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 |
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
66,965
shares
|
$4.88 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
66,463
shares
|
$4.84 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
66,273
shares
|
$4.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
65,720
shares
|
$4.79 Million
0.13% of portfolio
|
Q1 2025
Added 171.59%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
62,697
shares
|
$4.57 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
62,670
shares
|
$4.56 Million
0.16% of portfolio
|
Q3 2022
Reduced 59.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
62,310
shares
|
$4.54 Million
1.95% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
62,255
shares
|
$4.53 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
61,646
shares
|
$4.49 Million
0.48% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
61,297
shares
|
$4.46 Million
3.37% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
61,059
shares
|
$4.45 Million
0.1% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
60,383
shares
|
$4.4 Million
5.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
60,121
shares
|
$4.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
59,704
shares
|
$4.35 Million
2.4% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
57,432
shares
|
$4.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
57,396
shares
|
$4.18 Million
1.91% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
57,368
shares
|
$4.18 Million
0.83% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
57,272
shares
|
$4.17 Million
0.87% of portfolio
|
Q4 2022
Added 2.94%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
57,181
shares
|
$4.16 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
56,826
shares
|
$4.14 Million
3.53% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
55,882
shares
|
$4.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,257
shares
|
$4.02 Million
0.26% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
53,616
shares
|
$3.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
52,771
shares
|
$3.84 Million
0.34% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
52,234
shares
|
$3.8 Million
2.06% of portfolio
|
Q2 2022
Reduced 3.0%
|