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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
81,366
shares
|
$5.97 Million
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
80,789
shares
|
$5.93 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
80,228
shares
|
$5.88 Million
3.71% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
79,124
shares
|
$5.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
78,453
shares
|
$5.75 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
|
$5.71 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
77,404
shares
|
$5.68 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
|
$5.6 Million
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
73,800
shares
|
$5.41 Million
1.64% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
73,278
shares
|
$5.37 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,880
shares
|
$5.35 Million
0.03% of portfolio
|
Q2 2024
Added 4395.99%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
72,480
shares
|
$5.32 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
70,876
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
70,580
shares
|
$5.18 Million
0.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
70,020
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
69,392
shares
|
$5.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
69,127
shares
|
$5.07 Million
0.1% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
68,559
shares
|
$5.03 Million
0.34% of portfolio
|
Q3 2023
Added 1.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
67,006
shares
|
$4.91 Million
0.1% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
66,540
shares
|
$4.88 Million
5.19% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
65,765
shares
|
$4.82 Million
0.37% of portfolio
|
Q2 2025
Added 167.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
63,062
shares
|
$4.63 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
|
$4.6 Million
0.16% of portfolio
|
Q3 2022
Reduced 59.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
62,310
shares
|
$4.57 Million
1.95% of portfolio
|
Q1 2023
Reduced 4.03%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
61,575
shares
|
$4.52 Million
1.27% of portfolio
|
Q2 2025
Added 50.29%
|