Institutional Ownership Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Enha (SPVU). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 1.09 Million shares, which have been reported (via 13F filing form) to have a value of $60.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
255,640
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
171,727
shares
|
$9.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
169,003
shares
|
$9.32 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
164,696
shares
|
$9.08 Million
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
95,714
shares
|
$5.28 Million
4.11% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
31,386
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
26,386
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
15,480
shares
|
$853,257
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
14,187
shares
|
$781,987
0.02% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
13,540
shares
|
$746,324
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
13,386
shares
|
$737,836
0.15% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,760
shares
|
$703,331
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,828
shares
|
$651,959
0.01% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,449
shares
|
$520,828
0.04% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
8,716
shares
|
$480,425
0.02% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,487
shares
|
$467,803
0.0% of portfolio
|
Q3 2025
Added 69.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,122
shares
|
$447,684
0.0% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,954
shares
|
$438,424
0.09% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,833
shares
|
$431,754
0.0% of portfolio
|
Q3 2025
Added 37.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,585
shares
|
$362,965
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,100
shares
|
$281,112
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,909
shares
|
$270,584
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,497
shares
|
$247,874
0.0% of portfolio
|
Q3 2024
Reduced 45.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,408
shares
|
$242,968
0.01% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,806
shares
|
$209,786
0.06% of portfolio
|
Q3 2025
New holding
|
|