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 841 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,169
shares
|
$232,351
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,159
shares
|
$231,617
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,156
shares
|
$231,397
0.02% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,154
shares
|
$231,251
0.13% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,148
shares
|
$230,811
0.18% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,144
shares
|
$230,518
0.05% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,132
shares
|
$229,638
0.05% of portfolio
|
Q1 2024
Reduced 47.44%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,125
shares
|
$229,124
0.07% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,091
shares
|
$226,632
0.03% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,076
shares
|
$225,532
0.02% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3,075
shares
|
$225,458
0.1% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,048
shares
|
$223,479
0.01% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
3,026
shares
|
$221,866
0.07% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,018
shares
|
$221,279
0.0% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,000
shares
|
$219,959
0.03% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,000
shares
|
$219,959
0.06% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$219,959
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,982
shares
|
$218,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
2,927
shares
|
$214,607
0.09% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
2,923
shares
|
$214,314
0.16% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,883
shares
|
$211,381
0.01% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,882
shares
|
$211,308
0.0% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,873
shares
|
$210,648
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,868
shares
|
$210,281
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,863
shares
|
$209,915
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|