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 842 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,630
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2022
Added 21.46%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,628
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
Reduced 61.22%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
14,610
shares
|
$1.05 Million
0.6% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
14,445
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
14,366
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
14,286
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,231
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
14,226
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
14,037
shares
|
$1.01 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,003
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,811
shares
|
$994,530
0.08% of portfolio
|
Q3 2025
Added 30.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,800
shares
|
$993,738
0.06% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
13,746
shares
|
$989,849
0.93% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,644
shares
|
$982,504
0.03% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
13,628
shares
|
$981,352
0.0% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,523
shares
|
$973,791
0.05% of portfolio
|
Q3 2025
Reduced 42.85%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
13,455
shares
|
$968,894
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
13,377
shares
|
$963,277
0.0% of portfolio
|
Q3 2025
Added 86.21%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
13,209
shares
|
$951,180
0.45% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,173
shares
|
$948,587
0.04% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
13,000
shares
|
$936,130
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,962
shares
|
$933,393
0.14% of portfolio
|
Q4 2022
Added 2.99%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
12,923
shares
|
$930,585
0.28% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,918
shares
|
$930,225
0.79% of portfolio
|
Q2 2023
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
12,863
shares
|
$926,264
0.08% of portfolio
|
Q3 2025
Added 8.12%
|
|