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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
124,743
shares
|
$8.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
122,860
shares
|
$8.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
121,736
shares
|
$8.62 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
119,965
shares
|
$8.5 Million
0.42% of portfolio
|
Q3 2025
Added 34.14%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
117,107
shares
|
$8.29 Million
1.54% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
115,902
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
112,953
shares
|
$8 Million
3.66% of portfolio
|
Q3 2025
Added 1160.21%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
112,375
shares
|
$7.96 Million
5.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
108,597
shares
|
$7.69 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
106,364
shares
|
$7.53 Million
0.31% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
106,081
shares
|
$7.51 Million
2.88% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
103,228
shares
|
$7.31 Million
4.43% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
102,501
shares
|
$7.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
100,917
shares
|
$7.15 Million
0.05% of portfolio
|
Q3 2025
Added 27.54%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
97,522
shares
|
$6.91 Million
0.72% of portfolio
|
Q2 2025
Added 648.84%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
96,009
shares
|
$6.8 Million
1.6% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
95,378
shares
|
$6.75 Million
0.52% of portfolio
|
Q2 2022
Reduced 7.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
93,792
shares
|
$6.64 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
93,468
shares
|
$6.62 Million
4.58% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
93,170
shares
|
$6.6 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
|
$6.31 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
88,533
shares
|
$6.27 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
87,460
shares
|
$6.19 Million
1.27% of portfolio
|
Q3 2025
Added 67.9%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
85,996
shares
|
$6.09 Million
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
85,461
shares
|
$6.05 Million
0.15% of portfolio
|
Q2 2025
Added 28.95%
|