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 839 institutions that hold shares in the stock, with a total of 64.2 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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
12,767
shares
|
$919,351
0.08% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
12,766
shares
|
$919,279
0.06% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
12,693
shares
|
$914,022
0.32% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
12,674
shares
|
$912,654
0.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
12,635
shares
|
$909,846
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
12,610
shares
|
$908,046
0.02% of portfolio
|
Q3 2025
Added 42.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
12,606
shares
|
$907,758
0.02% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
12,584
shares
|
$906,173
0.01% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
12,563
shares
|
$904,661
0.45% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
12,559
shares
|
$904,373
0.09% of portfolio
|
Q3 2025
Reduced 87.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
12,546
shares
|
$903,437
0.1% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
12,482
shares
|
$898,828
0.06% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
12,322
shares
|
$887,307
0.08% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,272
shares
|
$883,706
0.02% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,246
shares
|
$881,834
0.01% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,200
shares
|
$878,522
0.14% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,102
shares
|
$871,465
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
12,089
shares
|
$870,528
0.11% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
11,977
shares
|
$862,463
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
11,958
shares
|
$861,095
0.87% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,781
shares
|
$848,349
0.02% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
11,674
shares
|
$840,644
0.2% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
11,506
shares
|
$828,547
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
11,499
shares
|
$828,042
0.34% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,445
shares
|
$824,154
0.03% of portfolio
|
Q3 2025
Added 97.02%
|
|