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 815 institutions that hold shares in the stock, with a total of 65.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,120
shares
|
$746,046
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,113
shares
|
$745,530
0.47% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
10,064
shares
|
$741,918
0.26% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
10,008
shares
|
$737,789
0.3% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$737,200
0.03% of portfolio
|
Q2 2023
Reduced 48.53%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,956
shares
|
$733,956
0.27% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,900
shares
|
$729,828
0.1% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
9,892
shares
|
$729,238
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,835
shares
|
$725,036
0.02% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
9,821
shares
|
$724,004
0.36% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,798
shares
|
$722,308
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,754
shares
|
$719,064
0.37% of portfolio
|
Q4 2024
Reduced 73.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,744
shares
|
$718,327
0.02% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
9,699
shares
|
$715,010
0.27% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
9,637
shares
|
$710,439
0.07% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,533
shares
|
$702,772
0.04% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
9,517
shares
|
$701,593
0.04% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,507
shares
|
$700,856
0.01% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,493
shares
|
$699,823
0.02% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,307
shares
|
$686,112
0.13% of portfolio
|
Q4 2024
Added 11113.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
9,234
shares
|
$680,730
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,199
shares
|
$678,150
0.1% of portfolio
|
Q1 2022
Added 2.63%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,126
shares
|
$672,768
0.02% of portfolio
|
Q3 2024
Added 60.05%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,049
shares
|
$667,092
0.25% of portfolio
|
Q2 2024
Reduced 34.79%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,857
shares
|
$652,938
0.02% of portfolio
|
Q4 2023
Added 2.46%
|