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 |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,559
shares
|
$257,422
0.13% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,559
shares
|
$257,422
0.0% of portfolio
|
Q4 2024
Reduced 78.96%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,553
shares
|
$256,988
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,534
shares
|
$255,614
0.01% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,530
shares
|
$255,324
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,524
shares
|
$254,890
0.21% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
3,518
shares
|
$254,456
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
3,500
shares
|
$253,155
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
3,500
shares
|
$253,155
0.18% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$253,155
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
3,459
shares
|
$250,189
0.0% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,454
shares
|
$249,827
0.0% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,454
shares
|
$249,827
0.02% of portfolio
|
Q1 2017
Reduced 91.31%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,448
shares
|
$249,393
0.07% of portfolio
|
Q4 2024
Reduced 44.79%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,439
shares
|
$248,742
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,439
shares
|
$248,742
0.07% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,437
shares
|
$248,598
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,400
shares
|
$245,922
0.01% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,391
shares
|
$245,271
0.02% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
3,391
shares
|
$245,271
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
3,384
shares
|
$244,764
0.13% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,370
shares
|
$243,752
0.02% of portfolio
|
Q4 2023
Reduced 8.17%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
3,356
shares
|
$242,739
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,353
shares
|
$242,522
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
3,323
shares
|
$240,352
0.03% of portfolio
|
Q4 2023
Reduced 13.42%
|