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 Actions
Morgan Stanley 3.7M $154M -16% Jun 2023
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LPL Financial 2.1M $87M -3% Jun 2023
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Bank of America Corporation 1.6M $66M -18% Jun 2023
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Royal Bank of Canada 1.2M $50M -20% Jun 2023
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Financial Engines Advisors L.L.C 1.1M $47M 0% Jun 2023
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Wells Fargo & Company 1.1M $45M -34% Jun 2023
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Franklin Resources 689k $29M 2% Jun 2023
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UBS Group 613k $25M -23% Jun 2023
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Raymond James Financial Services Advisors 570k $24M -22% Jun 2023
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Invesco 500k $21M 0% Jun 2023
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Streettalk Advisors 497k $21M -25% Jun 2023
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Ameriprise Financial 485k $20M -44% Jun 2023
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Raymond James & Associates 476k $20M -8% Jun 2023
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Silicon Valley Capital Partners 444k $18M 14% Jun 2023
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Envestnet Asset Management 419k $17M -23% Jun 2023
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Jpmorgan Chase & Co 410k $17M 2% Jun 2023
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Commonwealth Equity Services 366k $15M -5% Jun 2023
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Atria Wealth Solutions 349k $14M -4% Jun 2023
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FMR 331k $14M -11% Jun 2023
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Advisor Group Holdings 331k $14M -56% Jun 2023
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Janney Montgomery Scott 328k $14M -2% Jun 2023
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Cambridge Investment Research Advisors 287k $12M -10% Jun 2023
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Bank Of Montreal 277k $12M -20% Jun 2023
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Gts Securities 257k $11M 100% Jun 2023
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Equitable Holdings 246k $10M 5% Jun 2023
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Shilanski & Associates 205k $8.5M 100% Jun 2023
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Brookstone Capital Management 202k $8.4M -12% Jun 2023
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IFG Advisory 198k $8.2M 1% Jun 2023
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David Kennon 193k $8.0M 1% Jun 2023
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TrueWealth Advisors 172k $7.1M -47% Jun 2023
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Keystone Financial Group 167k $6.9M 19% Jun 2023
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Private Advisor 167k $6.9M -64% Jun 2023
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Citadel Advisors 162k $6.7M 36% Jun 2023
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Retirement Network 158k $6.5M -4% Jun 2023
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Branch Banking & Trust Company 155k $6.4M -68% Jun 2023
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Gunma Bank 155k $6.4M 15% Jun 2023
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Warren Averett Asset Management 147k $6.1M 9% Jun 2023
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Financial Network Investment Corporation 145k $6.0M -19% Jun 2023
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Multi-Financial Securities 140k $5.8M -14% Jun 2023
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Northside Capital Management 133k $5.5M 0% Jun 2023
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Jane Street 131k $5.4M 156% Jun 2023
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AE Wealth Management 130k $5.4M 5% Jun 2023
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Fusion Capital 123k $5.1M 1% Jun 2023
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Palladiem 122k $5.1M -10% Mar 2023
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Geneos Wealth Management 120k $5.0M 8% Jun 2023
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Retirement Financial Solutions 118k $4.9M 8% Jun 2023
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Susquehanna International 112k $4.6M -18% Jun 2023
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Goss Wealth Management 107k $4.4M 50% Jun 2023
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Atria Investments 106k $4.4M -17% Jun 2023
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Stifel Financial 105k $4.4M -40% Jun 2023
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Sawtooth Asset Management 104k $4.3M -4% Jun 2023
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Lake Hills Wealth Management 99k $4.1M -34% Jun 2023
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Mml Investors Services 92k $3.8M -44% Jun 2023
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Natixis 91k $3.7M 1% Jun 2023
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Cetera Investment Advisers 90k $3.7M 2% Jun 2023
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Fifth Third Securities 82k $3.4M 105% Jun 2023
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XML Financial 76k $3.1M -30% Jun 2023
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Mariner Wealth Advisors 76k $3.1M 18% Jun 2023
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Fortis Group Advisors 75k $3.1M -4% Jun 2023
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Capital Investment Advisory Services 73k $3.0M 5% Jun 2023
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Oppenheimer & Co 71k $2.9M 0% Jun 2023
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D.A. Davidson & Co. 70k $2.9M -7% Jun 2023
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Cookson, Peirce & Co 67k $2.8M -3% Jun 2023
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Scotia Capital 66k $2.7M 15% Jun 2023
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Goldman Sachs Group 66k $2.7M 10% Jun 2023
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Change Path 39k $1.6M -43% Jun 2023
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Venture Visionary Partners 63k $2.6M 100% Jun 2023
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Prostatis Group 63k $2.6M -9% Jun 2023
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Hsbc Holdings 61k $2.5M 9% Jun 2023
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Hilltop Holdings 59k $2.4M 7% Jun 2023
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HighTower Advisors 59k $2.4M 8% Jun 2023
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HBW Advisory Services 58k $2.4M -10% Jun 2023
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Kestra Advisory Services 54k $2.2M -1% Jun 2023
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BTS Asset Management 50k $3.1M 464% Jun 2023
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Northwestern Mutual Wealth Management Company 49k $2.0M -66% Jun 2023
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Bard Financial Services 46k $1.9M -1% Jun 2023
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Delos Wealth Advisors 43k $1.8M 3% Jun 2023
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H D Vest Advisory Services 42k $1.7M -14% Jun 2023
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Eudaimonia Partners 40k $1.7M 1% Jun 2023
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Mitchell Mcleod Pugh & Williams 40k $1.7M 0% Jun 2023
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Arq Wealth Advisors 38k $1.6M 12% Jun 2023
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Householder Group Estate & Retirement Specialist 38k $1.6M 100% Mar 2023
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Capital Wealth Alliance 36k $1.5M 2% Jun 2023
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L.m. Kohn & Company 36k $1.5M -29% Jun 2023
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Investors Research Corp 35k $1.4M 1% Jun 2023
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Meritage Portfolio Management 35k $1.4M 8% Jun 2023
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Absolute Capital Management 34k $1.4M -4% Jun 2023
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Summit Financial Wealth Advisors 34k $1.4M -2% Jun 2023
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Empirical Asset Management 34k $1.4M 5% Jun 2023
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Sigma Planning 33k $1.4M -23% Jun 2023
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Stratos Wealth Partners 33k $1.3M 58% Jun 2023
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Tower Research Capital 32k $1.3M 145% Jun 2023
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Patten & Patten 31k $1.3M -8% Jun 2023
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RDA Financial Network 30k $1.2M -3% Jun 2023
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J.w. Cole Advisors 30k $1.2M -10% Jun 2023
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AlphaCore Capital 29k $1.2M 8% Jun 2023
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Davenport & Co 29k $1.2M -7% Jun 2023
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Arete Wealth Advisors 29k $1.2M -14% Jun 2023
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Parallel Advisors 28k $1.1M 4% Jun 2023
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Mercer Global Advisors 27k $1.1M -3% Jun 2023
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RVW Wealth 25k $1.1M 0% Jun 2023
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Comerica Securities 25k $1.0M -66% Jun 2023
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McLean Asset Management Corp 25k $1.0M 0% Jun 2023
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Integrated Wealth Concepts 23k $969k -3% Jun 2023
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Traynor Capital Management 23k $948k -2% Jun 2023
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Magnus Financial Group 22k $909k 1% Jun 2023
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Citigroup 22k $921k 16% Mar 2023
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Private Trust Co Na 21k $856k 6% Jun 2023
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Advisory Services Network 21k $856k -8% Jun 2023
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Prudential Financial 21k $854k -22% Jun 2023
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Prospera Financial Services 21k $853k 0% Jun 2023
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Gladstone Institutional Advisory 21k $853k 2% Jun 2023
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IMS Capital Management 20k $834k 2% Jun 2023
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Global Retirement Partners 20k $824k 9% Jun 2023
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Strategic Financial 20k $819k -2% Jun 2023
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Interactive Financial Advisors 20k $806k -2% Jun 2023
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Wexford Capital 19k $798k -14% Jun 2023
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Mutual Advisors 19k $793k 1% Jun 2023
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Patten 19k $772k -15% Jun 2023
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Nelson, Van Denburg & Campbell Wealth Management 18k $745k -25% Jun 2023
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Western Wealth Management 18k $733k -33% Jun 2023
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Coastal Investment Advisors 17k $701k -2% Jun 2023
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Bleakley Financial Group 17k $682k 100% Jun 2023
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Cornerstone Wealth Management 17k $681k 0% Jun 2023
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Crescent Grove Advisors 16k $658k 1% Jun 2023
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Capital Analysts 16k $741k -6% Jun 2023
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Creative Planning 16k $653k 3% Jun 2023
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Ahrens Investment Partners 16k $664k -3% Mar 2023
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IAM Advisory 16k $642k -9% Jun 2023
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Lee Munder Capital Group 16k $641k 21% Jun 2023
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Tocqueville Asset Management 15k $637k -1% Jun 2023
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Mitsubishi UFJ Asset Management 15k $624k -18% Jun 2023
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners 15k $620k 0% Jun 2023
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Fundamentun 15k $608k 19% Jun 2023
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Essex Financial Services 15k $599k -23% Jun 2023
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Peterson Wealth Management 14k $595k -12% Jun 2023
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Apollon Wealth Management 14k $587k 100% Jun 2023
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Curbstone Financial Management 14k $575k -13% Jun 2023
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EPG Wealth Management 14k $564k 1% Jun 2023
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Intrua Financial 13k $542k -31% Mar 2023
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Joseph P. Lucia & Associates 13k $532k -1% Jun 2023
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IFP Advisors 13k $522k -22% Jun 2023
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Collective Family Office 13k $521k 20% Jun 2023
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Alta Wealth Advisors 13k $521k 0% Jun 2023
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Shulman DeMeo Asset Management 13k $515k -1% Jun 2023
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Daiwa Securities Group 12k $500k 0% Jun 2023
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Lazard Asset Management 12k $490k 0% Jun 2023
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Financial Insights 12k $490k -4% Mar 2023
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Cary Street Partner Investment Advisory 12k $476k -4% Jun 2023
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Steward Partners Investment Advisory 11k $472k -17% Jun 2023
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CWM 11k $467k -28% Jun 2023
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Capital Advisors Wealth Management 9.3k $383k -83% Jun 2023
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Future Financial Wealth Managment 6.6k $273k -50% Jun 2023
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Money Concepts Capital Corp 5.8k $239k -84% Jun 2023
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Capstone Wealth Management Group 4.9k $201k -60% Jun 2023
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Migdal Insurance & Financial Holdings 4.4k $181k -65% Jun 2023
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Clear Perspectives Financial Planning 100.00 $4.2k -100% Mar 2023
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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
NEIRG Wealth Management Mar 2023 192k $8.1M
Capital Planning Advisors Mar 2023 133k $5.6M
EP Wealth Advisors Mar 2023 91k $32M
Lockheed Martin Investment Management Company Mar 2023 90k $3.8M
Ausdal Financial Partners Mar 2023 64k $2.7M
Millennium Management Mar 2023 27k $1.1M
Golden State Equity Partners Mar 2023 25k $1.0M
Belpointe Asset Management Mar 2023 24k $996k
Lee Financial Group Hawaii Mar 2023 23k $982k
Intelligence Driven Advisers Mar 2023 23k $950k
Peak Financial Advisors Mar 2023 20k $836k
SageView Advisory Group Mar 2023 16k $685k
Two Sigma Advisers Mar 2023 16k $671k
Saxon Interests Mar 2023 14k $569k
Smart Portfolios Mar 2023 13k $548k
Intl Fcstone Mar 2023 12k $499k