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 843 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
434,091
shares
|
$31.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
417,852
shares
|
$30.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
413,762
shares
|
$30.3 Million
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
403,942
shares
|
$29.6 Million
0.07% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,783
shares
|
$29.5 Million
0.03% of portfolio
|
Q1 2024
Added 251.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
387,318
shares
|
$28.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 42.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
374,000
shares
|
$27.4 Million
0.46% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
366,444
shares
|
$26.9 Million
4.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,102
shares
|
$26.7 Million
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$24.6 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
325,648
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2025
Added 98.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
320,603
shares
|
$23.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
318,511
shares
|
$23.4 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
305,873
shares
|
$22.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
305,312
shares
|
$22.4 Million
9.12% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
304,909
shares
|
$22.4 Million
0.08% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
294,330
shares
|
$21.6 Million
10.06% of portfolio
|
Q2 2025
Added 151.18%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
290,051
shares
|
$21.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
242,836
shares
|
$17.8 Million
0.02% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
242,318
shares
|
$17.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
242,001
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Added 1545.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
228,155
shares
|
$16.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
227,781
shares
|
$16.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
222,375
shares
|
$16.3 Million
1.6% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
215,689
shares
|
$15.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.95%
|