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 45 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $64.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
259,187
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
243,506
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 18.69%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
169,003
shares
|
$9.21 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
158,980
shares
|
$8.66 Million
0.0% of portfolio
|
Q2 2025
Added 63.29%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
95,714
shares
|
$5.21 Million
4.11% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
29,113
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
26,386
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,160
shares
|
$880,396
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
15,481
shares
|
$843,404
0.36% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,709
shares
|
$801,346
0.0% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,200
shares
|
$773,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
14,187
shares
|
$772,907
0.02% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
13,386
shares
|
$729,269
0.15% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,490
shares
|
$680,455
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,828
shares
|
$644,389
0.01% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,741
shares
|
$476,209
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,735
shares
|
$475,882
0.04% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,726
shares
|
$475,392
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,954
shares
|
$433,333
0.1% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,345
shares
|
$400,155
0.0% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,585
shares
|
$358,750
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,715
shares
|
$311,353
0.0% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,100
shares
|
$277,848
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,993
shares
|
$272,018
0.0% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,903
shares
|
$267,115
0.0% of portfolio
|
Q2 2025
Added 24.79%
|