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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
7,392
shares
|
$534,589
0.21% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
7,191
shares
|
$520,053
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
7,082
shares
|
$512,170
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,032
shares
|
$508,554
0.04% of portfolio
|
Q4 2024
Added 221.24%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
7,014
shares
|
$507,252
0.02% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,013
shares
|
$507,180
0.36% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,992
shares
|
$505,661
0.06% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,963
shares
|
$503,564
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,918
shares
|
$500,309
0.01% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,849
shares
|
$495,319
0.03% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
6,842
shares
|
$494,813
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
6,835
shares
|
$494,307
0.28% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
6,811
shares
|
$492,571
0.2% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,759
shares
|
$488,810
0.03% of portfolio
|
Q4 2024
Reduced 27.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
6,753
shares
|
$488,376
0.3% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
6,675
shares
|
$482,735
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,634
shares
|
$479,770
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,630
shares
|
$479,481
0.02% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
6,610
shares
|
$478,035
0.21% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
6,582
shares
|
$476,010
0.17% of portfolio
|
Q3 2024
Reduced 98.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
6,547
shares
|
$473,479
0.28% of portfolio
|
Q4 2023
Reduced 16.85%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
6,517
shares
|
$471,309
0.22% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
6,451
shares
|
$466,536
0.37% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,447
shares
|
$466,247
0.14% of portfolio
|
Q4 2024
Reduced 86.19%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
6,438
shares
|
$465,596
0.23% of portfolio
|
Q3 2024
Reduced 5.7%
|