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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
4,064
shares
|
$292,648
0.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,021
shares
|
$289,552
0.03% of portfolio
|
Q1 2025
Added 32.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,995
shares
|
$287,679
0.02% of portfolio
|
Q3 2025
Reduced 61.39%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,993
shares
|
$287,535
0.05% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,976
shares
|
$286,311
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
3,972
shares
|
$286,023
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,966
shares
|
$285,591
0.0% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
3,958
shares
|
$285,015
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,948
shares
|
$284,295
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
3,921
shares
|
$282,351
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,907
shares
|
$281,343
0.1% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,774
shares
|
$271,765
0.01% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,774
shares
|
$271,765
0.02% of portfolio
|
Q2 2022
Reduced 10.25%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
3,754
shares
|
$270,325
0.18% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,736
shares
|
$269,029
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
3,732
shares
|
$268,741
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$267,877
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
3,712
shares
|
$267,301
0.07% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,691
shares
|
$265,788
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,685
shares
|
$265,356
0.08% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
3,670
shares
|
$264,276
0.02% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
3,650
shares
|
$262,836
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
3,639
shares
|
$262,044
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
3,612
shares
|
$260,100
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,575
shares
|
$257,435
0.04% of portfolio
|
Q4 2024
Reduced 23.41%
|
|