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 862 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
26,922
shares
|
$1.97 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.96 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,167
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
26,146
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
26,070
shares
|
$1.91 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
25,775
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,541
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2023
Reduced 1.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,397
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
24,551
shares
|
$1.8 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
24,527
shares
|
$1.8 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
24,500
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.0%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
24,187
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
24,174
shares
|
$1.77 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
23,942
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
23,844
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23,663
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 35.74%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
23,657
shares
|
$1.74 Million
0.98% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
23,562
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,413
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
22,982
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
22,735
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2025
Added 1113.83%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,673
shares
|
$1.66 Million
0.17% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
22,622
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,312
shares
|
$1.64 Million
0.83% of portfolio
|
Q4 2023
Reduced 19.63%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
22,135
shares
|
$1.62 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.25%
|