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 842 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
129,844
shares
|
$9.35 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
128,810
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
126,228
shares
|
$9.09 Million
0.05% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
124,154
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
119,965
shares
|
$8.64 Million
0.42% of portfolio
|
Q2 2024
Reduced 50.19%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
119,303
shares
|
$8.59 Million
4.27% of portfolio
|
Q3 2025
Added 140.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
119,000
shares
|
$8.57 Million
1.54% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
118,778
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2025
Added 100.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
115,902
shares
|
$8.35 Million
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
112,953
shares
|
$8.13 Million
3.66% of portfolio
|
Q3 2025
Added 1160.21%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
112,375
shares
|
$8.09 Million
5.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
111,232
shares
|
$8.01 Million
2.77% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
108,597
shares
|
$7.82 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
106,364
shares
|
$7.66 Million
0.31% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
103,228
shares
|
$7.43 Million
4.43% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
102,501
shares
|
$7.38 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
100,917
shares
|
$7.27 Million
0.05% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
96,009
shares
|
$6.91 Million
1.6% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
95,378
shares
|
$6.87 Million
0.52% of portfolio
|
Q2 2022
Reduced 7.86%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
93,468
shares
|
$6.73 Million
4.58% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
93,170
shares
|
$6.71 Million
0.45% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
89,097
shares
|
$6.42 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
88,256
shares
|
$6.36 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
87,460
shares
|
$6.3 Million
1.27% of portfolio
|
Q3 2025
Added 67.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
87,138
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2025
Added 7.09%
|
|