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 $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
8,307
shares
|
$584,978
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
8,191
shares
|
$576,810
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$568,923
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
8,000
shares
|
$563,360
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,995
shares
|
$563,007
0.09% of portfolio
|
Q4 2022
Added 2.57%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,979
shares
|
$561,881
0.04% of portfolio
|
Q3 2023
Reduced 4.33%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
7,968
shares
|
$561,106
0.07% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
7,944
shares
|
$559,416
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,944
shares
|
$559,416
0.01% of portfolio
|
Q2 2023
Added 1.77%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
7,919
shares
|
$557,655
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$557,585
0.13% of portfolio
|
Q3 2024
Added 68.47%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
7,901
shares
|
$556,388
0.45% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,875
shares
|
$554,557
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
7,841
shares
|
$552,163
0.45% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,807
shares
|
$549,768
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,807
shares
|
$549,768
0.04% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,784
shares
|
$548,149
0.02% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,765
shares
|
$546,811
0.01% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,755
shares
|
$546,107
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,704
shares
|
$542,515
0.04% of portfolio
|
Q3 2024
Added 138.07%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
7,699
shares
|
$542,163
0.38% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,549
shares
|
$531,600
0.05% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
7,484
shares
|
$527,023
0.01% of portfolio
|
Q3 2024
Reduced 34.38%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,392
shares
|
$520,544
0.2% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,350
shares
|
$517,587
0.04% of portfolio
|
Q3 2024
New holding
|