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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,072
shares
|
$509,254
0.09% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,065
shares
|
$508,750
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
7,056
shares
|
$508,102
0.01% of portfolio
|
Q3 2025
Added 75.48%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
7,050
shares
|
$507,670
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,044
shares
|
$507,238
0.03% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
7,014
shares
|
$505,078
0.02% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
7,013
shares
|
$505,006
0.31% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,884
shares
|
$495,716
0.08% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
6,835
shares
|
$492,188
0.27% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
6,811
shares
|
$490,460
0.19% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,795
shares
|
$489,307
0.0% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
6,775
shares
|
$487,867
0.01% of portfolio
|
Q2 2025
Reduced 33.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,708
shares
|
$483,043
0.05% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
6,707
shares
|
$482,971
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
6,686
shares
|
$481,458
0.15% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,678
shares
|
$480,882
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
6,642
shares
|
$478,290
0.22% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
6,612
shares
|
$476,130
0.16% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
6,575
shares
|
$473,465
0.05% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
6,547
shares
|
$471,449
0.23% of portfolio
|
Q4 2023
Reduced 16.85%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
6,525
shares
|
$469,865
0.43% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
6,460
shares
|
$465,184
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
6,380
shares
|
$459,423
0.6% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
6,373
shares
|
$458,919
0.04% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,369
shares
|
$458,631
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|