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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$802,889
0.01% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
10,906
shares
|
$799,955
0.19% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,890
shares
|
$798,781
0.04% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
10,878
shares
|
$797,901
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
10,836
shares
|
$794,820
0.42% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
10,721
shares
|
$786,385
1.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
10,681
shares
|
$783,451
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,591
shares
|
$776,849
0.29% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,587
shares
|
$776,556
0.19% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
10,571
shares
|
$775,382
0.06% of portfolio
|
Q2 2025
Reduced 89.42%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
10,453
shares
|
$766,727
0.29% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
10,374
shares
|
$760,932
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
10,361
shares
|
$759,979
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,348
shares
|
$759,025
0.07% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,345
shares
|
$758,805
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,257
shares
|
$752,350
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,187
shares
|
$747,216
0.01% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,151
shares
|
$744,575
0.02% of portfolio
|
Q2 2025
Reduced 70.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
10,150
shares
|
$744,502
0.06% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
10,122
shares
|
$742,448
0.01% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,120
shares
|
$742,302
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,120
shares
|
$742,302
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
10,102
shares
|
$740,981
0.4% of portfolio
|
Q2 2025
Reduced 50.7%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
10,087
shares
|
$739,881
0.26% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
10,065
shares
|
$738,267
0.33% of portfolio
|
Q2 2025
Added 0.35%
|