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 |
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
52,195
shares
|
$3.8 Million
3.74% of portfolio
|
Q1 2025
Added 350.81%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
52,173
shares
|
$3.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
51,419
shares
|
$3.74 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,076
shares
|
$3.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49,530
shares
|
$3.61 Million
0.21% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
48,974
shares
|
$3.57 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
48,552
shares
|
$3.54 Million
3.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
47,147
shares
|
$3.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
46,778
shares
|
$3.41 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
45,894
shares
|
$3.34 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
45,774
shares
|
$3.33 Million
0.38% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
45,332
shares
|
$3.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
45,257
shares
|
$3.3 Million
0.14% of portfolio
|
Q1 2025
Added 194.6%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
45,253
shares
|
$3.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
45,199
shares
|
$3.29 Million
0.05% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
43,914
shares
|
$3.2 Million
0.19% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
43,862
shares
|
$3.19 Million
0.13% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
43,503
shares
|
$3.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
42,748
shares
|
$3.11 Million
0.22% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
41,340
shares
|
$3.01 Million
2.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
40,972
shares
|
$2.98 Million
0.93% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
40,956
shares
|
$2.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
40,323
shares
|
$2.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
40,072
shares
|
$2.92 Million
0.19% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,002
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
New holding
|