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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
4,961
shares
|
$357,241
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
4,948
shares
|
$356,305
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
4,935
shares
|
$355,369
0.24% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,900
shares
|
$352,849
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
4,876
shares
|
$351,120
0.12% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,872
shares
|
$350,832
0.03% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,843
shares
|
$348,744
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,811
shares
|
$346,440
0.05% of portfolio
|
Q2 2023
Added 39.81%
|
|
|
Divergent Planning, LLC
|
Jan 12, 2026 Q4 2025 |
4,741
shares
|
$341,399
0.09% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,731
shares
|
$340,679
0.11% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,725
shares
|
$340,247
0.0% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
4,700
shares
|
$338,447
0.16% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
4,668
shares
|
$336,142
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,656
shares
|
$335,278
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,636
shares
|
$333,838
0.02% of portfolio
|
Q3 2025
Reduced 74.83%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,631
shares
|
$333,478
0.02% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,545
shares
|
$327,285
0.07% of portfolio
|
Q3 2025
Reduced 81.02%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,537
shares
|
$326,709
0.0% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,534
shares
|
$326,493
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
4,510
shares
|
$324,765
0.12% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$324,045
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,469
shares
|
$321,812
0.01% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,468
shares
|
$321,740
0.07% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,431
shares
|
$319,076
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,426
shares
|
$318,716
0.17% of portfolio
|
Q3 2025
Reduced 2.43%
|
|