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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
647
shares
|
$46,499
0.03% of portfolio
|
Q1 2024
Reduced 82.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
639
shares
|
$45,924
0.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
634
shares
|
$45,565
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
625
shares
|
$44,918
0.01% of portfolio
|
Q1 2024
Reduced 80.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
610
shares
|
$43,840
0.01% of portfolio
|
Q2 2021
Reduced 71.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
600
shares
|
$43,122
0.03% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
570
shares
|
$40,965
0.01% of portfolio
|
Q4 2023
Reduced 5.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
568
shares
|
$40,822
0.0% of portfolio
|
Q2 2023
Reduced 19.09%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
547
shares
|
$39,312
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
524
shares
|
$37,659
0.02% of portfolio
|
Q1 2024
Reduced 75.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
479
shares
|
$34,425
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
466
shares
|
$33,491
0.0% of portfolio
|
Q3 2024
Added 113.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
456
shares
|
$32,772
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
451
shares
|
$32,413
0.0% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$32,341
0.02% of portfolio
|
Q2 2024
Reduced 88.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
450
shares
|
$32,341
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
450
shares
|
$32,341
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
448
shares
|
$32,197
0.0% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
444
shares
|
$31,910
0.0% of portfolio
|
Q1 2022
Reduced 24.23%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
437
shares
|
$31,407
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
414
shares
|
$29,754
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
405
shares
|
$29,107
0.0% of portfolio
|
Q4 2020
Reduced 59.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
400
shares
|
$28,748
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
378
shares
|
$27,166
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
367
shares
|
$26,376
0.01% of portfolio
|
Q1 2024
New holding
|