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 |
|---|---|---|---|---|---|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
12,200
shares
|
$869,372
0.17% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,194
shares
|
$868,944
0.37% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
12,175
shares
|
$867,590
0.14% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,102
shares
|
$862,388
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$851,984
0.3% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
11,802
shares
|
$841,010
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
11,694
shares
|
$833,314
0.28% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
11,636
shares
|
$829,181
0.49% of portfolio
|
Q3 2024
Added 100.62%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
11,614
shares
|
$827,613
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
11,591
shares
|
$825,974
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
11,547
shares
|
$822,839
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
11,541
shares
|
$822,411
0.06% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
11,519
shares
|
$820,843
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
11,445
shares
|
$815,570
0.02% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
11,438
shares
|
$815,071
0.01% of portfolio
|
Q3 2024
Added 4385.49%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
11,413
shares
|
$813,290
0.23% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,351
shares
|
$808,872
0.08% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
11,326
shares
|
$807,090
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,254
shares
|
$801,960
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,249
shares
|
$801,603
0.09% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,169
shares
|
$795,902
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
11,059
shares
|
$788,064
0.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$780,011
0.01% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,753
shares
|
$766,258
0.02% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,700
shares
|
$762,482
0.02% of portfolio
|
Q4 2024
Reduced 33.55%
|