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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,400
shares
|
$820,914
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,351
shares
|
$817,385
0.08% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
11,315
shares
|
$814,793
0.11% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
11,267
shares
|
$811,336
0.17% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,254
shares
|
$810,400
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
11,200
shares
|
$806,512
0.1% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
11,169
shares
|
$804,279
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
11,167
shares
|
$804,135
0.68% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10,969
shares
|
$789,877
0.31% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,961
shares
|
$789,301
0.0% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$788,221
0.01% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
10,890
shares
|
$784,188
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
10,867
shares
|
$782,532
0.01% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
10,751
shares
|
$774,179
0.52% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
10,725
shares
|
$772,307
1.29% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
10,690
shares
|
$769,786
0.21% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
10,685
shares
|
$769,426
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,536
shares
|
$758,697
0.42% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
10,462
shares
|
$753,368
0.35% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
10,453
shares
|
$752,720
0.26% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
10,433
shares
|
$751,280
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,429
shares
|
$750,992
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,405
shares
|
$749,264
0.01% of portfolio
|
Q3 2025
Reduced 80.16%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
10,370
shares
|
$746,743
0.04% of portfolio
|
Q4 2025
Reduced 3.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,286
shares
|
$740,694
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|