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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,299
shares
|
$905,821
0.07% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,200
shares
|
$898,530
0.17% of portfolio
|
Q3 2022
Reduced 3.33%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
12,192
shares
|
$897,940
0.31% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
12,102
shares
|
$891,312
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
12,012
shares
|
$884,683
0.01% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
11,958
shares
|
$880,706
1.02% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,897
shares
|
$876,214
0.08% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
11,678
shares
|
$860,084
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
11,628
shares
|
$856,402
0.22% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
11,606
shares
|
$854,781
0.01% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
11,445
shares
|
$842,924
0.02% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
11,433
shares
|
$842,040
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
11,405
shares
|
$839,978
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,351
shares
|
$836,001
0.09% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
11,349
shares
|
$835,853
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
11,284
shares
|
$831,066
0.52% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,283
shares
|
$830,992
0.04% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,254
shares
|
$828,857
0.0% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
11,220
shares
|
$826,353
0.34% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
11,200
shares
|
$824,880
0.14% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,188
shares
|
$823,996
0.01% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11,169
shares
|
$822,596
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,123
shares
|
$819,208
0.02% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
11,007
shares
|
$810,665
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,946
shares
|
$806,172
0.01% of portfolio
|
Q3 2023
Added 0.85%
|