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 838 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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,177
shares
|
$300,785
0.08% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,162
shares
|
$299,705
0.0% of portfolio
|
Q3 2025
Reduced 82.22%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,101
shares
|
$295,313
0.0% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,097
shares
|
$295,024
0.0% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
4,086
shares
|
$294,232
0.03% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,084
shares
|
$294,088
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,021
shares
|
$289,552
0.03% of portfolio
|
Q1 2025
Added 32.49%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,993
shares
|
$287,535
0.05% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,976
shares
|
$286,311
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
3,975
shares
|
$286,239
0.06% of portfolio
|
Q4 2025
Reduced 12.54%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
3,972
shares
|
$286,023
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,966
shares
|
$285,591
0.0% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
3,958
shares
|
$285,015
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,948
shares
|
$284,295
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
3,921
shares
|
$282,351
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,907
shares
|
$281,343
0.1% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,774
shares
|
$271,765
0.01% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,774
shares
|
$271,765
0.02% of portfolio
|
Q2 2022
Reduced 10.25%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
3,754
shares
|
$270,325
0.18% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,736
shares
|
$269,029
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
3,732
shares
|
$268,741
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
3,720
shares
|
$267,877
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
3,712
shares
|
$267,301
0.07% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,691
shares
|
$265,788
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,685
shares
|
$265,356
0.08% of portfolio
|
Q3 2025
Added 0.27%
|
|