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 769 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
12,651
shares
|
$888,859
0.08% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
12,549
shares
|
$881,692
0.47% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
12,547
shares
|
$881,552
0.4% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
12,516
shares
|
$879,374
0.12% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,393
shares
|
$870,732
0.11% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,278
shares
|
$862,652
0.04% of portfolio
|
Q3 2024
Added 61.66%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
12,200
shares
|
$857,172
0.17% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
12,160
shares
|
$854,361
0.03% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,102
shares
|
$850,286
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$840,028
0.3% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
11,802
shares
|
$829,208
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,748
shares
|
$825,414
0.01% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
11,694
shares
|
$821,620
0.28% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
11,636
shares
|
$817,545
0.49% of portfolio
|
Q3 2024
Added 100.62%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
11,614
shares
|
$815,999
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
11,591
shares
|
$814,383
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
11,541
shares
|
$810,870
0.06% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
11,510
shares
|
$808,692
0.22% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
11,438
shares
|
$803,633
0.01% of portfolio
|
Q3 2024
Added 4385.49%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
11,413
shares
|
$801,877
0.23% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,351
shares
|
$797,521
0.08% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
11,326
shares
|
$795,764
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,266
shares
|
$791,549
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,254
shares
|
$790,706
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,249
shares
|
$790,354
0.09% of portfolio
|
Q3 2024
Reduced 2.6%
|