Institutional Ownership Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Enha (SPVU). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $52.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
188,275
shares
|
$9.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
173,052
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
172,516
shares
|
$8.53 Million
1.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
167,903
shares
|
$8.3 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
97,360
shares
|
$4.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
58,869
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
31,876
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
15,883
shares
|
$785,096
0.46% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,825
shares
|
$683,369
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
11,684
shares
|
$577,540
0.0% of portfolio
|
Q3 2024
Added 207.55%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
11,351
shares
|
$561,079
0.03% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
10,581
shares
|
$523,018
0.16% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
9,913
shares
|
$489,999
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,191
shares
|
$454,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,678
shares
|
$428,953
0.0% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,482
shares
|
$419,265
0.02% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,916
shares
|
$391,287
0.1% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
7,138
shares
|
$352,831
0.12% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,401
shares
|
$316,401
0.03% of portfolio
|
Q3 2024
Reduced 67.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,164
shares
|
$304,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,908
shares
|
$292,032
0.0% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,150
shares
|
$254,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,760
shares
|
$235,286
0.01% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,497
shares
|
$222,286
0.0% of portfolio
|
Q3 2024
Reduced 45.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,564
shares
|
$176,168
0.02% of portfolio
|
Q3 2024
Added 0.71%
|