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 775 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
114,214
shares
|
$8.22 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
111,771
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
106,903
shares
|
$7.7 Million
2.91% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
106,305
shares
|
$7.65 Million
0.01% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
105,404
shares
|
$7.59 Million
0.12% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
105,091
shares
|
$7.57 Million
0.82% of portfolio
|
Q3 2024
Added 293.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
104,068
shares
|
$7.49 Million
1.5% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
103,951
shares
|
$7.48 Million
4.87% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
102,254
shares
|
$7.36 Million
0.04% of portfolio
|
Q3 2024
Added 1902.23%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
101,352
shares
|
$7.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
97,006
shares
|
$6.98 Million
3.61% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
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%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
91,997
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Added 530.38%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
91,109
shares
|
$6.56 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
89,389
shares
|
$6.44 Million
2.28% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
88,782
shares
|
$6.39 Million
0.22% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
88,239
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
86,188
shares
|
$6.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
85,047
shares
|
$6.12 Million
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
85,045
shares
|
$6.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
84,682
shares
|
$6.1 Million
9.06% of portfolio
|
Q3 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
82,159
shares
|
$5.91 Million
1.07% of portfolio
|
Q4 2024
Reduced 39.61%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
81,326
shares
|
$5.85 Million
0.03% of portfolio
|
Q4 2024
Added 251.16%
|