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 $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,222
shares
|
$777,796
0.11% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11,169
shares
|
$774,123
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$758,667
0.01% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
10,859
shares
|
$752,637
0.08% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
10,672
shares
|
$739,676
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
10,572
shares
|
$732,745
0.3% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,557
shares
|
$731,705
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
10,453
shares
|
$724,497
0.33% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,450
shares
|
$724,289
0.02% of portfolio
|
Q3 2024
Added 54.13%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
10,450
shares
|
$724,289
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
10,399
shares
|
$720,754
0.32% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
10,320
shares
|
$715,279
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,166
shares
|
$704,605
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,120
shares
|
$701,417
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,106
shares
|
$700,446
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
10,069
shares
|
$697,882
0.26% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
10,044
shares
|
$696,149
0.02% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$693,100
0.03% of portfolio
|
Q2 2023
Reduced 48.53%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
9,986
shares
|
$692,129
0.31% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
9,957
shares
|
$690,119
0.28% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
9,879
shares
|
$684,713
0.05% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
9,850
shares
|
$682,703
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,807
shares
|
$679,723
0.01% of portfolio
|
Q3 2024
Reduced 67.36%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
9,802
shares
|
$679,376
0.39% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,798
shares
|
$679,099
0.05% of portfolio
|
Q3 2024
Added 0.07%
|