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 770 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,392
shares
|
$525,423
0.2% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,350
shares
|
$522,438
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,308
shares
|
$519,452
0.01% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
7,191
shares
|
$511,136
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
7,082
shares
|
$503,388
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
7,014
shares
|
$498,555
0.02% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,013
shares
|
$498,484
0.36% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,992
shares
|
$496,991
0.06% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,963
shares
|
$494,930
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,938
shares
|
$493,153
0.26% of portfolio
|
Q3 2024
Added 96.93%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
6,920
shares
|
$491,873
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,849
shares
|
$486,826
0.03% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,842
shares
|
$486,329
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,840
shares
|
$486,187
0.09% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
6,835
shares
|
$485,831
0.28% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
6,675
shares
|
$474,459
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,634
shares
|
$471,544
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,630
shares
|
$471,260
0.02% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
6,610
shares
|
$469,838
0.22% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
6,582
shares
|
$467,848
0.17% of portfolio
|
Q3 2024
Reduced 98.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
6,547
shares
|
$465,360
0.3% of portfolio
|
Q4 2023
Reduced 16.85%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
6,517
shares
|
$463,228
0.22% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
6,451
shares
|
$458,537
0.37% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
6,438
shares
|
$457,613
0.23% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,428
shares
|
$456,902
0.08% of portfolio
|
Q3 2024
Added 0.11%
|