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 772 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,689
shares
|
$3.33 Million
0.19% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
46,030
shares
|
$3.28 Million
1.94% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
45,830
shares
|
$3.27 Million
0.77% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
45,334
shares
|
$3.23 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,706
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
41,729
shares
|
$2.97 Million
0.33% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
41,602
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
41,106
shares
|
$2.93 Million
0.08% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
41,063
shares
|
$2.93 Million
1.93% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
40,492
shares
|
$2.89 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
39,800
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
39,468
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
38,662
shares
|
$2.76 Million
1.52% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
38,465
shares
|
$2.74 Million
2.59% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
38,312
shares
|
$2.73 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
37,687
shares
|
$2.69 Million
0.17% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,642
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
37,444
shares
|
$2.67 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.66 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.66 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
37,311
shares
|
$2.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
37,214
shares
|
$2.65 Million
2.71% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
37,164
shares
|
$2.65 Million
1.4% of portfolio
|
Q2 2024
Reduced 73.42%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
35,558
shares
|
$2.53 Million
0.27% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
35,520
shares
|
$2.53 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.38%
|