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 839 institutions that hold shares in the stock, with a total of 64.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
39,544
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
38,981
shares
|
$2.81 Million
2.24% of portfolio
|
Q3 2025
Added 180.78%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
38,807
shares
|
$2.79 Million
0.98% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.69 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.69 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
36,324
shares
|
$2.62 Million
2.42% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
36,242
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
35,909
shares
|
$2.59 Million
0.16% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
34,638
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
34,470
shares
|
$2.48 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
34,369
shares
|
$2.47 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
34,338
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
34,176
shares
|
$2.46 Million
0.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
34,005
shares
|
$2.45 Million
0.75% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
33,836
shares
|
$2.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
33,470
shares
|
$2.41 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
33,322
shares
|
$2.4 Million
0.96% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
33,208
shares
|
$2.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
33,204
shares
|
$2.39 Million
1.74% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,004
shares
|
$2.38 Million
0.22% of portfolio
|
Q3 2025
Added 69.78%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
32,654
shares
|
$2.35 Million
0.17% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
32,506
shares
|
$2.34 Million
0.45% of portfolio
|
Q3 2025
Added 274.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
32,506
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 53.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
32,502
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
32,368
shares
|
$2.33 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.09%
|
|