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 862 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
4,909
shares
|
$360,075
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,900
shares
|
$359,415
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
4,894
shares
|
$358,974
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,889
shares
|
$358,608
0.01% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,876
shares
|
$357,654
0.14% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,842
shares
|
$355,160
0.24% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,811
shares
|
$352,886
0.05% of portfolio
|
Q2 2023
Added 39.81%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
4,808
shares
|
$352,666
0.13% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,761
shares
|
$349,219
0.13% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,758
shares
|
$348,999
0.03% of portfolio
|
Q2 2025
Reduced 48.82%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,735
shares
|
$347,312
0.01% of portfolio
|
Q2 2025
Reduced 39.31%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,709
shares
|
$345,405
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
4,706
shares
|
$345,185
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,700
shares
|
$344,745
0.18% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,699
shares
|
$344,671
0.02% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
4,672
shares
|
$342,691
0.03% of portfolio
|
Q1 2025
Reduced 51.52%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
4,668
shares
|
$342,397
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,612
shares
|
$338,290
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,536
shares
|
$332,715
0.18% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,534
shares
|
$332,568
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,500
shares
|
$330,075
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$330,075
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
4,477
shares
|
$328,387
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,469
shares
|
$327,801
0.01% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
4,445
shares
|
$326,040
0.14% of portfolio
|
Q2 2025
Added 0.57%
|