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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
27,828
shares
|
$1.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
27,791
shares
|
$1.98 Million
0.75% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
27,683
shares
|
$1.97 Million
1.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27,296
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
26,922
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,737
shares
|
$1.91 Million
0.85% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.9 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
26,350
shares
|
$1.88 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,244
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Added 143.5%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
26,198
shares
|
$1.87 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
26,045
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
25,929
shares
|
$1.85 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
25,597
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,541
shares
|
$1.82 Million
0.12% of portfolio
|
Q4 2023
Reduced 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,053
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
25,004
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
24,572
shares
|
$1.75 Million
0.15% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
24,350
shares
|
$1.74 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
24,281
shares
|
$1.73 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
24,187
shares
|
$1.72 Million
0.16% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
23,690
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2024
Added 6462.33%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
23,682
shares
|
$1.69 Million
0.81% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,647
shares
|
$1.69 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
23,191
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
23,159
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.57%
|