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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,967
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
30,956
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,632
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30,356
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 73.31%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.21 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,117
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
29,928
shares
|
$2.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
29,808
shares
|
$2.19 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
29,662
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
29,627
shares
|
$2.17 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
29,200
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
29,152
shares
|
$2.14 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,902
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
28,800
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 109.67%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
28,662
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
28,237
shares
|
$2.07 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,991
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
27,984
shares
|
$2.05 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
27,911
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
27,692
shares
|
$2.03 Million
1.08% of portfolio
|
Q2 2025
Reduced 42.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
27,683
shares
|
$2.03 Million
0.17% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
27,654
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
27,252
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
26,983
shares
|
$1.98 Million
0.78% of portfolio
|
Q2 2025
Added 3.76%
|