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 806 institutions that hold shares in the stock, with a total of 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
8,191
shares
|
$592,373
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
8,116
shares
|
$586,949
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,084
shares
|
$584,634
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,076
shares
|
$584,056
0.01% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,007
shares
|
$579,066
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,995
shares
|
$578,198
0.09% of portfolio
|
Q4 2022
Added 2.57%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,979
shares
|
$577,041
0.04% of portfolio
|
Q3 2023
Reduced 4.33%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,974
shares
|
$576,679
0.02% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,936
shares
|
$573,931
0.44% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
7,931
shares
|
$573,569
0.23% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,918
shares
|
$572,629
0.11% of portfolio
|
Q3 2024
Added 68.47%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,906
shares
|
$571,761
0.29% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,894
shares
|
$570,894
0.2% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,807
shares
|
$564,602
0.04% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
7,807
shares
|
$564,602
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
7,806
shares
|
$564,529
0.01% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,801
shares
|
$564,168
0.04% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
7,780
shares
|
$562,649
0.41% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,765
shares
|
$561,564
0.01% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
7,755
shares
|
$560,841
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
7,751
shares
|
$560,552
0.61% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,749
shares
|
$560,407
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
7,727
shares
|
$558,816
0.35% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,666
shares
|
$554,405
0.02% of portfolio
|
Q4 2024
Added 801.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,575
shares
|
$547,824
0.04% of portfolio
|
Q4 2024
Added 0.34%
|