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 806 institutions that hold shares in the stock, with a total of 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
22,718
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 1.62%
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
22,604
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
22,591
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,312
shares
|
$1.61 Million
0.83% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
21,943
shares
|
$1.59 Million
0.96% of portfolio
|
Q4 2024
Added 0.28%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
21,655
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
21,632
shares
|
$1.56 Million
0.24% of portfolio
|
Q4 2024
Added 14.49%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
21,599
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 153.36%
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
21,442
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,080
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,962
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
20,927
shares
|
$1.51 Million
0.59% of portfolio
|
Q4 2024
Added 2.58%
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
20,754
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,735
shares
|
$1.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
20,698
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,495
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
20,402
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
20,400
shares
|
$1.48 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
20,382
shares
|
$1.47 Million
1.93% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
20,077
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Added 55.0%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
20,010
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
19,857
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,809
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 6.28%
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
19,731
shares
|
$1.43 Million
0.95% of portfolio
|
Q4 2024
Added 8.56%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,572
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 2.3%
|