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 772 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,784
shares
|
$982,247
0.03% of portfolio
|
Q3 2024
Reduced 58.15%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
13,668
shares
|
$973,981
0.06% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
13,629
shares
|
$971,202
0.11% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
13,558
shares
|
$966,143
0.39% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
13,461
shares
|
$959,230
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
13,219
shares
|
$941,985
0.5% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
13,214
shares
|
$941,629
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
13,211
shares
|
$941,415
0.6% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
13,187
shares
|
$939,705
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
13,107
shares
|
$934,004
0.63% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
13,088
shares
|
$932,650
0.51% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
13,082
shares
|
$932,223
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,041
shares
|
$929,301
0.19% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
13,002
shares
|
$926,522
0.0% of portfolio
|
Q2 2024
Reduced 25.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
13,000
shares
|
$926,380
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,962
shares
|
$923,672
0.14% of portfolio
|
Q4 2022
Added 2.99%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,918
shares
|
$920,536
0.87% of portfolio
|
Q2 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,899
shares
|
$919,182
0.01% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,870
shares
|
$917,116
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,766
shares
|
$909,705
0.07% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
12,765
shares
|
$909,633
0.32% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
12,752
shares
|
$908,707
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
12,651
shares
|
$901,510
0.08% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,516
shares
|
$891,890
0.12% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,393
shares
|
$883,125
0.11% of portfolio
|
Q3 2024
Reduced 13.05%
|