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 $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,963
shares
|
$348,700
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
4,948
shares
|
$347,646
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,948
shares
|
$347,646
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
4,936
shares
|
$346,803
0.05% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,930
shares
|
$346,381
0.01% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,920
shares
|
$345,679
0.08% of portfolio
|
Q1 2024
Added 9.97%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,900
shares
|
$344,274
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,899
shares
|
$344,203
0.01% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,889
shares
|
$343,501
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,876
shares
|
$342,587
0.15% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
4,861
shares
|
$341,533
0.36% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,826
shares
|
$339,074
0.02% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,811
shares
|
$338,020
0.05% of portfolio
|
Q2 2023
Added 39.81%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
4,798
shares
|
$337,107
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,774
shares
|
$335,421
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,769
shares
|
$335,069
0.13% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
4,734
shares
|
$332,610
0.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
4,706
shares
|
$330,643
0.13% of portfolio
|
Q1 2021
Reduced 29.45%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,700
shares
|
$330,222
0.18% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,668
shares
|
$327,973
0.08% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
4,668
shares
|
$327,973
0.05% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
4,639
shares
|
$325,936
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
4,628
shares
|
$325,163
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,605
shares
|
$323,547
0.16% of portfolio
|
Q3 2024
Reduced 53.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,605
shares
|
$323,547
0.01% of portfolio
|
Q2 2024
Reduced 8.69%
|