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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
279
shares
|
$19,061
0.0% of portfolio
|
Q4 2022
Added 37.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
263
shares
|
$17,968
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
242
shares
|
$16,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
239
shares
|
$16,328
0.01% of portfolio
|
Q2 2024
Reduced 34.34%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
228
shares
|
$15,576
0.0% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
206
shares
|
$14,073
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
203
shares
|
$13,868
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$13,663
0.02% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
162
shares
|
$11,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
161
shares
|
$10,999
0.0% of portfolio
|
Q4 2023
Reduced 17.01%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
155
shares
|
$10,589
0.01% of portfolio
|
Q3 2021
Reduced 27.57%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
149
shares
|
$10,179
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
147
shares
|
$10,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
146
shares
|
$9,974
0.0% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
140
shares
|
$9,564
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
131
shares
|
$8,949
0.0% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
126
shares
|
$8,608
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
106
shares
|
$7,241
0.0% of portfolio
|
Q2 2023
Reduced 60.15%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
102
shares
|
$6,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
100
shares
|
$6,831
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
83
shares
|
$5,670
0.0% of portfolio
|
Q3 2024
Reduced 99.2%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
76
shares
|
$5,192
0.0% of portfolio
|
Q3 2024
Added 181.48%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
64
shares
|
$4,372
0.0% of portfolio
|
Q3 2023
Added 128.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
60
shares
|
$4,099
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
58
shares
|
$3,962
0.0% of portfolio
|
Q4 2022
New holding
|