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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 -21% Mar 2024
 View chart
LPL Financial 1.9M $86M 2% Mar 2024
 View chart
Bank of America Corporation 1.3M $56M -10% Mar 2024
 View chart
Royal Bank of Canada 1.1M $48M -19% Mar 2024
 View chart
Financial Engines Advisors L.L.C 1.1M $48M -2% Mar 2024
 View chart
FMR 722k $32M 88% Mar 2024
 View chart
Franklin Resources 583k $26M -8% Mar 2024
 View chart
Jpmorgan Chase & Co 559k $25M 1% Mar 2024
 View chart
UBS Group 534k $24M -19% Mar 2024
 View chart
Wells Fargo & Company 526k $23M -23% Mar 2024
 View chart
Streettalk Advisors 448k $20M 26% Mar 2024
 View chart
Ameriprise Financial 385k $17M -22% Mar 2024
 View chart
Atria Wealth Solutions 359k $16M 0% Mar 2024
 View chart
Raymond James & Associates 351k $16M -9% Mar 2024
 View chart
Envestnet Asset Management 339k $15M -15% Mar 2024
 View chart
Commonwealth Equity Services 309k $14M -2% Mar 2024
 View chart
Raymond James Financial Services Advisors 293k $13M -41% Mar 2024
 View chart
Bank Of Montreal 288k $13M 8% Mar 2024
 View chart
Hanson McClain Advisors 262k $12M -1% Mar 2024
 View chart
Citadel Advisors 226k $10M 82% Mar 2024
 View chart
Shilanski & Associates 213k $9.0M 0% Dec 2023
 View chart
Advisor Group Holdings 205k $9.1M -3% Mar 2024
 View chart
Cambridge Investment Research Advisors 197k $8.7M -13% Mar 2024
 View chart
Cetera Investment Advisers 190k $8.4M 106% Mar 2024
 View chart
Gunma Bank 190k $8.4M 46% Mar 2024
 View chart
Brookstone Capital Management 163k $7.2M -4% Mar 2024
 View chart
Janney Montgomery Scott 158k $7.0M -5% Mar 2024
 View chart
Retirement Network 154k $6.5M -6% Dec 2023
 View chart
XML Financial 154k $6.8M -35% Mar 2024
 View chart
Absolute Capital Management 143k $6.3M 254% Mar 2024
 View chart
Private Advisor 135k $6.0M -5% Mar 2024
 View chart
Retirement Financial Solutions 134k $6.0M 9% Mar 2024
 View chart
Northside Capital Management 133k $5.9M 0% Mar 2024
 View chart
Goss Wealth Management 120k $5.3M 12% Mar 2024
 View chart
Fusion Capital 116k $5.2M 2% Mar 2024
 View chart
Susquehanna International 113k $5.0M -33% Mar 2024
 View chart
Stifel Financial 108k $4.8M -66% Mar 2024
 View chart
Branch Banking & Trust Company 103k $4.6M -16% Mar 2024
 View chart
Geneos Wealth Management 90k $4.0M 0% Mar 2024
 View chart
Capital Investment Advisory Services 87k $3.9M -1% Mar 2024
 View chart
Wealth Enhancement Advisory Services 80k $3.5M -11% Mar 2024
 View chart
Oppenheimer & Co 78k $3.5M 10% Mar 2024
 View chart
Citigroup 76k $3.4M 1511% Mar 2024
 View chart
David Kennon 74k $3.3M -62% Mar 2024
 View chart
Cookson, Peirce & Co 73k $3.3M 5% Mar 2024
 View chart
Atria Investments 69k $3.1M -3% Mar 2024
 View chart
Venture Visionary Partners 67k $3.0M 0% Mar 2024
 View chart
Arete Wealth Advisors 65k $2.9M 1% Mar 2024
 View chart
Dynamic Advisors Solutions 62k $2.8M 817% Mar 2024
 View chart
LM Advisors 61k $2.7M 3% Mar 2024
 View chart
D.A. Davidson & Co. 60k $2.7M 0% Mar 2024
 View chart
Mariner Wealth Advisors 59k $2.6M -7% Mar 2024
 View chart
Kowal Investment Group 57k $2.5M -2% Mar 2024
 View chart
Delos Wealth Advisors 55k $2.4M 33% Mar 2024
 View chart
Tyche Wealth Partners 50k $2.2M -4% Mar 2024
 View chart
Cherry Creek Investment Advisors 47k $2.1M 100% Mar 2024
 View chart
Arden Trust 43k $1.9M 0% Mar 2024
 View chart
Flow Traders US 38k $1.7M 100% Mar 2024
 View chart
HighTower Advisors 38k $1.7M -8% Mar 2024
 View chart
H D Vest Advisory Services 38k $1.7M -8% Mar 2024
 View chart
Fortis Group Advisors 38k $1.7M -52% Mar 2024
 View chart
FinTrust Capital Advisors 35k $1.6M 102% Mar 2024
 View chart
Mitsubishi UFJ Asset Management 34k $1.5M 100% Mar 2024
 View chart
Patten & Patten 33k $1.5M 19% Mar 2024
 View chart
Kestra Advisory Services 32k $1.4M -35% Dec 2023
 View chart
Sawtooth Asset Management 31k $1.3M -5% Dec 2023
 View chart
Diametric Capital 30k $1.7M 100% Mar 2024
 View chart
RDA Financial Network 29k $1.3M 0% Mar 2024
 View chart
Change Path 29k $1.2M 11% Dec 2023
 View chart
Investors Research Corp 29k $1.3M 0% Mar 2024
 View chart
Meritage Portfolio Management 29k $1.3M -1% Mar 2024
 View chart
Tower Research Capital 27k $1.2M -24% Mar 2024
 View chart
Warren Averett Asset Management 26k $1.2M 100% Mar 2024
 View chart
Clarity Capital Partners 25k $1.1M 0% Mar 2024
 View chart
Stratos Wealth Partners 25k $1.1M -9% Mar 2024
 View chart
Simplicity Wealth 25k $1.1M 100% Mar 2024
 View chart
Hilltop Holdings 24k $1.1M -60% Mar 2024
 View chart
Summit Financial Wealth Advisors 24k $1.1M -6% Mar 2024
 View chart
Sigma Planning 24k $1.1M 103% Mar 2024
 View chart
Parallel Advisors 24k $1.1M -2% Mar 2024
 View chart
RVW Wealth 24k $1.0M -7% Mar 2024
 View chart
Mercer Global Advisors 23k $1.0M -12% Mar 2024
 View chart
Qube Research & Technologies 23k $1.0M 3% Mar 2024
 View chart
International Assets Investment Management 23k $1.0M -33% Mar 2024
 View chart
Magnus Financial Group 22k $988k 0% Mar 2024
 View chart
AE Wealth Management 22k $986k -84% Mar 2024
 View chart
Global Assets Advisory 22k $500k 100% Mar 2024
 View chart
Jane Street 22k $978k -8% Mar 2024
 View chart
Hrt Financial 22k $973k 98% Mar 2024
 View chart
Global Retirement Partners 22k $968k 2% Mar 2024
 View chart
Lee Munder Capital Group 22k $965k 1% Mar 2024
 View chart
Empirical Asset Management 21k $932k -8% Mar 2024
 View chart
D. E. Shaw & Co 21k $930k 100% Mar 2024
 View chart
Patten 21k $923k 10% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 21k $909k -33% Mar 2024
 View chart
Prospera Financial Services 20k $859k -2% Dec 2023
 View chart
Integrated Wealth Concepts 20k $890k -13% Mar 2024
 View chart
Strategic Financial 20k $841k 0% Dec 2023
 View chart
L.m. Kohn & Company 20k $873k 0% Mar 2024
 View chart
Davenport & Co 19k $849k -3% Mar 2024
 View chart
Park Edge Advisors 19k $843k 102% Mar 2024
 View chart
McLean Asset Management Corp 19k $840k 0% Mar 2024
 View chart
TrueWealth Advisors 19k $842k -15% Mar 2024
 View chart
Gladstone Institutional Advisory 18k $767k -3% Dec 2023
 View chart
Gts Securities 18k $802k -63% Mar 2024
 View chart
HBW Advisory Services 17k $732k 0% Mar 2024
 View chart
Private Trust Co Na 17k $765k -4% Mar 2024
 View chart
Steward Partners Investment Advisory 17k $758k 70% Mar 2024
 View chart
SFMG Wealth Advisors 17k $755k 0% Mar 2024
 View chart
J.w. Cole Advisors 17k $752k -4% Mar 2024
 View chart
Fifth Third Securities 17k $747k -75% Mar 2024
 View chart
Interactive Financial Advisors 17k $742k 178% Mar 2024
 View chart
Lifeworks Advisors 17k $735k -2% Mar 2024
 View chart
Bleakley Financial Group 17k $733k 0% Mar 2024
 View chart
Cornerstone Wealth Management 16k $710k -2% Mar 2024
 View chart
Western Wealth Management 16k $706k 1% Mar 2024
 View chart
Curran Financial Partners 15k $685k 10% Mar 2024
 View chart
Quadcap Wealth Management 15k $661k -1% Mar 2024
 View chart
IAM Advisory 15k $659k -3% Mar 2024
 View chart
Mutual Advisors 14k $629k -34% Mar 2024
 View chart
Focus Financial Network 14k $594k 100% Dec 2023
 View chart
Tocqueville Asset Management 14k $614k -30% Mar 2024
 View chart
Curbstone Financial Management 14k $604k -1% Mar 2024
 View chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners 13k $577k 0% Mar 2024
 View chart
Nelson, Van Denburg & Campbell Wealth Management 13k $558k -6% Mar 2024
 View chart
EPG Wealth Management 12k $509k 1% Dec 2023
 View chart
Shulman DeMeo Asset Management 12k $528k -4% Mar 2024
 View chart
Daiwa Securities Group 12k $524k 0% Mar 2024
 View chart
HB Wealth Management 12k $517k 0% Mar 2024
 View chart
Financial Advocates Investment Management 12k $516k 3% Mar 2024
 View chart
First Heartland Consultants 12k $514k -8% Mar 2024
 View chart
PFG Investments 12k $509k 100% Mar 2024
 View chart
Atomi Financial Group 11k $497k 0% Mar 2024
 View chart
Buckingham Strategic Partners 11k $495k 112% Mar 2024
 View chart
RE Dickinson Investment Advisors 11k $468k -6% Mar 2024
 View chart
Sunbelt Securities 10k $462k 1% Mar 2024
 View chart
Credit Suisse 10k $460k 0% Mar 2024
 View chart
Mitchell Mcleod Pugh & Williams 10k $457k 0% Mar 2024
 View chart
Cowa 10k $456k 100% Mar 2024
 View chart
Nbc Securities 9.9k $441k -3% Mar 2024
 View chart
Financial Insights 9.8k $434k 3% Mar 2024
 View chart
Advisory Services Network 9.7k $432k -12% Mar 2024
 View chart
Ameritas Advisory Services 9.7k $407k -10% Dec 2023
 View chart
Win Advisors 9.6k $425k -97% Mar 2024
 View chart
Newbridge Financial Services Group 9.0k $401k 4% Mar 2024
 View chart
Envestnet Portfolio Solutions 8.9k $396k 1% Mar 2024
 View chart
Two Sigma Securities 8.9k $395k 68% Mar 2024
 View chart
Essex Financial Services 8.8k $391k -32% Mar 2024
 View chart
Crescent Grove Advisors 8.8k $390k 7% Mar 2024
 View chart
Coastal Investment Advisors 8.7k $387k -16% Mar 2024
 View chart
Second Half Financial Partners 8.6k $384k 5% Mar 2024
 View chart
Baird Financial 8.5k $360k -12% Dec 2023
 View chart
Joseph P. Lucia & Associates 8.3k $369k -17% Mar 2024
 View chart
Lincoln National 8.2k $362k -50% Mar 2024
 View chart
Householder Group Estate & Retirement Specialist 7.5k $333k -45% Mar 2024
 View chart
Orion Portfolio Solutions 7.0k $313k -20% Mar 2024
 View chart
CWM 7.0k $312k -24% Mar 2024
 View chart
Fundamentun 7.0k $311k -45% Mar 2024
 View chart
Brian McDonald 6.0k $269k -30% Mar 2024
 View chart
Advisory Alpha 6.0k $268k -41% Mar 2024
 View chart
Haverford Trust Company 6.0k $266k -71% Mar 2024
 View chart
Capital Analysts 1.4k $63k -90% Mar 2024
 View chart

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

Fund or Company Name Date Sold Shares Held Valued At
Financial Network Investment Corporation Sep 2023 137k $5.3M
Fischer Investment Strategies Sep 2023 132k $5.2M
Natixis Sep 2023 82k $3.2M
Multi-Financial Securities Sep 2023 63k $2.5M
Capital Wealth Alliance Dec 2023 39k $1.6M
GSA Capital Partners Dec 2023 37k $1.6M
Steel Peak Wealth Management Dec 2023 34k $1.5M
AlphaCore Capital Sep 2023 31k $1.2M
Silver Oak Securities Dec 2023 29k $1.2M
Coulter & Justus Financial Services Dec 2023 25k $1.0M
Benjamin F. Edwards & Company Dec 2023 23k $972k
Colonial River Wealth Management Dec 2023 14k $573k
Lazard Asset Management Sep 2023 12k $465k
Cary Street Partner Investment Advisory Dec 2023 11k $475k
Signature Estate and Investment Advisors Dec 2023 9.4k $400k