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 839 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
649
shares
|
$46,734
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
640
shares
|
$46,086
0.04% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
610
shares
|
$43,926
0.01% of portfolio
|
Q2 2021
Reduced 71.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
600
shares
|
$43,206
0.03% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
568
shares
|
$40,901
0.0% of portfolio
|
Q2 2023
Reduced 19.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
546
shares
|
$39,317
0.02% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
543
shares
|
$39,101
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
534
shares
|
$38,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
524
shares
|
$37,733
0.01% of portfolio
|
Q3 2025
Reduced 48.83%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
520
shares
|
$37,445
0.0% of portfolio
|
Q3 2025
Reduced 37.35%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$36,005
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
486
shares
|
$34,996
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
453
shares
|
$32,620
0.0% of portfolio
|
Q3 2025
Added 681.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
451
shares
|
$32,476
0.0% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
450
shares
|
$32,404
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$32,404
0.02% of portfolio
|
Q2 2024
Reduced 88.98%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
449
shares
|
$32,332
0.0% of portfolio
|
Q3 2025
Reduced 75.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
444
shares
|
$31,972
0.0% of portfolio
|
Q1 2022
Reduced 24.23%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
436
shares
|
$31,396
0.0% of portfolio
|
Q3 2025
Added 192.62%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
433
shares
|
$31,180
0.01% of portfolio
|
Q3 2025
Reduced 34.98%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
425
shares
|
$30,604
0.02% of portfolio
|
Q3 2025
Added 112.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
414
shares
|
$29,812
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
410
shares
|
$29,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
405
shares
|
$29,164
0.0% of portfolio
|
Q4 2020
Reduced 59.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
400
shares
|
$28,804
0.01% of portfolio
|
Q2 2023
New holding
|
|