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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
450,761
shares
|
$33.1 Million
2.43% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
447,398
shares
|
$32.8 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
408,215
shares
|
$29.9 Million
0.02% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
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%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
381,317
shares
|
$28 Million
4.3% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
374,000
shares
|
$27.4 Million
0.46% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
371,371
shares
|
$27.2 Million
0.03% of portfolio
|
Q2 2025
Added 1097.51%
|
|
|
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%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
359,800
shares
|
$26.4 Million
0.05% of portfolio
|
Q2 2025
Added 129.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
351,784
shares
|
$25.8 Million
0.0% of portfolio
|
Q2 2025
Added 45.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
347,559
shares
|
$25.5 Million
0.08% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$24.6 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
325,492
shares
|
$23.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
320,603
shares
|
$23.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
310,068
shares
|
$22.7 Million
0.02% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
307,507
shares
|
$22.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
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%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
279,516
shares
|
$20.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
258,645
shares
|
$19 Million
0.37% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
249,480
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 56.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
247,047
shares
|
$18.1 Million
0.06% of portfolio
|
Q2 2025
Added 52.25%
|