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 67.2 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
465,589
shares
|
$33.9 Million
2.8% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
435,088
shares
|
$31.7 Million
6.51% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
413,762
shares
|
$30.1 Million
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
403,942
shares
|
$29.4 Million
0.07% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,783
shares
|
$29.3 Million
0.03% of portfolio
|
Q1 2024
Added 251.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
387,318
shares
|
$28.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 42.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
372,669
shares
|
$27.1 Million
0.52% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
366,444
shares
|
$26.7 Million
4.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,102
shares
|
$26.5 Million
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$24.4 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
324,222
shares
|
$23.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
318,511
shares
|
$23.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
314,339
shares
|
$22.9 Million
0.16% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
306,473
shares
|
$22.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
305,873
shares
|
$22.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
304,909
shares
|
$22.2 Million
0.08% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
244,751
shares
|
$17.8 Million
0.61% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
244,232
shares
|
$17.8 Million
3.11% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
242,385
shares
|
$17.7 Million
9.76% of portfolio
|
Q1 2024
Added 15.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
242,001
shares
|
$17.6 Million
0.0% of portfolio
|
Q1 2025
Added 1545.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
240,231
shares
|
$17.5 Million
0.02% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
235,247
shares
|
$17.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
230,360
shares
|
$16.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
224,875
shares
|
$16.4 Million
6.59% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
222,375
shares
|
$16.2 Million
1.6% of portfolio
|
Q1 2025
Added 4.13%
|