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 772 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
16,324
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,142
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,720
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
15,623
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Added 81.09%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
15,574
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,486
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
15,362
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
14,983
shares
|
$1.07 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
14,979
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,979
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,889
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,878
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 93.12%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,836
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
14,807
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,755
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,709
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,630
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2022
Added 21.46%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
14,445
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
14,304
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
14,049
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,039
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,021
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
13,990
shares
|
$998,046
0.13% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
13,838
shares
|
$987,202
0.47% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,784
shares
|
$983,350
0.03% of portfolio
|
Q3 2024
Reduced 58.15%
|