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 |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,992
shares
|
$498,249
0.06% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,963
shares
|
$496,183
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,938
shares
|
$494,401
0.26% of portfolio
|
Q3 2024
Added 96.93%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
6,920
shares
|
$493,119
0.34% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,849
shares
|
$488,059
0.03% of portfolio
|
Q4 2024
Reduced 21.9%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,842
shares
|
$487,560
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,840
shares
|
$487,418
0.09% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
6,835
shares
|
$487,062
0.28% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
6,811
shares
|
$485,351
0.2% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,759
shares
|
$481,646
0.03% of portfolio
|
Q4 2024
Reduced 27.52%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
6,675
shares
|
$475,660
0.05% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,634
shares
|
$472,738
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,630
shares
|
$472,453
0.02% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
6,610
shares
|
$471,028
0.21% of portfolio
|
Q3 2023
Reduced 3.55%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
6,582
shares
|
$469,033
0.17% of portfolio
|
Q3 2024
Reduced 98.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
6,547
shares
|
$466,539
0.28% of portfolio
|
Q4 2023
Reduced 16.85%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
6,517
shares
|
$464,401
0.22% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
6,451
shares
|
$459,698
0.37% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
6,438
shares
|
$458,771
0.23% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,428
shares
|
$458,059
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
6,402
shares
|
$456,206
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
6,369
shares
|
$453,854
0.2% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,347
shares
|
$452,287
0.03% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,334
shares
|
$451,360
0.0% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,296
shares
|
$448,652
0.23% of portfolio
|
Q2 2024
Reduced 0.66%
|