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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,685
shares
|
$265,356
0.08% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
3,670
shares
|
$264,276
0.02% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
3,650
shares
|
$262,836
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
3,639
shares
|
$262,044
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
3,612
shares
|
$260,100
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,575
shares
|
$257,435
0.04% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
3,567
shares
|
$256,859
0.02% of portfolio
|
Q4 2025
Added 10.85%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,566
shares
|
$256,787
0.02% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,553
shares
|
$255,851
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,544
shares
|
$255,203
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
3,542
shares
|
$255,059
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,537
shares
|
$254,699
0.01% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,534
shares
|
$254,483
0.01% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,503
shares
|
$252,251
0.0% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$252,035
0.01% of portfolio
|
Q3 2025
Reduced 72.03%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$252,035
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
3,500
shares
|
$252,035
0.06% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
3,489
shares
|
$251,242
0.15% of portfolio
|
Q4 2025
Reduced 35.28%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
3,489
shares
|
$251,242
0.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,482
shares
|
$250,738
0.06% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,462
shares
|
$249,298
0.05% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
3,459
shares
|
$249,082
0.08% of portfolio
|
Q4 2025
Reduced 2.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,454
shares
|
$248,722
0.0% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
3,450
shares
|
$248,434
0.04% of portfolio
|
Q4 2025
Reduced 11.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
3,438
shares
|
$247,570
0.01% of portfolio
|
Q4 2025
Added 0.32%
|
|