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 811 institutions that hold shares in the stock, with a total of 66.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
60,337
shares
|
$4.35 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
57,432
shares
|
$4.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
57,272
shares
|
$4.13 Million
0.87% of portfolio
|
Q4 2022
Added 2.94%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
57,181
shares
|
$4.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
55,882
shares
|
$4.03 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,257
shares
|
$3.98 Million
0.26% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
55,108
shares
|
$3.97 Million
0.78% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
54,835
shares
|
$3.95 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
54,167
shares
|
$3.9 Million
1.64% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
52,771
shares
|
$3.8 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
|
$3.76 Million
2.06% of portfolio
|
Q2 2022
Reduced 3.0%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
51,419
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,076
shares
|
$3.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
50,522
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
50,063
shares
|
$3.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 67.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
49,327
shares
|
$3.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,752
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
48,552
shares
|
$3.5 Million
3.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
48,418
shares
|
$3.49 Million
1.11% of portfolio
|
Q4 2024
Added 44.54%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
47,966
shares
|
$3.45 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
47,084
shares
|
$3.39 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
46,030
shares
|
$3.32 Million
1.94% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
45,997
shares
|
$3.31 Million
0.74% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
43,503
shares
|
$3.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
41,899
shares
|
$3.02 Million
1.3% of portfolio
|
Q4 2024
Reduced 7.58%
|