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 |
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
136,145
shares
|
$9.92 Million
0.0% of portfolio
|
Q4 2024
Added 335.43%
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
135,107
shares
|
$9.84 Million
5.37% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
130,624
shares
|
$9.51 Million
0.07% of portfolio
|
Q4 2024
Added 870.39%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
129,258
shares
|
$9.41 Million
0.0% of portfolio
|
Q4 2024
Added 40.5%
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
127,967
shares
|
$9.32 Million
7.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
118,773
shares
|
$8.65 Million
1.59% of portfolio
|
Q1 2025
Added 232.19%
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
117,181
shares
|
$8.53 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
115,937
shares
|
$8.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
115,607
shares
|
$8.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
114,955
shares
|
$8.37 Million
1.21% of portfolio
|
Q4 2024
Added 0.65%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
113,727
shares
|
$8.28 Million
0.08% of portfolio
|
Q1 2025
Added 251.1%
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
112,375
shares
|
$8.18 Million
5.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
111,420
shares
|
$8.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
111,221
shares
|
$8.1 Million
1.71% of portfolio
|
Q1 2025
Added 6.87%
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
110,377
shares
|
$8.04 Million
0.23% of portfolio
|
Q1 2025
Added 24.32%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
109,660
shares
|
$7.99 Million
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
105,553
shares
|
$7.69 Million
3.08% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
104,698
shares
|
$7.63 Million
2.79% of portfolio
|
Q1 2025
Added 1308625.0%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
101,434
shares
|
$7.39 Million
0.01% of portfolio
|
Q4 2024
Added 50.84%
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
101,100
shares
|
$7.36 Million
5.04% of portfolio
|
Q1 2025
Added 899.7%
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
101,042
shares
|
$7.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
99,909
shares
|
$7.28 Million
0.69% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
97,873
shares
|
$7.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
95,644
shares
|
$6.97 Million
4.65% of portfolio
|
Q1 2025
New holding
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
95,437
shares
|
$6.95 Million
3.93% of portfolio
|
Q1 2025
Reduced 1.62%
|