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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,097
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
15,034
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,989
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
14,837
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,676
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
14,641
shares
|
$1.07 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,630
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2022
Added 21.46%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
14,445
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14,410
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
14,337
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,241
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
14,151
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
14,151
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
14,037
shares
|
$1.03 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
14,009
shares
|
$1.03 Million
0.66% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
13,973
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,887
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.48%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
13,883
shares
|
$1.02 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
13,775
shares
|
$1.01 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
13,639
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
13,601
shares
|
$997,633
0.01% of portfolio
|
Q2 2025
Added 39.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
13,586
shares
|
$996,533
0.5% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
13,455
shares
|
$986,924
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
13,399
shares
|
$982,816
0.49% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
13,288
shares
|
$974,674
0.16% of portfolio
|
Q2 2025
Reduced 1.72%
|