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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,774
shares
|
$268,935
0.01% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,774
shares
|
$268,935
0.02% of portfolio
|
Q2 2022
Reduced 10.25%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,742
shares
|
$266,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,739
shares
|
$266,441
0.02% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,720
shares
|
$265,087
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,699
shares
|
$263,590
0.06% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
3,653
shares
|
$260,312
0.19% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,639
shares
|
$259,315
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,630
shares
|
$258,673
0.02% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
3,612
shares
|
$257,391
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,600
shares
|
$256,536
0.02% of portfolio
|
Q3 2024
Reduced 47.16%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,591
shares
|
$255,894
0.01% of portfolio
|
Q2 2024
Reduced 16.08%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,587
shares
|
$255,609
0.04% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,575
shares
|
$254,754
0.05% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,559
shares
|
$253,614
0.13% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,552
shares
|
$253,115
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,534
shares
|
$251,832
0.01% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,528
shares
|
$251,405
0.09% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
3,526
shares
|
$251,262
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$250,621
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$249,410
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
3,500
shares
|
$249,410
0.18% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
3,500
shares
|
$249,410
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
3,459
shares
|
$246,488
0.0% of portfolio
|
Q3 2024
Reduced 33.39%
|