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 852 institutions that hold shares in the stock, with a total of 62.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
228,170
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
209,168
shares
|
$14.8 Million
0.09% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
207,395
shares
|
$14.7 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
205,011
shares
|
$14.5 Million
3.67% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
204,887
shares
|
$14.5 Million
6.21% of portfolio
|
Q3 2025
Reduced 30.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
184,895
shares
|
$13.1 Million
1.53% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
183,521
shares
|
$13 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
|
$12.8 Million
2.73% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
172,986
shares
|
$12.3 Million
0.56% of portfolio
|
Q2 2025
Added 252.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
164,724
shares
|
$11.7 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
161,196
shares
|
$11.4 Million
2.05% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
159,091
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
157,849
shares
|
$11.2 Million
0.38% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
145,913
shares
|
$10.3 Million
6.79% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
145,175
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
144,824
shares
|
$10.3 Million
5.9% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
142,870
shares
|
$10.1 Million
0.94% of portfolio
|
Q3 2025
Added 37.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
142,708
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 371.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
141,288
shares
|
$10 Million
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$9.99 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$9.91 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
138,989
shares
|
$9.84 Million
2.81% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
136,085
shares
|
$9.64 Million
4.36% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
133,671
shares
|
$9.47 Million
0.08% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
129,844
shares
|
$9.2 Million
0.56% of portfolio
|
Q3 2025
New holding
|