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 |
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
30,571
shares
|
$2.23 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
30,542
shares
|
$2.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
30,454
shares
|
$2.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
30,400
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
30,274
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.2 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
30,152
shares
|
$2.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
29,808
shares
|
$2.17 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
29,681
shares
|
$2.16 Million
0.37% of portfolio
|
Q1 2025
Added 727.46%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
29,469
shares
|
$2.15 Million
0.15% of portfolio
|
Q1 2025
Added 46.78%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
28,944
shares
|
$2.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
28,570
shares
|
$2.08 Million
1.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
28,262
shares
|
$2.06 Million
0.94% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
28,042
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
27,507
shares
|
$2 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
27,468
shares
|
$2 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
27,146
shares
|
$1.98 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
26,939
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
26,798
shares
|
$1.95 Million
1.61% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.94 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,442
shares
|
$1.93 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
26,426
shares
|
$1.92 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
26,345
shares
|
$1.92 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
26,224
shares
|
$1.91 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.92%
|