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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$126,700
0.01% of portfolio
|
Q1 2021
Reduced 28.45%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,775
shares
|
$126,486
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,713
shares
|
$122,068
0.01% of portfolio
|
Q2 2024
Reduced 53.86%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,700
shares
|
$121,142
0.02% of portfolio
|
Q4 2022
Reduced 5.56%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,698
shares
|
$120,999
0.01% of portfolio
|
Q2 2024
Reduced 65.19%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$119,716
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,590
shares
|
$113,303
0.07% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,567
shares
|
$111,664
0.15% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,529
shares
|
$108,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,525
shares
|
$108,671
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,509
shares
|
$107,531
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,363
shares
|
$97,127
0.0% of portfolio
|
Q3 2024
Added 70.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,279
shares
|
$91,141
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,266
shares
|
$90,215
0.06% of portfolio
|
Q4 2023
Reduced 30.13%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,230
shares
|
$87,649
0.01% of portfolio
|
Q2 2020
Reduced 13.99%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,227
shares
|
$87,436
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,213
shares
|
$86,438
0.02% of portfolio
|
Q3 2024
Added 64.81%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,182
shares
|
$84,229
0.01% of portfolio
|
Q3 2023
Reduced 17.05%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,174
shares
|
$83,659
0.01% of portfolio
|
Q3 2021
Reduced 17.03%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,125
shares
|
$80,167
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,020
shares
|
$72,685
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,009
shares
|
$71,901
0.01% of portfolio
|
Q4 2024
Reduced 48.65%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,008
shares
|
$71,830
0.01% of portfolio
|
Q3 2023
Added 98.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,000
shares
|
$71,260
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
996
shares
|
$70,974
0.03% of portfolio
|
Q3 2024
Added 0.1%
|