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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
240,971
shares
|
$17.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
228,170
shares
|
$16.7 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
222,262
shares
|
$16.3 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
209,168
shares
|
$15.3 Million
0.09% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
207,395
shares
|
$15.2 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
193,776
shares
|
$14.2 Million
1.74% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
183,521
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
180,963
shares
|
$13.3 Million
2.73% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
172,986
shares
|
$12.7 Million
0.56% of portfolio
|
Q2 2025
Added 252.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
164,724
shares
|
$12.1 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
161,196
shares
|
$11.8 Million
2.05% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
159,090
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
157,849
shares
|
$11.6 Million
0.38% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
145,175
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
143,357
shares
|
$10.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
142,708
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 371.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$10.4 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
140,045
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
135,833
shares
|
$9.96 Million
6.86% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
135,431
shares
|
$9.93 Million
4.76% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
133,671
shares
|
$9.8 Million
0.08% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
126,623
shares
|
$9.29 Million
2.69% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
124,743
shares
|
$9.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
122,860
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.84%
|