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 839 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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,365
shares
|
$458,343
0.04% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,327
shares
|
$455,607
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,296
shares
|
$453,374
0.23% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
6,216
shares
|
$447,614
0.16% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,190
shares
|
$445,741
0.08% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,185
shares
|
$445,381
0.02% of portfolio
|
Q3 2025
Reduced 51.16%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
6,108
shares
|
$439,837
0.14% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
6,085
shares
|
$438,180
0.22% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,040
shares
|
$434,940
0.12% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
6,025
shares
|
$433,860
0.07% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
6,014
shares
|
$433,068
0.12% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,003
shares
|
$432,276
0.04% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
5,951
shares
|
$428,531
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
5,926
shares
|
$426,731
0.21% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,920
shares
|
$426,299
0.02% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,920
shares
|
$426,299
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
5,890
shares
|
$424,138
0.19% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
5,889
shares
|
$424,066
0.24% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,879
shares
|
$423,346
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
5,869
shares
|
$422,626
0.08% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,861
shares
|
$422,050
0.0% of portfolio
|
Q1 2025
Added 1569.8%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5,847
shares
|
$421,042
0.1% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,816
shares
|
$418,810
0.0% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,773
shares
|
$415,713
0.01% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
5,766
shares
|
$415,209
0.15% of portfolio
|
Q3 2025
Reduced 0.16%
|
|