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 838 institutions that hold shares in the stock, with a total of 64.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
20,507
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
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%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
20,403
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
20,382
shares
|
$1.47 Million
1.93% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,380
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,202
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 56.39%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,777
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
19,213
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
19,153
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
18,885
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
18,840
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
18,703
shares
|
$1.35 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
18,698
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,553
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 57.49%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
18,334
shares
|
$1.32 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
18,244
shares
|
$1.31 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
18,228
shares
|
$1.31 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
18,145
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,091
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,047
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,939
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
17,839
shares
|
$1.28 Million
0.91% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
17,745
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,706
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
17,674
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2025
Reduced 22.26%
|
|