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 841 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
6,522
shares
|
$478,193
0.18% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
6,487
shares
|
$475,626
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,476
shares
|
$474,820
0.21% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
6,451
shares
|
$472,987
0.4% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
6,440
shares
|
$472,180
0.09% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,373
shares
|
$467,268
0.04% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,343
shares
|
$465,068
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,296
shares
|
$461,622
0.23% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
6,249
shares
|
$458,176
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,228
shares
|
$456,636
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
6,216
shares
|
$455,757
0.19% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
6,215
shares
|
$455,683
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,199
shares
|
$454,510
0.11% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,161
shares
|
$451,724
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
6,156
shares
|
$451,357
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,108
shares
|
$447,838
0.0% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,085
shares
|
$446,152
0.05% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,061
shares
|
$444,392
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
6,024
shares
|
$441,679
0.22% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
6,013
shares
|
$440,873
0.09% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
5,958
shares
|
$436,840
0.05% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,958
shares
|
$436,840
0.13% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,950
shares
|
$436,253
0.05% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
5,941
shares
|
$435,594
0.23% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
5,920
shares
|
$434,054
0.07% of portfolio
|
Q4 2023
New holding
|