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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
84,450
shares
|
$5.98 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
83,270
shares
|
$5.9 Million
3.56% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
81,366
shares
|
$5.76 Million
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
80,789
shares
|
$5.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
78,453
shares
|
$5.56 Million
0.19% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,817
shares
|
$5.51 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
77,404
shares
|
$5.48 Million
0.11% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
76,354
shares
|
$5.41 Million
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
73,278
shares
|
$5.19 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,880
shares
|
$5.16 Million
0.03% of portfolio
|
Q2 2024
Added 4395.99%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
72,480
shares
|
$5.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
70,876
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
70,640
shares
|
$5 Million
0.09% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
70,020
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
68,559
shares
|
$4.86 Million
0.34% of portfolio
|
Q3 2023
Added 1.48%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
66,691
shares
|
$4.72 Million
0.35% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
66,540
shares
|
$4.71 Million
5.19% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
65,026
shares
|
$4.61 Million
2.93% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
63,062
shares
|
$4.47 Million
0.42% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
62,670
shares
|
$4.44 Million
0.16% of portfolio
|
Q3 2022
Reduced 59.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
62,310
shares
|
$4.41 Million
1.95% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
61,552
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
60,579
shares
|
$4.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 57.74%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
60,383
shares
|
$4.28 Million
5.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
60,232
shares
|
$4.27 Million
2.09% of portfolio
|
Q2 2025
New holding
|