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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
26,754
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,737
shares
|
$1.93 Million
0.85% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.92 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
26,591
shares
|
$1.92 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
26,572
shares
|
$1.91 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
26,350
shares
|
$1.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
26,045
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
25,929
shares
|
$1.87 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
25,800
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
25,597
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,541
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2023
Reduced 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,398
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
25,004
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
24,660
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
24,572
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
24,478
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
24,324
shares
|
$1.75 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
24,281
shares
|
$1.75 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,198
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Added 37.56%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
24,187
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
23,981
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 31.91%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
23,682
shares
|
$1.71 Million
0.81% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
23,590
shares
|
$1.7 Million
0.43% of portfolio
|
Q4 2024
Added 101.73%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
23,483
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
23,191
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.8%
|