Institutional Ownership 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). We have compiled data on the 843 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.96 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
26,499
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,442
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
26,345
shares
|
$1.93 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
26,146
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
26,005
shares
|
$1.91 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
25,684
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Added 646.85%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,541
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2023
Reduced 1.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,397
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
25,221
shares
|
$1.85 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
25,220
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
24,817
shares
|
$1.82 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
24,620
shares
|
$1.81 Million
0.59% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
24,564
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Added 473.52%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
24,281
shares
|
$1.78 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
24,187
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
23,942
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
23,739
shares
|
$1.74 Million
0.87% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
23,562
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
23,101
shares
|
$1.69 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
23,090
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 102.08%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
22,982
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
22,787
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 75.24%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
22,671
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
22,312
shares
|
$1.64 Million
0.83% of portfolio
|
Q4 2023
Reduced 19.63%
|