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 852 institutions that hold shares in the stock, with a total of 62.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
429,001
shares
|
$30.4 Million
0.05% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
413,762
shares
|
$29.3 Million
0.0% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
408,215
shares
|
$28.9 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
|
$28.6 Million
0.07% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,783
shares
|
$28.5 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
|
$27 Million
4.3% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
371,371
shares
|
$26.3 Million
0.03% of portfolio
|
Q2 2025
Added 1097.51%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
367,188
shares
|
$26 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,102
shares
|
$25.8 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
|
$25.5 Million
0.05% of portfolio
|
Q2 2025
Added 129.9%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
353,345
shares
|
$25 Million
3.63% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
351,784
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
Added 45.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
347,559
shares
|
$24.6 Million
0.08% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$23.8 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
325,492
shares
|
$23.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
310,068
shares
|
$22 Million
0.02% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
306,298
shares
|
$21.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
305,312
shares
|
$21.6 Million
9.12% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
303,184
shares
|
$21.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
286,579
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
279,516
shares
|
$19.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
257,394
shares
|
$18.2 Million
0.06% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
240,971
shares
|
$17.1 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
234,561
shares
|
$16.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
233,019
shares
|
$16.5 Million
1.49% of portfolio
|
Q3 2025
Added 4.84%
|