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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
610
shares
|
$44,743
0.01% of portfolio
|
Q2 2021
Reduced 71.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
600
shares
|
$44,010
0.03% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
596
shares
|
$43,716
0.02% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
568
shares
|
$41,662
0.0% of portfolio
|
Q2 2023
Reduced 19.09%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
543
shares
|
$39,829
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
534
shares
|
$39,168
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
451
shares
|
$33,080
0.0% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
450
shares
|
$33,007
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
450
shares
|
$33,007
0.02% of portfolio
|
Q2 2024
Reduced 88.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
450
shares
|
$33,007
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
444
shares
|
$32,567
0.0% of portfolio
|
Q1 2022
Reduced 24.23%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
414
shares
|
$30,366
0.0% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
410
shares
|
$30,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
405
shares
|
$29,706
0.0% of portfolio
|
Q4 2020
Reduced 59.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
400
shares
|
$29,339
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$29,339
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
378
shares
|
$27,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
367
shares
|
$26,919
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$25,672
0.0% of portfolio
|
Q4 2024
Reduced 38.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
332
shares
|
$24,352
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
327
shares
|
$23,985
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
290
shares
|
$21,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
285
shares
|
$20,904
0.02% of portfolio
|
Q1 2025
Added 790.63%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$20,464
0.0% of portfolio
|
Q4 2022
Added 37.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
263
shares
|
$19,291
0.0% of portfolio
|
Q3 2022
New holding
|