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 791 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,082
shares
|
$367,581
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,050
shares
|
$365,266
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,002
shares
|
$361,794
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,993
shares
|
$361,143
0.08% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
4,961
shares
|
$358,829
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
4,948
shares
|
$357,888
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,920
shares
|
$355,863
0.08% of portfolio
|
Q1 2024
Added 9.97%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,910
shares
|
$355,140
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,900
shares
|
$354,417
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,876
shares
|
$352,681
0.15% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,875
shares
|
$352,608
0.05% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,826
shares
|
$349,064
0.02% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,811
shares
|
$347,979
0.05% of portfolio
|
Q2 2023
Added 39.81%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
4,798
shares
|
$347,039
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,775
shares
|
$345,375
0.03% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,774
shares
|
$345,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,761
shares
|
$344,363
0.13% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
4,706
shares
|
$340,384
0.11% of portfolio
|
Q1 2021
Reduced 29.45%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,700
shares
|
$339,951
0.18% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,695
shares
|
$339,589
0.01% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
4,668
shares
|
$337,636
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
4,661
shares
|
$337,130
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,605
shares
|
$333,079
0.01% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
4,567
shares
|
$330,331
0.08% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,534
shares
|
$327,944
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|