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 812 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,249
shares
|
$827,476
0.09% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
11,178
shares
|
$822,253
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,169
shares
|
$821,591
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
11,122
shares
|
$818,134
0.0% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
11,059
shares
|
$813,500
0.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,033
shares
|
$811,587
0.06% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$805,187
0.01% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
10,902
shares
|
$801,951
0.21% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,753
shares
|
$790,990
0.02% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
10,711
shares
|
$787,901
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,700
shares
|
$787,092
0.02% of portfolio
|
Q4 2024
Reduced 33.55%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,676
shares
|
$785,326
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
10,453
shares
|
$768,922
0.32% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
10,450
shares
|
$768,702
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
10,432
shares
|
$767,377
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
10,390
shares
|
$764,288
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,301
shares
|
$757,741
0.02% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
10,245
shares
|
$753,622
0.02% of portfolio
|
Q4 2024
Added 511.64%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
10,124
shares
|
$744,721
0.3% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,120
shares
|
$744,427
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,120
shares
|
$744,427
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,113
shares
|
$743,912
0.47% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
10,064
shares
|
$740,307
0.26% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
10,008
shares
|
$736,188
0.3% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$735,600
0.03% of portfolio
|
Q2 2023
Reduced 48.53%
|