Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Low (SPLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Low (SPLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
162New |
$11K - $12.1K
|
162
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
161+ 2.03% |
$11K - $12K
|
8.08K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
145+ 7.74% |
$9.88K - $10.8K
|
2.02K
$145K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
130New |
$8.86K - $9.72K
|
130
$9.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
123New |
$8.38K - $9.2K
|
123
$8.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
117New |
$7.97K - $8.75K
|
117
$8.43K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 136.99% |
$6.81K - $7.48K
|
173
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
61+ 0.53% |
$4.16K - $4.56K
|
11.5K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
60+ 1.67% |
$4.09K - $4.49K
|
3.64K
$262K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
53New |
$3.61K - $3.96K
|
53
$3.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.5K - $1.64K
|
22
$1.58K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.44% |
$1.29K - $1.42K
|
4.34K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.49% |
$1.02K - $1.12K
|
3.11K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.08% |
$204 - $224
|
3.54K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$68.1 - $74.8
|
3.52K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.79% |
$68.1 - $74.8
|
128
$9.22K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
244KNew |
$16.7M - $18.3M
|
244K
$17.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
173K+ 2107.67% |
$11.8M - $13M
|
181K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$6.89M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61.3KNew |
$4.19M - $4.6M
|
61.3K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
56.3K+ 6.36% |
$3.85M - $4.23M
|
942K
$67.8M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
49.6KNew |
$3.39M - $3.72M
|
49.6K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.5K+ 149.22% |
$2.63M - $2.89M
|
64.3K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
32.2KNew |
$2.2M - $2.42M
|
32.2K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$1.95M - $2.15M
|
28.6K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.7M - $1.86M
|
24.8K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.58M - $1.73M
|
23.1K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.5K+ 8.48% |
$990K - $1.09M
|
185K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
14KNew |
$956K - $1.05M
|
14K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
12KNew |
$820K - $901K
|
12K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.32KNew |
$568K - $625K
|
8.32K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.12K+ 85.36% |
$554K - $609K
|
17.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.96K+ 306.34% |
$476K - $523K
|
9.24K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.55KNew |
$447K - $492K
|
6.55K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.82KNew |
$397K - $437K
|
5.82K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
5.57KNew |
$380K - $418K
|
5.57K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.51K+ 1569.8% |
$376K - $414K
|
5.86K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.29KNew |
$361K - $397K
|
5.29K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.13KNew |
$351K - $385K
|
5.13K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.37KNew |
$298K - $328K
|
4.37K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
4KNew |
$273K - $300K
|
4K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.75KNew |
$256K - $281K
|
3.75K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.53KNew |
$241K - $265K
|
3.53K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.48KNew |
$238K - $261K
|
3.48K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.17KNew |
$217K - $238K
|
3.17K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84KNew |
$194K - $213K
|
2.84K
$205K
|
|