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 847 institutions that hold shares in the stock, with a total of 65.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 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 |
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
378
shares
|
$27,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
367
shares
|
$26,728
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
350
shares
|
$25,490
0.0% of portfolio
|
Q4 2024
Reduced 38.6%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
350
shares
|
$25,490
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
331
shares
|
$24,106
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
325
shares
|
$23,669
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
300
shares
|
$21,849
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$21,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
290
shares
|
$21,120
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
285
shares
|
$20,756
0.02% of portfolio
|
Q1 2025
Added 790.63%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
279
shares
|
$20,319
0.0% of portfolio
|
Q4 2022
Added 37.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
263
shares
|
$19,154
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
239
shares
|
$17,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
239
shares
|
$17,406
0.01% of portfolio
|
Q2 2024
Reduced 34.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
230
shares
|
$16,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
210
shares
|
$15,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
209
shares
|
$15,221
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
206
shares
|
$15,002
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
203
shares
|
$14,784
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$14,566
0.02% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$14,566
0.01% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
196
shares
|
$14,274
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
185
shares
|
$13,473
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
169
shares
|
$12,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
162
shares
|
$11,798
0.0% of portfolio
|
Q3 2024
New holding
|