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 |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,287
shares
|
$305,491
0.16% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
4,262
shares
|
$303,710
0.06% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
4,249
shares
|
$302,783
0.23% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,242
shares
|
$302,284
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,227
shares
|
$301,216
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
4,207
shares
|
$299,790
0.07% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
4,206
shares
|
$299,719
0.03% of portfolio
|
Q4 2024
Added 186.12%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
4,194
shares
|
$298,864
0.18% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,187
shares
|
$298,365
0.01% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,158
shares
|
$296,299
0.1% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,097
shares
|
$291,952
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
4,049
shares
|
$288,531
0.16% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,034
shares
|
$287,462
0.01% of portfolio
|
Q4 2024
Reduced 22.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
4,028
shares
|
$287,035
0.07% of portfolio
|
Q2 2023
Reduced 9.03%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
4,024
shares
|
$286,750
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,009
shares
|
$285,681
0.02% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,996
shares
|
$284,754
0.01% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,993
shares
|
$284,541
0.05% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,989
shares
|
$284,256
0.0% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,985
shares
|
$283,971
0.03% of portfolio
|
Q1 2022
Reduced 4.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,902
shares
|
$278,056
0.01% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
3,900
shares
|
$277,914
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
3,874
shares
|
$276,061
0.11% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
3,799
shares
|
$270,716
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,791
shares
|
$270,146
0.0% of portfolio
|
Q4 2024
Added 0.11%
|