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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,242
shares
|
$312,720
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,227
shares
|
$311,614
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
4,207
shares
|
$310,140
0.07% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,206
shares
|
$310,066
0.03% of portfolio
|
Q4 2024
Added 186.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,187
shares
|
$308,665
0.01% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,158
shares
|
$306,527
0.1% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,101
shares
|
$302,325
0.08% of portfolio
|
Q4 2024
Reduced 47.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,097
shares
|
$302,030
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,034
shares
|
$297,386
0.01% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
4,028
shares
|
$296,944
0.07% of portfolio
|
Q2 2023
Reduced 9.03%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,009
shares
|
$295,543
0.02% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,993
shares
|
$294,363
0.05% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,989
shares
|
$294,069
0.0% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,985
shares
|
$293,774
0.03% of portfolio
|
Q1 2022
Reduced 4.21%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
3,951
shares
|
$291,267
0.03% of portfolio
|
Q4 2024
Reduced 50.41%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,937
shares
|
$290,235
0.17% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
3,907
shares
|
$288,024
0.09% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
3,905
shares
|
$287,876
0.05% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,905
shares
|
$287,876
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
3,874
shares
|
$285,591
0.11% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,809
shares
|
$280,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
3,799
shares
|
$280,062
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,791
shares
|
$279,472
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,779
shares
|
$278,587
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,774
shares
|
$278,219
0.01% of portfolio
|
Q2 2024
Reduced 7.25%
|