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 776 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
8,191
shares
|
$589,670
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
8,116
shares
|
$584,270
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$581,607
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,995
shares
|
$575,560
0.09% of portfolio
|
Q4 2022
Added 2.57%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,979
shares
|
$574,408
0.04% of portfolio
|
Q3 2023
Reduced 4.33%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
7,968
shares
|
$573,616
0.07% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
7,944
shares
|
$571,888
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,944
shares
|
$571,888
0.01% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
7,936
shares
|
$571,312
0.44% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$570,016
0.13% of portfolio
|
Q3 2024
Added 68.47%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
7,906
shares
|
$569,152
0.29% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,875
shares
|
$566,921
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
7,841
shares
|
$564,473
0.45% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
7,807
shares
|
$562,025
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,807
shares
|
$562,025
0.04% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,801
shares
|
$561,593
0.04% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,784
shares
|
$560,370
0.02% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,765
shares
|
$559,002
0.01% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,755
shares
|
$558,282
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
7,751
shares
|
$557,994
0.61% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
7,749
shares
|
$557,850
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
7,727
shares
|
$556,266
0.35% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,666
shares
|
$551,875
0.02% of portfolio
|
Q4 2024
Added 801.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,549
shares
|
$543,452
0.05% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,484
shares
|
$538,773
0.01% of portfolio
|
Q3 2024
Reduced 34.38%
|