4% | Jun 2025 |
|
| Intrinsic Edge Capital Management | 200k | $9.5M | 33% | Jun 2025 |
|
| XML Financial | 198k | $9.8M | 0% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 197k | $9.7M | -3% | Sep 2025 |
|
| Susquehanna International | 176k | $8.4M | 309% | Jun 2025 |
|
| Janney Montgomery Scott | 163k | $8.1M | 0% | Sep 2025 |
|
| Retirement Network | 160k | $7.6M | 3% | Jun 2025 |
|
| Gunma Bank | 145k | $6.9M | 0% | Jun 2025 |
|
| Brookstone Capital Management | 140k | $6.9M | -4% | Sep 2025 |
|
| Northside Capital Management | 133k | $6.6M | 0% | Sep 2025 |
|
| Branch Banking & Trust Company | 125k | $5.9M | -9% | Jun 2025 |
|
| Fortis Group Advisors | 124k | $5.9M | -2% | Sep 2025 |
|
| Fusion Capital | 123k | $5.9M | 2% | Jun 2025 |
|
| Foguth Wealth Management | 117k | $5.6M | 959% | Jun 2025 |
|
| Goss Wealth Management | 115k | $5.5M | 1% | Jun 2025 |
|
| Oppenheimer & Co | 93k | $4.4M | 2% | Jun 2025 |
|
| Warren Averett Asset Management | 93k | $4.4M | 140% | Jun 2025 |
|
| Geneos Wealth Management | 93k | $4.6M | -1% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 90k | $4.3M | 797% | Jun 2025 |
|
| Clal Insurance Enterprises Holdings | 85k | $4.2M | 0% | Sep 2025 |
|
| Creative Planning | 85k | $4.0M | -15% | Jun 2025 |
|
| Wealth Enhancement Advisory Services | 83k | $4.1M | 0% | Sep 2025 |
|
| Lee Munder Capital Group | 80k | $3.9M | 8% | Sep 2025 |
|
| Venture Visionary Partners | 79k | $3.9M | 0% | Sep 2025 |
|
| Capital Investment Advisory Services | 75k | $3.7M | 1% | Sep 2025 |
|
| Arete Wealth Advisors | 71k | $3.5M | 1% | Sep 2025 |
|
| Change Path | 69k | $3.3M | 22% | Jun 2025 |
|
| Kestra Advisory Services | 68k | $3.2M | 4% | Jun 2025 |
|
| Delos Wealth Advisors | 65k | $3.1M | -7% | Jun 2025 |
|
| Stonebridge Wealth Management | 64k | $3.2M | -1% | Sep 2025 |
|
| Mml Investors Services | 64k | $3.0M | -19% | Jun 2025 |
|
| David Kennon | 63k | $3.0M | -3% | Jun 2025 |
|
| Cookson, Peirce & Co | 60k | $3.0M | 2% | Sep 2025 |
|
| Mariner Wealth Advisors | 58k | $2.8M | 2% | Jun 2025 |
|
| Pinnacle Wealth Management Group | 58k | $2.8M | 4% | Sep 2025 |
|
| LM Advisors | 56k | $2.6M | -4% | Jun 2025 |
|
| Lynx Investment Advisory | 48k | $2.4M | 8% | Sep 2025 |
|
| Baird Financial | 47k | $2.2M | 16% | Jun 2025 |
|
| Washington Trust Bank | 45k | $2.2M | 13% | Sep 2025 |
|
| Mercer Global Advisors | 45k | $2.1M | -4% | Jun 2025 |
|
| Tyche Wealth Partners | 43k | $2.0M | -4% | Jun 2025 |
|
| WJ Financial Advisors | 41k | $2.0M | 100% | Sep 2025 |
|
| Silver Oak Securities | 40k | $2.0M | 7211% | Sep 2025 |
|
| H D Vest Advisory Services | 39k | $1.9M | -1% | Jun 2025 |
|
| Curran Financial Partners | 38k | $1.9M | 23% | Sep 2025 |
|
| Atlas Legacy Advisors | 38k | $1.8M | 12% | Jun 2025 |
|
| Massmutual Trust | 36k | $1.8M | 5% | Sep 2025 |
|
| HighTower Advisors | 36k | $1.7M | 1% | Jun 2025 |
|
| Meritage Portfolio Management | 36k | $1.8M | 49% | Sep 2025 |
|
| Private Trust Co Na | 35k | $1.7M | -2% | Sep 2025 |
|
| Buckingham Strategic Partners | 35k | $1.6M | 14% | Jun 2025 |
|
| Jane Street | 33k | $1.5M | 1% | Jun 2025 |
|
| Steward Partners Investment Advisory | 33k | $1.6M | 65% | Sep 2025 |
|
| Stratos Wealth Partners | 32k | $1.6M | 13% | Sep 2025 |
|
| Park Edge Advisors | 32k | $1.6M | 11% | Sep 2025 |
|
| Citadel Advisors | 31k | $1.5M | 24% | Jun 2025 |
|
| Axxcess Wealth Management | 31k | $1.5M | 33% | Sep 2025 |
|
| Arkadios Wealth Advisors | 30k | $1.5M | 0% | Sep 2025 |
|
| Patten & Patten | 29k | $1.4M | 0% | Sep 2025 |
|
| Gts Securities | 28k | $1.3M | 100% | Jun 2025 |
|
| Brookwood Investment Group | 28k | $1.4M | -1% | Sep 2025 |
|
| Invesco | 28k | $1.3M | -8% | Jun 2025 |
|
| Mitsubishi UFJ Asset Management | 27k | $1.3M | -3% | Jun 2025 |
|
| Qube Research & Technologies | 27k | $1.3M | 100% | Jun 2025 |
|
| RDA Financial Network | 27k | $1.3M | -2% | Sep 2025 |
|
| Concurrent Investment Advisors | 26k | $1.3M | -22% | Sep 2025 |
|
| D.A. Davidson & Co. | 26k | $1.3M | -6% | Sep 2025 |
|
| Perigon Wealth Management | 26k | $1.3M | -2% | Sep 2025 |
|
| Patten | 26k | $1.3M | 1% | Sep 2025 |
|
| Summit Financial Wealth Advisors | 25k | $1.2M | 2% | Sep 2025 |
|
| Crescent Grove Advisors | 24k | $1.2M | 122% | Jun 2025 |
|
| Colonial River Wealth Management | 24k | $1.2M | 62% | Jun 2025 |
|
| Parallel Advisors | 24k | $1.2M | 1% | Jun 2025 |
|
| Northwestern Mutual Wealth Management Company | 24k | $1.1M | 15% | Jun 2025 |
|
| J.w. Cole Advisors | 23k | $1.1M | -8% | Jun 2025 |
|
| L.m. Kohn & Company | 22k | $1.0M | 6% | Jun 2025 |
|
| CVA Family Office | 21k | $1.0M | 0% | Jun 2025 |
|
| Kestra Investment Management | 20k | $929k | -7% | Jun 2025 |
|
| McLean Asset Management Corp | 20k | $968k | 0% | Sep 2025 |
|
| Pathstone Holdings | 20k | $929k | -7% | Jun 2025 |
|
| Lifeworks Advisors | 20k | $966k | 2% | Sep 2025 |
|
| Davenport & Co | 20k | $965k | 5% | Sep 2025 |
|
| Sage Capital Management | 19k | $952k | -4% | Sep 2025 |
|
| Integrated Wealth Concepts | 19k | $902k | 0% | Jun 2025 |
|
| HB Wealth Management | 19k | $930k | 10% | Sep 2025 |
|
| Atria Wealth Solutions | 18k | $875k | -73% | Jun 2025 |
|
| Code Waechter | 18k | $893k | 1% | Sep 2025 |
|
| Golden State Equity Partners | 18k | $904k | 11% | Sep 2025 |
|
| Sunbelt Securities | 18k | $875k | -5% | Jun 2025 |
|
| Western Wealth Management | 17k | $829k | 0% | Jun 2025 |
|
| SFMG Wealth Advisors | 17k | $809k | 0% | Jun 2025 |
|
| Bleakley Financial Group | 17k | $815k | 0% | Sep 2025 |
|
| Koshinski Asset Management | 16k | $810k | 1% | Sep 2025 |
|
| Miracle Mile Advisors | 16k | $800k | -1% | Sep 2025 |
|
| Global Retirement Partners | 16k | $780k | -5% | Sep 2025 |
|
| Cornerstone Wealth Management | 16k | $745k | 0% | Jun 2025 |
|
| Stratos Wealth Advisors | 16k | $773k | 26% | Sep 2025 |
|
| Sigma Planning | 16k | $768k | -2% | Sep 2025 |
|
| IMS Capital Management | 15k | $728k | -11% | Jun 2025 |
|
| Golden State Wealth Management | 15k | $728k | -11% | Jun 2025 |
|
| Investors Research Corp | 15k | $756k | 0% | Sep 2025 |
|
| Portland Financial Advisors | 15k | $754k | 0% | Sep 2025 |
|
| Gladstone Institutional Advisory | 15k | $746k | 1% | Sep 2025 |
|
| Cowa | 15k | $741k | 18% | Sep 2025 |
|
| AlphaStar Capital Management | 15k | $707k | -7% | Jun 2025 |
|
| Prospera Financial Services | 15k | $701k | 3% | Jun 2025 |
|
| Interactive Financial Advisors | 15k | $699k | -4% | Jun 2025 |
|
| Fifth Third Securities | 15k | $722k | 0% | Sep 2025 |
|
| Tocqueville Asset Management | 14k | $684k | 3% | Jun 2025 |
|
| Sontag Advisory | 14k | $675k | 0% | Jun 2025 |
|
| HBW Advisory Services | 14k | $694k | -1% | Sep 2025 |
|
| Curbstone Financial Management | 14k | $692k | 0% | Sep 2025 |
|
| AlphaCore Capital | 14k | $653k | -16% | Jun 2025 |
|
| TrueWealth Advisors | 14k | $677k | -1% | Sep 2025 |
|
| Level Four Advisory Services | 13k | $614k | 8% | Jun 2025 |
|
| Tower Research Capital | 13k | $600k | 168% | Jun 2025 |
|
| Envestnet Portfolio Solutions | 13k | $621k | 2% | Sep 2025 |
|
| Daiwa Securities Group | 13k | $595k | 1% | Jun 2025 |
|
| Magnus Financial Group | 12k | $605k | 0% | Sep 2025 |
|
| RVW Wealth | 12k | $589k | 0% | Sep 2025 |
|
| International Assets Investment Management | 12k | $575k | 0% | Sep 2025 |
|
| Spire Wealth Management | 12k | $587k | 28% | Sep 2025 |
|
| PFG Investments | 12k | $580k | -2% | Sep 2025 |
|
| Farther Finance Advisors | 12k | $567k | 26% | Sep 2025 |
|
| Steel Peak Wealth Management | 12k | $566k | -44% | Sep 2025 |
|
| Whittier Trust | 11k | $562k | 0% | Sep 2025 |
|
| Atomi Financial Group | 11k | $553k | 0% | Sep 2025 |
|
| Sovran Advisors | 10k | $487k | -86% | Sep 2025 |
|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 10k | $490k | -21% | Jun 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 10k | $475k | -18% | Jun 2025 |
|
| Integrity Alliance | 9.8k | $466k | -45% | Jun 2025 |
|
| Ameritas Advisory Services | 8.7k | $430k | -26% | Sep 2025 |
|
| Prostatis Group | 8.4k | $398k | -95% | Jun 2025 |
|
| Renaissance Technologies | 7.7k | $366k | -82% | Jun 2025 |
|
| Two Sigma Securities | 6.5k | $307k | -53% | Jun 2025 |
|
| Clarity Capital Partners | 5.3k | $252k | -72% | Jun 2025 |
|
| Pnc Financial Services | 2.4k | $114k | -87% | Jun 2025 |
|
Who sold out of Invesco S&p 500 High Div, Low V equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Babson Capital Management | Mar 2025 | 377k | $19M |
| Retirement Financial Solutions | Jun 2025 | 121k | $5.7M |
| Signal Advisors Wealth | Jun 2025 | 116k | $5.5M |
| WESPAC Advisors SoCal | Jun 2025 | 66k | $3.1M |
| Alpha Zero | Jun 2025 | 62k | $3.0M |
| Verity Asset Management | Mar 2025 | 35k | $1.8M |
| Two Sigma Investments | Mar 2025 | 32k | $1.6M |
| Atria Investments | Jun 2025 | 23k | $1.1M |
| Quadrature Capital | Mar 2025 | 18k | $891k |
| Financial Advocates Investment Management | Jun 2025 | 13k | $604k |