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 |
|---|---|---|---|---|---|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,500
shares
|
$325,485
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,492
shares
|
$324,906
0.08% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,469
shares
|
$323,242
0.01% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$322,374
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,393
shares
|
$317,745
0.05% of portfolio
|
Q4 2024
Added 38.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,385
shares
|
$317,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
4,380
shares
|
$316,805
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,354
shares
|
$314,924
0.15% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
4,338
shares
|
$313,767
0.0% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
4,324
shares
|
$312,754
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
4,307
shares
|
$311,525
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
4,301
shares
|
$311,091
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,296
shares
|
$310,729
0.01% of portfolio
|
Q4 2024
Added 46.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,283
shares
|
$309,789
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
4,262
shares
|
$308,270
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,249
shares
|
$307,330
0.23% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,242
shares
|
$306,823
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,227
shares
|
$305,738
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
4,207
shares
|
$304,292
0.07% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,206
shares
|
$304,219
0.03% of portfolio
|
Q4 2024
Added 186.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,187
shares
|
$302,845
0.01% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,158
shares
|
$300,748
0.1% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,097
shares
|
$296,336
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,034
shares
|
$291,779
0.01% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
4,028
shares
|
$291,345
0.07% of portfolio
|
Q2 2023
Reduced 9.03%
|