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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,342
shares
|
$184,211
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,518
shares
|
$138,792
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,029
shares
|
$111,838
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,655
shares
|
$91,223
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,575
shares
|
$86,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,107
shares
|
$61,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
766
shares
|
$42,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$26,182
0.0% of portfolio
|
Q1 2021
Reduced 72.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
434
shares
|
$23,922
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
325
shares
|
$17,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
300
shares
|
$16,536
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
211
shares
|
$11,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$11,024
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
186
shares
|
$10,252
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
67
shares
|
$3,693
0.0% of portfolio
|
Q3 2025
Reduced 49.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
52
shares
|
$2,866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
49
shares
|
$2,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|