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 842 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
32,502
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
32,368
shares
|
$2.33 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
32,206
shares
|
$2.32 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,421
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
30,239
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.17 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
30,158
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
30,091
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
29,808
shares
|
$2.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
29,763
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,712
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
29,687
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
29,443
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
28,612
shares
|
$2.06 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
28,368
shares
|
$2.04 Million
8.58% of portfolio
|
Q3 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
28,000
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
27,845
shares
|
$2.01 Million
0.68% of portfolio
|
Q3 2025
Added 26.98%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
27,504
shares
|
$1.98 Million
0.12% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
27,002
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
27,000
shares
|
$1.94 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,906
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
26,899
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.92 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
26,437
shares
|
$1.9 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|