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 67.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
217,763
shares
|
$15.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
216,569
shares
|
$15.8 Million
5.38% of portfolio
|
Q1 2025
Added 4674.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
211,607
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 98.66%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
207,395
shares
|
$15.1 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
206,134
shares
|
$15 Million
0.1% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
197,712
shares
|
$14.4 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
196,390
shares
|
$14.3 Million
4.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
194,705
shares
|
$14.2 Million
0.69% of portfolio
|
Q1 2025
Added 35.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
188,388
shares
|
$13.7 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
180,830
shares
|
$13.2 Million
4.96% of portfolio
|
Q1 2025
Added 2107.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
171,743
shares
|
$12.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
170,781
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
165,886
shares
|
$12.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
164,235
shares
|
$12 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
162,266
shares
|
$11.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
153,612
shares
|
$11.2 Million
0.23% of portfolio
|
Q1 2025
Added 372.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
152,156
shares
|
$11.1 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
150,941
shares
|
$11 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
146,339
shares
|
$10.7 Million
0.63% of portfolio
|
Q1 2025
Added 192.31%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
145,587
shares
|
$10.6 Million
2.09% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
145,551
shares
|
$10.6 Million
1.19% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
144,202
shares
|
$10.5 Million
0.38% of portfolio
|
Q1 2025
Added 3299.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
143,621
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$10.3 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
137,508
shares
|
$10 Million
8.42% of portfolio
|
Q1 2025
Added 105.76%
|