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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
106
shares
|
$7,618
0.0% of portfolio
|
Q2 2023
Reduced 60.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
100
shares
|
$7,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$7,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
76
shares
|
$5,462
0.0% of portfolio
|
Q3 2024
Added 181.48%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
64
shares
|
$4,599
0.0% of portfolio
|
Q3 2023
Added 128.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
60
shares
|
$4,312
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
58
shares
|
$4,168
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
53
shares
|
$3,809
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$3,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
34
shares
|
$2,443
0.0% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
30
shares
|
$2,156
0.0% of portfolio
|
Q3 2024
Reduced 42.31%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
24
shares
|
$1,724
0.0% of portfolio
|
Q4 2023
Reduced 87.43%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
22
shares
|
$1,581
0.0% of portfolio
|
Q2 2023
Reduced 99.85%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
20
shares
|
$1,437
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
18
shares
|
$1,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
17
shares
|
$1,221
0.0% of portfolio
|
Q4 2022
Reduced 74.63%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
17
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$1,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$1,078
0.0% of portfolio
|
Q1 2024
Reduced 99.2%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8
shares
|
$574
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$431
0.04% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
3
shares
|
$215
0.0% of portfolio
|
Q2 2023
Reduced 62.5%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|