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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
10,872
shares
|
$800,722
0.22% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
10,836
shares
|
$798,071
0.42% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
10,717
shares
|
$789,307
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
10,679
shares
|
$786,508
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
10,558
shares
|
$777,596
0.25% of portfolio
|
Q1 2025
Reduced 55.24%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
10,453
shares
|
$769,863
0.33% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
10,374
shares
|
$764,045
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,348
shares
|
$762,130
0.07% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,265
shares
|
$756,017
0.02% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,252
shares
|
$755,059
0.03% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
10,245
shares
|
$754,544
0.02% of portfolio
|
Q4 2024
Added 511.64%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
10,187
shares
|
$750,272
0.01% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
10,122
shares
|
$745,485
0.01% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,120
shares
|
$745,338
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,120
shares
|
$745,338
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
10,087
shares
|
$742,907
0.26% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
10,030
shares
|
$738,709
0.34% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$736,500
0.03% of portfolio
|
Q2 2023
Reduced 48.53%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,956
shares
|
$733,259
0.27% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
9,827
shares
|
$723,758
0.31% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,798
shares
|
$721,622
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
9,756
shares
|
$718,529
0.41% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
9,730
shares
|
$716,614
0.06% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
9,705
shares
|
$714,773
0.3% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
9,402
shares
|
$692,457
0.34% of portfolio
|
Q1 2025
Reduced 7.13%
|