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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26.1K+ 727.46% |
$1.78M - $1.96M
|
29.7K
$2.18M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.7M - $1.86M
|
24.8K
$1.82M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 252.75% |
$1.68M - $1.85M
|
34.4K
$2.52M
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
23.9K+ 16.4% |
$1.63M - $1.79M
|
169K
$12.4M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.5K+ 8.37% |
$1.61M - $1.77M
|
305K
$22.4M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.58M - $1.73M
|
23.1K
$1.69M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.2K+ 646.85% |
$1.52M - $1.67M
|
25.7K
$1.88M
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.6M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.6K+ 24.32% |
$1.48M - $1.62M
|
110K
$8.09M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.3K+ 473.52% |
$1.39M - $1.52M
|
24.6K
$1.8M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19.5K+ 4.69% |
$1.33M - $1.46M
|
435K
$31.9M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 13226.71% |
$1.32M - $1.45M
|
19.5K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1K+ 17.11% |
$1.3M - $1.43M
|
130K
$9.57M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19KNew |
$1.3M - $1.42M
|
19K
$1.39M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.6KNew |
$1.27M - $1.39M
|
18.6K
$1.36M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.7KNew |
$1.21M - $1.33M
|
17.7K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.18M - $1.3M
|
17.3K
$1.27M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
16.4K+ 103.97% |
$1.12M - $1.23M
|
32.3K
$2.36M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.3K+ 299.3% |
$1.04M - $1.15M
|
20.4K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.5K+ 8.48% |
$990K - $1.09M
|
185K
$13.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 7.31% |
$960K - $1.05M
|
206K
$15.1M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 100.0% |
$958K - $1.05M
|
28K
$2.06M
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
14KNew |
$957K - $1.05M
|
14K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
14KNew |
$956K - $1.05M
|
14K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.5KNew |
$924K - $1.01M
|
13.5K
$991K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 2.2% |
$910K - $999K
|
619K
$45.4M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.8K+ 324.5% |
$806K - $886K
|
15.4K
$1.13M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.8K+ 394.6% |
$804K - $883K
|
14.7K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
11.7K+ 102.08% |
$797K - $875K
|
23.1K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.18% |
$784K - $861K
|
373K
$27.3M
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
11KNew |
$752K - $826K
|
11K
$807K
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
10.7KNew |
$732K - $804K
|
10.7K
$786K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6KNew |
$724K - $795K
|
10.6K
$776K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.1K+ 97.21% |
$690K - $758K
|
20.5K
$1.5M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.78K+ 75.24% |
$668K - $734K
|
22.8K
$1.67M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.75K+ 28.55% |
$666K - $732K
|
43.9K
$3.22M
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
9.5K+ 13.87% |
$649K - $713K
|
78K
$5.72M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
9.39K+ 46.78% |
$642K - $705K
|
29.5K
$2.16M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
8.95KNew |
$611K - $672K
|
8.95K
$656K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.81K+ 4.13% |
$602K - $661K
|
222K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.81K+ 21.84% |
$602K - $661K
|
49.1K
$3.6M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.54K+ 6.23% |
$583K - $641K
|
146K
$10.7M
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.32KNew |
$568K - $625K
|
8.32K
$610K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.28K+ 151.85% |
$566K - $622K
|
13.7K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.12K+ 85.36% |
$554K - $609K
|
17.6K
$1.29M
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
7.97KNew |
$544K - $598K
|
7.97K
$584K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.86K+ 0.93% |
$537K - $590K
|
857K
$62.8M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.15K+ 6.87% |
$489K - $537K
|
111K
$8.15M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.11KNew |
$486K - $534K
|
7.11K
$521K
|