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 860 institutions that hold shares in the stock, with a total of 62.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 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 |
|
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%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
51,317
shares
|
$3.7 Million
0.39% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
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%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
50,915
shares
|
$3.67 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,685
shares
|
$3.58 Million
2.42% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
49,599
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 527.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
48,917
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
48,811
shares
|
$3.52 Million
1.08% of portfolio
|
Q3 2025
Reduced 33.86%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
47,752
shares
|
$3.44 Million
1.72% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
47,639
shares
|
$3.43 Million
0.18% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
46,850
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
46,766
shares
|
$3.37 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
46,322
shares
|
$3.34 Million
0.64% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
45,677
shares
|
$3.29 Million
0.16% of portfolio
|
Q3 2025
Added 155.48%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
45,561
shares
|
$3.28 Million
1.99% of portfolio
|
Q2 2025
Added 1075.77%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
45,348
shares
|
$3.27 Million
0.58% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
44,940
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
44,860
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,642
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.32%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
43,142
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2025
Added 87.72%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
42,367
shares
|
$3.05 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
42,290
shares
|
$3.05 Million
1.77% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
42,082
shares
|
$3.03 Million
1.2% of portfolio
|
Q2 2025
Reduced 64.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
41,669
shares
|
$3 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
41,257
shares
|
$2.97 Million
0.08% of portfolio
|
Q2 2025
Added 0.73%
|