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 44 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $55.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
214,604
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
185,525
shares
|
$9.49 Million
1.04% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
167,103
shares
|
$8.55 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
157,198
shares
|
$8.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
97,362
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
58,291
shares
|
$2.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
31,072
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
17,566
shares
|
$898,852
0.05% of portfolio
|
Q4 2024
Added 54.75%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
15,937
shares
|
$815,496
0.41% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,181
shares
|
$674,471
0.0% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
12,781
shares
|
$654,003
0.02% of portfolio
|
Q1 2025
Added 91.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12,314
shares
|
$630,107
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
10,582
shares
|
$541,480
0.22% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,685
shares
|
$495,581
0.0% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,429
shares
|
$431,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,186
shares
|
$418,877
0.02% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,954
shares
|
$407,006
0.1% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6,587
shares
|
$337,056
0.03% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,585
shares
|
$336,954
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,857
shares
|
$248,532
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,803
shares
|
$245,769
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,497
shares
|
$230,111
0.0% of portfolio
|
Q3 2024
Reduced 45.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,093
shares
|
$209,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,320
shares
|
$169,884
0.02% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,125
shares
|
$159,906
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|