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 772 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,493
shares
|
$391,431
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,454
shares
|
$388,652
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,322
shares
|
$379,245
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,308
shares
|
$378,248
0.05% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,294
shares
|
$377,250
0.02% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
5,279
shares
|
$376,181
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,236
shares
|
$373,117
0.04% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,204
shares
|
$370,837
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
5,200
shares
|
$370,552
0.13% of portfolio
|
Q4 2023
Reduced 4.59%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,166
shares
|
$368,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
5,134
shares
|
$365,848
0.28% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,123
shares
|
$365,064
0.01% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,122
shares
|
$364,993
0.02% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,066
shares
|
$361,003
0.1% of portfolio
|
Q3 2024
Added 40.64%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,050
shares
|
$359,863
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,002
shares
|
$356,442
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,993
shares
|
$355,801
0.08% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,963
shares
|
$353,663
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
4,948
shares
|
$352,594
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,948
shares
|
$352,594
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,930
shares
|
$351,311
0.01% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,920
shares
|
$350,599
0.08% of portfolio
|
Q1 2024
Added 9.97%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,910
shares
|
$349,886
0.0% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,900
shares
|
$349,174
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,899
shares
|
$349,102
0.01% of portfolio
|
Q3 2024
Added 16.5%
|