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 3.4M $134M -8% Sep 2023
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LPL Financial 1.9M $75M -9% Sep 2023
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Bank of America Corporation 1.4M $59M -23% Dec 2023
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Royal Bank of Canada 1.3M $57M 22% Dec 2023
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Financial Engines Advisors L.L.C 1.1M $43M -2% Sep 2023
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Wells Fargo & Company 681k $29M -9% Dec 2023
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UBS Group 661k $28M 22% Dec 2023
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Franklin Resources 634k $27M 8% Dec 2023
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Jpmorgan Chase & Co 551k $23M 36% Dec 2023
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Raymond James Financial Services Advisors 500k $21M -2% Dec 2023
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Ameriprise Financial 492k $18M 1% Sep 2023
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Invesco 471k $18M -6% Sep 2023
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Envestnet Asset Management 400k $16M -4% Sep 2023
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Raymond James & Associates 385k $16M -12% Dec 2023
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FMR 384k $15M 16% Sep 2023
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Win Advisors 372k $16M 100% Dec 2023
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Atria Wealth Solutions 358k $15M 2% Dec 2023
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Streettalk Advisors 356k $15M -20% Dec 2023
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Stifel Financial 318k $14M 301% Dec 2023
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Commonwealth Equity Services 317k $13M -2% Dec 2023
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Equitable Holdings 270k $11M 10% Sep 2023
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Bank Of Montreal 267k $11M 10% Dec 2023
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Hanson McClain Advisors 265k $11M 2012% Dec 2023
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XML Financial 235k $9.2M 211% Sep 2023
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Cambridge Investment Research Advisors 228k $9.6M -2% Dec 2023
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Shilanski & Associates 213k $9.0M 0% Dec 2023
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Advisor Group Holdings 211k $8.9M -29% Dec 2023
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David Kennon 195k $8.3M 0% Dec 2023
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Brookstone Capital Management 170k $7.2M -12% Dec 2023
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Susquehanna International 169k $6.6M 51% Sep 2023
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Janney Montgomery Scott 167k $7.1M -40% Dec 2023
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Retirement Network 154k $6.5M -6% Dec 2023
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Private Advisor 141k $6.0M 2% Dec 2023
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AE Wealth Management 139k $5.9M 7% Dec 2023
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Financial Network Investment Corporation 137k $5.3M -6% Sep 2023
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Northside Capital Management 133k $5.6M 0% Dec 2023
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Gunma Bank 130k $5.5M -16% Dec 2023
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Citadel Advisors 124k $5.3M -4% Dec 2023
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Retirement Financial Solutions 123k $5.2M 7% Dec 2023
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Branch Banking & Trust Company 123k $5.2M -8% Dec 2023
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Fusion Capital 114k $4.8M -2% Dec 2023
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Goss Wealth Management 108k $4.2M 1% Sep 2023
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Cetera Investment Advisers 92k $3.6M 3% Sep 2023
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Geneos Wealth Management 90k $3.8M -27% Dec 2023
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Wealth Enhancement Advisory Services 89k $3.8M 252% Dec 2023
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Capital Investment Advisory Services 89k $3.8M -1% Dec 2023
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Mml Investors Services 83k $3.2M -10% Sep 2023
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Natixis 82k $3.2M -9% Sep 2023
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Fortis Group Advisors 80k $3.4M 0% Dec 2023
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Oppenheimer & Co 71k $2.8M 1% Sep 2023
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Atria Investments 71k $3.0M -19% Dec 2023
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Cookson, Peirce & Co 70k $3.0M 4% Dec 2023
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Fifth Third Securities 69k $2.7M -16% Sep 2023
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Venture Visionary Partners 67k $2.8M 6% Dec 2023
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Arete Wealth Advisors 65k $2.7M 550% Dec 2023
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Mariner Wealth Advisors 64k $2.7M 1% Dec 2023
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Multi-Financial Securities 63k $2.5M -55% Sep 2023
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Hilltop Holdings 61k $2.6M 3% Dec 2023
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D.A. Davidson & Co. 60k $2.6M -6% Dec 2023
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LM Advisors 59k $2.5M 100% Dec 2023
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Kowal Investment Group 58k $2.5M 683% Dec 2023
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Tyche Wealth Partners 52k $2.2M 100% Dec 2023
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Gts Securities 49k $2.1M 34% Dec 2023
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Arden Trust 43k $1.8M 100% Dec 2023
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H D Vest Advisory Services 42k $1.8M -5% Dec 2023
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HighTower Advisors 42k $1.8M -85% Dec 2023
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Delos Wealth Advisors 41k $1.8M -1% Dec 2023
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Absolute Capital Management 40k $1.7M 15% Dec 2023
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Capital Wealth Alliance 39k $1.6M 2% Dec 2023
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GSA Capital Partners 37k $1.6M 309% Dec 2023
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Tower Research Capital 36k $1.4M 14% Sep 2023
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International Assets Investment Management 34k $1.5M -82% Dec 2023
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Steel Peak Wealth Management 34k $1.5M 246% Dec 2023
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Kestra Advisory Services 32k $1.4M -35% Dec 2023
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AlphaCore Capital 31k $1.2M 5% Sep 2023
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Sawtooth Asset Management 31k $1.3M -5% Dec 2023
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Northwestern Mutual Wealth Management Company 30k $1.2M -38% Sep 2023
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RDA Financial Network 29k $1.2M -1% Dec 2023
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Change Path 29k $1.2M 11% Dec 2023
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Meritage Portfolio Management 29k $1.2M -17% Dec 2023
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Silver Oak Securities 29k $1.2M 869% Dec 2023
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Investors Research Corp 29k $1.2M -3% Dec 2023
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Patten & Patten 28k $1.2M -7% Dec 2023
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Stratos Wealth Partners 27k $1.1M -11% Dec 2023
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Comerica Securities 27k $1.1M 8% Sep 2023
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Prudential Financial 27k $1.0M 29% Sep 2023
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Mercer Global Advisors 26k $1.1M 2% Dec 2023
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Summit Financial Wealth Advisors 26k $1.1M 0% Dec 2023
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RVW Wealth 25k $1.1M -1% Dec 2023
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Coulter & Justus Financial Services 25k $1.0M 16% Dec 2023
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Clarity Capital Partners 25k $1.0M 100% Dec 2023
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Parallel Advisors 24k $1.0M -20% Dec 2023
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Jane Street 24k $1.0M 28% Dec 2023
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Integrated Wealth Concepts 23k $899k -2% Sep 2023
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Benjamin F. Edwards & Company 23k $972k 100% Dec 2023
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Empirical Asset Management 23k $966k 6% Dec 2023
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TrueWealth Advisors 22k $951k -65% Dec 2023
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Qube Research & Technologies 22k $878k 100% Sep 2023
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Magnus Financial Group 22k $872k 1% Sep 2023
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Mutual Advisors 22k $915k 1% Dec 2023
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Lee Munder Capital Group 22k $910k 35% Dec 2023
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Global Retirement Partners 21k $901k 6% Dec 2023
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Haverford Trust Company 21k $882k 100% Dec 2023
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IMS Capital Management 20k $794k 0% Sep 2023
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Prospera Financial Services 20k $859k -2% Dec 2023
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Tocqueville Asset Management 20k $842k 63% Dec 2023
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Strategic Financial 20k $841k 0% Dec 2023
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Davenport & Co 20k $838k -5% Dec 2023
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L.m. Kohn & Company 20k $834k 0% Dec 2023
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McLean Asset Management Corp 19k $817k -22% Dec 2023
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Strategic Investment Solutions 19k $768k 6200% Sep 2023
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Patten 19k $799k 1% Dec 2023
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Gladstone Institutional Advisory 18k $767k -3% Dec 2023
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Private Trust Co Na 18k $764k -11% Dec 2023
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J.w. Cole Advisors 18k $748k -26% Dec 2023
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FinTrust Capital Advisors 17k $683k 175% Sep 2023
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HBW Advisory Services 17k $732k -3% Dec 2023
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SFMG Wealth Advisors 17k $721k 100% Dec 2023
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Lifeworks Advisors 17k $714k -3% Dec 2023
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Bleakley Financial Group 17k $700k 0% Dec 2023
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Cornerstone Wealth Management 16k $694k 0% Dec 2023
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Lincoln National 16k $672k 10% Dec 2023
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Western Wealth Management 16k $665k -2% Dec 2023
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IAM Advisory 15k $650k -8% Dec 2023
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Quadcap Wealth Management 15k $639k 100% Dec 2023
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Focus Financial Network 14k $594k 100% Dec 2023
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Curran Financial Partners 14k $580k 14% Dec 2023
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Capital Analysts 14k $648k -5% Dec 2023
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Curbstone Financial Management 14k $585k 0% Dec 2023
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Householder Group Estate & Retirement Specialist 14k $577k -34% Dec 2023
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Colonial River Wealth Management 14k $573k 63% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 13k $566k -23% Dec 2023
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners 13k $551k -13% Dec 2023
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Essex Financial Services 13k $551k -10% Dec 2023
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Fundamentun 13k $540k -46% Dec 2023
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First Heartland Consultants 13k $634k 82% Dec 2023
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Shulman DeMeo Asset Management 12k $527k 0% Dec 2023
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EPG Wealth Management 12k $509k 1% Dec 2023
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Daiwa Securities Group 12k $500k 0% Dec 2023
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Sigma Planning 12k $500k -60% Dec 2023
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HB Wealth Management 12k $494k 0% Dec 2023
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Financial Advocates Investment Management 11k $480k 2% Dec 2023
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RE Dickinson Investment Advisors 11k $440k 2% Sep 2023
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Cary Street Partner Investment Advisory 11k $475k 1% Dec 2023
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Atomi Financial Group 11k $474k 100% Dec 2023
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Hrt Financial 11k $470k 109% Dec 2023
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Advisory Services Network 11k $470k -23% Dec 2023
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Coastal Investment Advisors 10k $439k -39% Dec 2023
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Credit Suisse 10k $434k 0% Dec 2023
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Mitchell Mcleod Pugh & Williams 10k $436k 0% Dec 2023
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Nbc Securities 10k $435k -6% Dec 2023
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Advisory Alpha 10k $431k -4% Dec 2023
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Steward Partners Investment Advisory 10k $426k -7% Dec 2023
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Joseph P. Lucia & Associates 10k $425k -15% Dec 2023
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Ameritas Advisory Services 9.7k $407k -10% Dec 2023
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Financial Insights 9.5k $404k -12% Dec 2023
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CWM 9.2k $389k -36% Dec 2023
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First Republic Investment Management 9.0k $353k -22% Sep 2023
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Crescent Grove Advisors 8.2k $347k -52% Dec 2023
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NCM Capital Management 6.7k $263k -36% Sep 2023
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Interactive Financial Advisors 6.0k $617k -66% Dec 2023
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Creative Planning 5.2k $219k -71% Dec 2023
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Citigroup 4.7k $200k -81% Dec 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
Silicon Valley Capital Partners Sep 2023 208k $8.1M
Keystone Financial Group Sep 2023 174k $6.8M
Warren Averett Asset Management Sep 2023 139k $5.5M
Fischer Investment Strategies Sep 2023 132k $5.2M
Twelve Points Wealth Management Sep 2023 61k $2.4M
Eudaimonia Partners Sep 2023 41k $1.6M
Goldman Sachs Group Sep 2023 35k $1.4M
Wexford Capital Sep 2023 19k $756k
Wolverine Trading Sep 2023 17k $678k
Mitsubishi UFJ Asset Management Sep 2023 16k $635k
Alta Wealth Advisors Sep 2023 13k $488k
Regions Bank Sep 2023 12k $481k
Lazard Asset Management Sep 2023 12k $465k
Northeast Financial Consultants Sep 2023 11k $426k