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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
32,368
shares
|
$2.29 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
32,206
shares
|
$2.28 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
30,632
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,421
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.14 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
30,158
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,117
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
29,808
shares
|
$2.11 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
|
$2.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,712
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
29,687
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
29,200
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,902
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 33.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
28,800
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Added 109.67%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
28,612
shares
|
$2.03 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,991
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
27,984
shares
|
$1.98 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$1.98 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
27,654
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
27,252
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
27,000
shares
|
$1.91 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.89 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
26,437
shares
|
$1.87 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
26,354
shares
|
$1.87 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
26,352
shares
|
$1.87 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.34%
|