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 842 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Genworth Financial Inc
|
Oct 27, 2025 Q3 2025 |
471,340
shares
|
$33.9 Million
7.92% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
457,781
shares
|
$33 Million
0.45% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
455,085
shares
|
$32.8 Million
2.33% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
429,001
shares
|
$30.9 Million
0.05% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
403,942
shares
|
$29.1 Million
0.07% of portfolio
|
Q3 2023
Added 6.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
402,783
shares
|
$29 Million
0.03% of portfolio
|
Q1 2024
Added 251.74%
|
|
|
Cartenna Capital, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
400,000
shares
|
$28.8 Million
1.6% of portfolio
|
Q3 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
382,034
shares
|
$27.5 Million
3.86% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
367,188
shares
|
$26.4 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
364,102
shares
|
$26.2 Million
0.02% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
358,452
shares
|
$25.8 Million
0.13% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
353,345
shares
|
$25.4 Million
3.63% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
335,490
shares
|
$24.2 Million
1.76% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
328,793
shares
|
$23.7 Million
0.22% of portfolio
|
Q3 2025
Added 9457.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
326,690
shares
|
$23.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
325,587
shares
|
$23.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.31%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
311,848
shares
|
$22.5 Million
8.73% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
306,298
shares
|
$22.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
303,184
shares
|
$21.8 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
286,579
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
269,949
shares
|
$19.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
266,448
shares
|
$19.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
259,712
shares
|
$18.7 Million
0.64% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
257,394
shares
|
$18.5 Million
0.06% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
249,247
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.15%
|
|