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 |
|---|---|---|---|---|---|
| LPL Financial | 2.2M | $109M | 4% | Mar 2026 |
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| Brookstone Capital Management | 2.1M | $105M | 1677% | Mar 2026 |
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| Morgan Stanley | 2.0M | $102M | -6% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $65M | 100% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 915k | $44M | -1% | Dec 2025 |
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| Raymond James Financial | 685k | $33M | -3% | Dec 2025 |
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| Royal Bank of Canada | 652k | $32M | -6% | Mar 2026 |
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| Franklin Resources | 559k | $28M | -15% | Mar 2026 |
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| UBS Group | 558k | $28M | 8% | Mar 2026 |
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| Wells Fargo & Company | 519k | $26M | -19% | Mar 2026 |
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| Streettalk Advisors | 469k | $23M | 1% | Mar 2026 |
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| Private Advisor | 363k | $18M | 12% | Mar 2026 |
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| Ameriprise Financial | 346k | $17M | 1% | Mar 2026 |
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| Bank Of Montreal | 282k | $14M | 100% | Mar 2026 |
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| Envestnet Asset Management | 281k | $14M | 2% | Mar 2026 |
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| FMR | 278k | $13M | -8% | Dec 2025 |
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| Cetera Investment Advisers | 266k | $13M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 238k | $12M | -4% | Mar 2026 |
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| CWM | 237k | $11M | 4597% | Dec 2025 |
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| Janney Montgomery Scott | 232k | $12M | 38% | Mar 2026 |
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| XML Financial | 225k | $11M | 12% | Mar 2026 |
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| Jones Financial Companies, L.L | 211k | $10M | -1% | Dec 2025 |
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| Advisor Group Holdings | 210k | $10M | 4% | Dec 2025 |
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| Stifel Financial | 206k | $10M | -67% | Mar 2026 |
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| Cambridge Investment Research Advisors | 203k | $10M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 188k | $9.0M | -4% | Dec 2025 |
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| Retirement Network | 177k | $8.8M | 5% | Mar 2026 |
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| Goss Wealth Management | 154k | $7.6M | 27% | Mar 2026 |
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| Fortune Financial Group | 140k | $6.9M | 100% | Mar 2026 |
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| Fusion Capital | 135k | $6.7M | 6% | Mar 2026 |
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| Northside Capital Management | 133k | $6.6M | 0% | Mar 2026 |
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| Two Sigma Investments | 131k | $6.5M | 556% | Mar 2026 |
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| Fortis Group Advisors | 128k | $6.5M | 2% | Mar 2026 |
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| Flow Traders US | 108k | $5.3M | 1119% | Mar 2026 |
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| Branch Banking & Trust Company | 102k | $5.1M | -13% | Mar 2026 |
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| Flagship Harbor Advisors | 101k | $5.0M | 697% | Mar 2026 |
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| Jump Financial | 99k | $4.7M | 100% | Dec 2025 |
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| Equitable Holdings | 96k | $4.6M | -31% | Mar 2026 |
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| Lee Munder Capital Group | 91k | $4.5M | 20% | Mar 2026 |
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| Change Path | 90k | $4.5M | -1% | Mar 2026 |
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| Oppenheimer & Co | 90k | $4.5M | 0% | Mar 2026 |
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| Venture Visionary Partners | 89k | $4.4M | 12% | Mar 2026 |
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| Advocate Investing Services | 89k | $4.4M | 100% | Mar 2026 |
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| Creative Planning | 88k | $4.4M | 6% | Mar 2026 |
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| Clal Insurance Enterprises Holdings | 85k | $4.2M | 0% | Mar 2026 |
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| Delos Wealth Advisors | 82k | $4.1M | 10% | Mar 2026 |
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| Sanctuary Advisors | 81k | $4.0M | -42% | Mar 2026 |
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| Susquehanna International | 74k | $3.5M | 214% | Dec 2025 |
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| Advisor OS | 73k | $3.6M | 100% | Mar 2026 |
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| Chris Bulman | 73k | $3.6M | 100% | Mar 2026 |
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| Lynx Investment Advisory | 70k | $3.5M | 57% | Mar 2026 |
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| Prostatis Group | 66k | $3.3M | -31% | Mar 2026 |
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| Geneos Wealth Management | 66k | $3.3M | 1% | Mar 2026 |
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| Capital Investment Advisory Services | 65k | $3.2M | -14% | Mar 2026 |
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| Pinnacle Wealth Management Group | 60k | $3.0M | 4% | Mar 2026 |
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| Kestra Advisory Services | 60k | $3.0M | 11% | Mar 2026 |
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| David Kennon | 58k | $2.9M | -1% | Mar 2026 |
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| Mml Investors Services | 56k | $2.8M | -3% | Mar 2026 |
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| Steward Partners Investment Advisory | 55k | $2.7M | 20% | Mar 2026 |
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| Mariner Wealth Advisors | 54k | $2.7M | -1% | Mar 2026 |
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| Cookson, Peirce & Co | 54k | $2.7M | -16% | Mar 2026 |
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| Baird Financial | 53k | $2.6M | 2% | Dec 2025 |
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| Curran Financial Partners | 51k | $2.5M | 16% | Mar 2026 |
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| WJ Financial Advisors | 51k | $2.5M | 2% | Mar 2026 |
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| AlphaCore Capital | 51k | $2.5M | 389% | Mar 2026 |
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| Stonebridge Wealth Management | 50k | $2.5M | -2% | Mar 2026 |
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| Pensionmark Financial Group | 48k | $2.4M | 1% | Mar 2026 |
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| Massmutual Trust | 46k | $2.3M | 41% | Mar 2026 |
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| Washington Trust Bank | 45k | $2.2M | 2% | Mar 2026 |
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| Tyche Wealth Partners | 42k | $2.1M | 0% | Mar 2026 |
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| Viawealth | 40k | $2.0M | 8% | Mar 2026 |
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| AQR Capital Management | 39k | $1.9M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 39k | $1.9M | 38% | Mar 2026 |
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| Mercer Global Advisors | 39k | $1.9M | -12% | Mar 2026 |
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| Meritage Portfolio Management | 38k | $1.8M | 7% | Dec 2025 |
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| Park Edge Advisors | 36k | $1.8M | 4% | Mar 2026 |
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| Greenberg Financial Group | 36k | $1.7M | 100% | Dec 2025 |
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| Warren Averett Asset Management | 35k | $1.7M | -60% | Dec 2025 |
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| Buckingham Strategic Partners | 35k | $1.7M | -9% | Mar 2026 |
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| Financial Solutions Advisory Group | 34k | $1.7M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 33k | $1.6M | 80% | Mar 2026 |
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| Goldman Sachs Group | 33k | $1.6M | 100% | Mar 2026 |
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| J.w. Cole Advisors | 33k | $1.6M | 9% | Mar 2026 |
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| Colonial River Wealth Management | 32k | $1.6M | 4% | Mar 2026 |
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| HighTower Advisors | 32k | $1.6M | -2% | Mar 2026 |
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| Winter & Associates | 32k | $1.6M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 32k | $1.6M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 31k | $1.6M | 4% | Mar 2026 |
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| Citadel Advisors | 31k | $1.5M | -50% | Mar 2026 |
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| Atlas Legacy Advisors | 30k | $1.5M | 2% | Mar 2026 |
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| Golden State Equity Partners | 30k | $1.5M | 100% | Mar 2026 |
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| Crescent Grove Advisors | 28k | $1.4M | 3% | Mar 2026 |
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| Brookwood Investment Group | 28k | $1.4M | 2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 27k | $1.3M | -3% | Mar 2026 |
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| RDA Financial Network | 27k | $1.3M | 0% | Mar 2026 |
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| Invesco | 26k | $1.3M | 2% | Mar 2026 |
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| Harbour Investments | 26k | $1.3M | 462% | Mar 2026 |
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| Private Trust Co Na | 26k | $1.3M | 0% | Mar 2026 |
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| Summit Financial Wealth Advisors | 25k | $1.3M | 3% | Mar 2026 |
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| Triad Wealth Partners | 25k | $1.2M | 277% | Mar 2026 |
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| Concurrent Investment Advisors | 25k | $1.2M | 5% | Mar 2026 |
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| Perigon Wealth Management | 24k | $1.2M | -3% | Mar 2026 |
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| Patten | 24k | $1.2M | 25% | Mar 2026 |
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| Patten & Patten | 24k | $1.2M | 6% | Mar 2026 |
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| Financial Discovery Group | 23k | $1.1M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 23k | $1.1M | -13% | Mar 2026 |
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| Jane Street | 22k | $1.1M | 140% | Mar 2026 |
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| Foguth Wealth Management | 21k | $1.0M | -89% | Mar 2026 |
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| Davenport & Co | 21k | $1.0M | 2% | Mar 2026 |
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| CVA Family Office | 21k | $1.0M | 1% | Mar 2026 |
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| RFG Advisory | 21k | $1.0M | 100% | Mar 2026 |
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| Western Wealth Management | 20k | $986k | -2% | Mar 2026 |
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| Sage Capital Management | 20k | $972k | 0% | Mar 2026 |
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| McLean Asset Management Corp | 19k | $934k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 19k | $932k | 100% | Mar 2026 |
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| Code Waechter | 18k | $911k | 0% | Mar 2026 |
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| Koshinski Asset Management | 18k | $910k | 11% | Mar 2026 |
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| Sunbelt Securities | 18k | $895k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 18k | $878k | 100% | Mar 2026 |
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| Level Four Advisory Services | 17k | $835k | 12% | Dec 2025 |
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| AlphaStar Capital Management | 17k | $841k | -5% | Mar 2026 |
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| Independent Advisor Alliance | 17k | $832k | 100% | Mar 2026 |
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| Gts Securities | 16k | $785k | -23% | Dec 2025 |
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| Tocqueville Asset Management | 16k | $807k | -8% | Mar 2026 |
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| Parallel Advisors | 16k | $806k | -23% | Mar 2026 |
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| Gladstone Institutional Advisory | 16k | $800k | 1% | Mar 2026 |
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| Bleakley Financial Group | 16k | $796k | -3% | Mar 2026 |
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| Global Retirement Partners | 16k | $764k | 1% | Dec 2025 |
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| Pacific Financial Group | 16k | $758k | 100% | Dec 2025 |
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| Eagle Strategies | 16k | $777k | 25% | Mar 2026 |
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| Cornerstone Wealth Management | 16k | $768k | -2% | Mar 2026 |
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| Investors Research Corp | 15k | $759k | 0% | Mar 2026 |
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| Tower Research Capital | 15k | $703k | -15% | Dec 2025 |
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| Portland Financial Advisors | 15k | $721k | -1% | Mar 2026 |
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| Curbstone Financial Management | 14k | $695k | 0% | Mar 2026 |
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| Wealthfront Advisers | 14k | $677k | 21% | Mar 2026 |
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| Fifth Third Securities | 14k | $676k | -5% | Mar 2026 |
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| TrueWealth Advisors | 14k | $676k | 0% | Mar 2026 |
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| Sigma Planning | 14k | $670k | -9% | Mar 2026 |
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| Medallion Wealth Advisors | 13k | $663k | -2% | Mar 2026 |
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| Sontag Advisory | 13k | $656k | -3% | Mar 2026 |
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| Tudor Investment Corporation | 13k | $647k | 100% | Mar 2026 |
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| SFMG Wealth Advisors | 13k | $639k | 0% | Mar 2026 |
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| Prospera Financial Services | 13k | $630k | 6% | Mar 2026 |
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| PFG Investments | 13k | $629k | 4% | Mar 2026 |
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| Citigroup | 13k | $627k | 100% | Mar 2026 |
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| Farther Finance Advisors | 13k | $623k | 0% | Mar 2026 |
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| Principal Securities | 13k | $622k | 100% | Mar 2026 |
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| Magnus Financial Group | 12k | $615k | 1% | Mar 2026 |
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| Financial Insights | 12k | $613k | 6% | Mar 2026 |
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| Golden State Wealth Management | 12k | $585k | -16% | Mar 2026 |
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| HBW Advisory Services | 11k | $548k | -18% | Mar 2026 |
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| Steel Peak Wealth Management | 8.7k | $432k | -94% | Mar 2026 |
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| International Assets Investment Management | 7.0k | $344k | -52% | Mar 2026 |
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| Envestnet Portfolio Solutions | 6.4k | $318k | -50% | Mar 2026 |
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| Two Sigma Securities | 4.6k | $228k | -74% | Mar 2026 |
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| Mitsubishi UFJ Asset Management | 3.1k | $154k | -88% | Mar 2026 |
|
Who sold out of Invesco S&p 500 High Div, Low V equities?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TLS Advisors | Dec 2025 | 250k | $463k |
| Jpmorgan Chase & Co | Sep 2025 | 203k | $10M |
| BTS Asset Management | Dec 2025 | 181k | $8.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 140k | $6.8M |
| Arete Wealth Advisors | Dec 2025 | 73k | $3.5M |
| Axxcess Wealth Management | Dec 2025 | 60k | $2.9M |
| D. E. Shaw & Co | Dec 2025 | 45k | $2.2M |
| Atria Investments | Dec 2025 | 17k | $810k |
| Cowa | Sep 2025 | 15k | $741k |
| CI Private Wealth | Dec 2025 | 13k | $75k |