Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.23K+ 5.62% |
$85.4K - $91.9K
|
23.1K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.22K+ 38.58% |
$85.1K - $91.6K
|
4.39K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 3.09% |
$84.9K - $91.3K
|
40.7K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 3.34% |
$84.8K - $91.3K
|
37.7K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.18K+ 2.29% |
$82.2K - $88.4K
|
52.8K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 6.28% |
$81.4K - $87.6K
|
19.8K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.65% |
$79.3K - $85.4K
|
32.4K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.12K+ 239.91% |
$77.8K - $83.7K
|
1.58K
$112K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.09KNew |
$75.7K - $81.5K
|
1.09K
$77.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 36.66% |
$74.5K - $80.1K
|
3.99K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.01K+ 2.24% |
$70.2K - $75.5K
|
46K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1KNew |
$69.6K - $74.9K
|
1K
$70.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 0.96% |
$69.6K - $74.9K
|
105K
$7.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
961+ 6.05% |
$66.9K - $72K
|
16.8K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
941+ 5.43% |
$65.5K - $70.5K
|
18.3K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
924+ 1.71% |
$64.3K - $69.2K
|
55.1K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
922+ 7.58% |
$64.2K - $69K
|
13.1K
$926K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
922+ 7.58% |
$64.2K - $69K
|
13.1K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
894+ 3.71% |
$62.2K - $66.9K
|
25K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
868+ 0.13% |
$60.4K - $65K
|
679K
$48.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
865+ 3.5% |
$60.2K - $64.8K
|
25.6K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
854New |
$59.4K - $63.9K
|
854
$60.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
840New |
$58.4K - $62.9K
|
840
$59.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
826New |
$57.5K - $61.8K
|
826
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
808+ 1.63% |
$56.2K - $60.5K
|
50.5K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 13.31% |
$55.7K - $59.9K
|
6.81K
$482K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
777+ 7.51% |
$54.1K - $58.2K
|
11.1K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
775+ 553.57% |
$53.9K - $58K
|
915
$64.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
765New |
$53.2K - $57.3K
|
765
$54.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
761+ 6.54% |
$53K - $57K
|
12.4K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 0.65% |
$51.6K - $55.5K
|
115K
$8.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
723New |
$50.3K - $54.1K
|
723
$51.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
716+ 15.12% |
$49.8K - $53.6K
|
5.45K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
709+ 7.06% |
$49.3K - $53.1K
|
10.8K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
680+ 14.24% |
$47.3K - $50.9K
|
5.45K
$386K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
667+ 9.37% |
$46.4K - $49.9K
|
7.79K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
634New |
$44.1K - $47.5K
|
634
$44.9K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
581+ 6.51% |
$40.4K - $43.5K
|
9.51K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
581+ 6.51% |
$40.4K - $43.5K
|
9.51K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
579+ 2.09% |
$40.3K - $43.3K
|
28.3K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
577+ 1.43% |
$40.1K - $43.2K
|
41.1K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
562New |
$39.1K - $42.1K
|
562
$39.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
541+ 39.69% |
$37.6K - $40.5K
|
1.9K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
526+ 2.58% |
$36.6K - $39.4K
|
20.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
508+ 3.94% |
$35.3K - $38K
|
13.4K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
465+ 8.53% |
$32.4K - $34.8K
|
5.92K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
431+ 2.36% |
$30K - $32.3K
|
18.7K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
423+ 9.43% |
$29.4K - $31.7K
|
4.91K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
415+ 1.18% |
$28.9K - $31.1K
|
35.6K
$2.52M
|