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 780 institutions that hold shares in the stock, with a total of 68.7 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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,174
shares
|
$84,375
0.01% of portfolio
|
Q3 2021
Reduced 17.03%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,125
shares
|
$80,853
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,020
shares
|
$73,307
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,009
shares
|
$72,516
0.01% of portfolio
|
Q4 2024
Reduced 48.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,008
shares
|
$72,444
0.01% of portfolio
|
Q3 2023
Added 98.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,000
shares
|
$71,870
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
996
shares
|
$71,582
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
988
shares
|
$71,007
0.0% of portfolio
|
Q2 2023
Added 349.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
980
shares
|
$70,432
0.01% of portfolio
|
Q3 2021
Reduced 33.78%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
959
shares
|
$68,923
0.0% of portfolio
|
Q3 2023
Reduced 18.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
915
shares
|
$65,761
0.0% of portfolio
|
Q4 2024
Added 553.57%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$64,683
0.04% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
893
shares
|
$64,179
0.03% of portfolio
|
Q3 2024
Added 81.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
883
shares
|
$63,461
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
882
shares
|
$63,389
0.0% of portfolio
|
Q4 2024
Reduced 98.41%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
850
shares
|
$61,089
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
846
shares
|
$60,802
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
813
shares
|
$58,430
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
739
shares
|
$53,111
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
736
shares
|
$52,896
0.01% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
724
shares
|
$52,033
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
713
shares
|
$51,243
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
675
shares
|
$48,512
0.01% of portfolio
|
Q3 2024
Reduced 65.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
659
shares
|
$47,362
0.03% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
649
shares
|
$46,643
0.03% of portfolio
|
Q2 2023
New holding
|