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 771 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
14,371
shares
|
$981,826
0.12% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
14,049
shares
|
$959,827
0.07% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,039
shares
|
$959,144
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,784
shares
|
$941,722
0.03% of portfolio
|
Q3 2024
Reduced 58.15%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
13,757
shares
|
$939,878
0.16% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
13,668
shares
|
$933,797
0.06% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
13,629
shares
|
$931,133
0.11% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
13,558
shares
|
$926,282
0.4% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
13,461
shares
|
$919,655
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
13,257
shares
|
$905,718
0.64% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
13,242
shares
|
$904,693
0.07% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
13,214
shares
|
$902,780
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
13,211
shares
|
$902,575
0.6% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
13,187
shares
|
$900,935
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
13,039
shares
|
$890,824
0.22% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
13,002
shares
|
$888,296
0.0% of portfolio
|
Q2 2024
Reduced 25.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$888,159
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,962
shares
|
$885,563
0.14% of portfolio
|
Q4 2022
Added 2.99%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
12,957
shares
|
$885,222
0.55% of portfolio
|
Q3 2024
Added 57.94%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
12,953
shares
|
$884,948
0.06% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,918
shares
|
$882,557
0.87% of portfolio
|
Q2 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,899
shares
|
$881,259
0.01% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
12,879
shares
|
$879,893
0.08% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,870
shares
|
$879,278
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
12,837
shares
|
$877,023
0.53% of portfolio
|
Q3 2024
Reduced 16.02%
|