Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
842K+ 12.37% |
$57.6M - $63.2M
|
7.66M
$561M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
593K+ 19.83% |
$40.5M - $44.5M
|
3.58M
$263M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
477K+ 42.73% |
$32.6M - $35.8M
|
1.59M
$117M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
417K+ 256.37% |
$28.5M - $31.3M
|
580K
$42.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
244KNew |
$16.7M - $18.3M
|
244K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
227K+ 1545.26% |
$15.5M - $17.1M
|
242K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
212K+ 4674.45% |
$14.5M - $15.9M
|
217K
$15.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209K+ 8016.88% |
$14.3M - $15.7M
|
212K
$15.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
196K+ 4656.4% |
$13.4M - $14.7M
|
200K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
173K+ 2107.67% |
$11.8M - $13M
|
181K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161K+ 98.28% |
$11M - $12.1M
|
326K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
157KNew |
$10.7M - $11.7M
|
157K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 32.91% |
$9.91M - $10.9M
|
585K
$42.9M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
140KNew |
$9.56M - $10.5M
|
140K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 3299.39% |
$9.56M - $10.5M
|
144K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136K+ 13.88% |
$9.29M - $10.2M
|
1.12M
$81.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
121K+ 372.99% |
$8.28M - $9.09M
|
154K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105K+ 1308625.0% |
$7.15M - $7.86M
|
105K
$7.68M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 5.94% |
$7.14M - $7.85M
|
1.86M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 7.83% |
$7M - $7.69M
|
1.41M
$103M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
96.3K+ 192.31% |
$6.58M - $7.23M
|
146K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$7.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
91K+ 899.7% |
$6.22M - $6.83M
|
101K
$7.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.6K+ 27.24% |
$6.05M - $6.65M
|
414K
$30.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.7K+ 18.42% |
$5.79M - $6.36M
|
545K
$39.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
83K+ 232.19% |
$5.67M - $6.23M
|
119K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
82.6K+ 335.0% |
$5.64M - $6.2M
|
107K
$7.86M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
81.3K+ 251.1% |
$5.56M - $6.11M
|
114K
$8.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
70.7K+ 105.76% |
$4.83M - $5.31M
|
138K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
70KNew |
$4.78M - $5.25M
|
70K
$5.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
62.3KNew |
$4.25M - $4.67M
|
62.3K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61.3KNew |
$4.19M - $4.6M
|
61.3K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
56.3K+ 6.36% |
$3.85M - $4.23M
|
942K
$69M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.4K+ 51.65% |
$3.58M - $3.93M
|
154K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5K+ 35.95% |
$3.52M - $3.86M
|
195K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
49.6KNew |
$3.39M - $3.72M
|
49.6K
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
49KNew |
$3.35M - $3.68M
|
49K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.8K+ 246.37% |
$3.33M - $3.66M
|
68.6K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
47.4KNew |
$3.24M - $3.56M
|
47.4K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.5K+ 38.41% |
$3.04M - $3.34M
|
160K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
43K+ 827.11% |
$2.94M - $3.23M
|
48.2K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.5K+ 171.59% |
$2.84M - $3.12M
|
65.7K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
40.6K+ 350.81% |
$2.77M - $3.05M
|
52.2K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.5K+ 149.22% |
$2.63M - $2.89M
|
64.3K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
32.2KNew |
$2.2M - $2.42M
|
32.2K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.4K+ 98.78% |
$2.15M - $2.36M
|
63.2K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
29.9K+ 194.6% |
$2.04M - $2.24M
|
45.3K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$1.95M - $2.15M
|
28.6K
$2.1M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
26.5KNew |
$1.81M - $1.99M
|
26.5K
$1.94M
|