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 772 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
212,130
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.5%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
207,395
shares
|
$14.8 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
197,346
shares
|
$14.1 Million
0.52% of portfolio
|
Q3 2024
Added 4157.73%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
194,726
shares
|
$13.9 Million
3.9% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
194,436
shares
|
$13.9 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
181,425
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
180,038
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
175,548
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Added 160.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
166,967
shares
|
$11.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
157,582
shares
|
$11.2 Million
2.43% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
155,319
shares
|
$11.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
153,550
shares
|
$11 Million
2.03% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
153,173
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
152,593
shares
|
$10.9 Million
0.71% of portfolio
|
Q3 2024
Added 359.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$10.1 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
140,875
shares
|
$10.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
138,110
shares
|
$9.85 Million
5.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
137,014
shares
|
$9.77 Million
1.03% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
127,718
shares
|
$9.11 Million
0.04% of portfolio
|
Q3 2024
Added 40.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
126,828
shares
|
$9.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
125,439
shares
|
$8.95 Million
4.38% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
122,559
shares
|
$8.74 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
122,339
shares
|
$8.73 Million
6.25% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
118,986
shares
|
$8.49 Million
0.01% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
117,497
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|