Institutional Ownership Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV). We have compiled data on the 838 institutions that hold shares in the stock, with a total of 64.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
17,671
shares
|
$1.27 Million
0.58% of portfolio
|
Q1 2024
Reduced 36.45%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,622
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 85.36%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
17,592
shares
|
$1.27 Million
0.84% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
17,383
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
17,318
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
17,263
shares
|
$1.24 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
17,200
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 33.88%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
17,095
shares
|
$1.23 Million
1.4% of portfolio
|
Q3 2025
Reduced 27.74%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
16,673
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
16,497
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
16,138
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
15,788
shares
|
$1.14 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
15,641
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 24.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,591
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
15,543
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
15,435
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.11%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15,410
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
15,210
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
15,009
shares
|
$1.08 Million
0.73% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
14,966
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
14,838
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
14,644
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,630
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2022
Added 21.46%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,628
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 61.22%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
14,610
shares
|
$1.05 Million
0.6% of portfolio
|
Q3 2025
Added 4.29%
|
|