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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,606
shares
|
$557,900
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
7,579
shares
|
$555,919
0.38% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
7,538
shares
|
$552,912
0.25% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
7,506
shares
|
$550,565
0.27% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
7,506
shares
|
$550,565
0.27% of portfolio
|
Q2 2025
Reduced 96.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
7,446
shares
|
$546,164
0.01% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,444
shares
|
$546,017
0.03% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,387
shares
|
$541,836
0.04% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
7,311
shares
|
$536,261
0.01% of portfolio
|
Q2 2025
Added 44.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,207
shares
|
$528,633
0.03% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
7,191
shares
|
$527,459
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
7,184
shares
|
$526,946
0.0% of portfolio
|
Q2 2025
Reduced 68.89%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
7,082
shares
|
$519,464
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,077
shares
|
$519,097
0.02% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
7,068
shares
|
$518,437
0.22% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
7,049
shares
|
$517,044
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
7,034
shares
|
$515,943
0.04% of portfolio
|
Q2 2025
Added 1318.15%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,027
shares
|
$515,430
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
7,014
shares
|
$514,476
0.02% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
7,013
shares
|
$514,403
0.34% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
6,992
shares
|
$512,863
0.06% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
6,891
shares
|
$505,454
0.16% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
6,842
shares
|
$501,860
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
6,835
shares
|
$501,347
0.28% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,811
shares
|
$499,586
0.2% of portfolio
|
Q4 2024
Added 13.31%
|