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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
58,411
shares
|
$3.99 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
58,032
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
57,293
shares
|
$3.91 Million
0.1% of portfolio
|
Q3 2024
Added 1198.28%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
57,272
shares
|
$3.91 Million
0.87% of portfolio
|
Q4 2022
Added 2.94%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
56,988
shares
|
$3.89 Million
0.4% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
56,564
shares
|
$3.86 Million
3.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signify Wealth
|
Oct 29, 2024 Q3 2024 |
55,753
shares
|
$3.81 Million
5.15% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
55,301
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
55,257
shares
|
$3.78 Million
0.28% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
55,018
shares
|
$3.76 Million
0.23% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
54,983
shares
|
$3.76 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
54,184
shares
|
$3.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
52,418
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
52,234
shares
|
$3.57 Million
2.06% of portfolio
|
Q2 2022
Reduced 3.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
51,590
shares
|
$3.52 Million
0.41% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
51,419
shares
|
$3.51 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
50,950
shares
|
$3.48 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
50,398
shares
|
$3.44 Million
1.58% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
49,714
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
49,398
shares
|
$3.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
48,552
shares
|
$3.32 Million
3.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
48,363
shares
|
$3.3 Million
1.01% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
48,205
shares
|
$3.29 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
47,135
shares
|
$3.22 Million
0.05% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,689
shares
|
$3.19 Million
0.19% of portfolio
|
Q3 2024
Added 12.96%
|