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 861 institutions that hold shares in the stock, with a total of 257 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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
3,978
shares
|
$292,661
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,943
shares
|
$290,086
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
3,937
shares
|
$289,645
0.18% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,907
shares
|
$287,437
0.1% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
3,906
shares
|
$287,364
0.2% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,905
shares
|
$287,290
0.05% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,888
shares
|
$286,040
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
3,875
shares
|
$285,083
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
3,874
shares
|
$285,010
0.1% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,866
shares
|
$284,421
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,808
shares
|
$280,154
0.03% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
3,801
shares
|
$279,639
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,774
shares
|
$277,653
0.01% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,774
shares
|
$277,653
0.02% of portfolio
|
Q2 2022
Reduced 10.25%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,754
shares
|
$276,181
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,736
shares
|
$274,857
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,720
shares
|
$273,680
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
3,691
shares
|
$271,546
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
3,675
shares
|
$270,369
0.08% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
3,670
shares
|
$270,001
0.02% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
3,668
shares
|
$269,854
0.12% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,665
shares
|
$269,634
0.28% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
3,652
shares
|
$268,677
0.12% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
3,650
shares
|
$268,530
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,644
shares
|
$268,089
0.01% of portfolio
|
Q2 2025
Added 1.67%
|