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 769 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,783
shares
|
$28.3 Million
0.03% of portfolio
|
Q1 2024
Added 251.74%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
372,952
shares
|
$26.2 Million
4.42% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
367,143
shares
|
$25.8 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
365,198
shares
|
$25.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,102
shares
|
$25.6 Million
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
359,582
shares
|
$25.3 Million
0.06% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
341,081
shares
|
$24 Million
0.16% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
335,879
shares
|
$23.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
335,766
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$23.6 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
329,200
shares
|
$23.1 Million
1.1% of portfolio
|
Q3 2024
Added 27.15%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
327,623
shares
|
$23 Million
8.29% of portfolio
|
Q3 2024
Added 298.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
327,246
shares
|
$23 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
312,186
shares
|
$21.9 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
306,099
shares
|
$21.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
255,301
shares
|
$17.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
254,393
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 350.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
244,371
shares
|
$17.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
242,385
shares
|
$17 Million
9.76% of portfolio
|
Q1 2024
Added 15.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
234,561
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
234,517
shares
|
$16.5 Million
0.59% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
219,768
shares
|
$15.4 Million
6.52% of portfolio
|
Q3 2024
Added 32.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
217,886
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
215,970
shares
|
$15.2 Million
1.57% of portfolio
|
Q3 2024
Added 137.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
212,130
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.5%
|