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 849 institutions that hold shares in the stock, with a total of 259 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
3,639
shares
|
$267,721
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
3,612
shares
|
$265,734
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,575
shares
|
$263,012
0.05% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,572
shares
|
$262,792
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,553
shares
|
$261,394
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
3,542
shares
|
$260,584
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
3,539
shares
|
$260,364
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,534
shares
|
$259,996
0.01% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,519
shares
|
$258,892
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,504
shares
|
$257,789
0.01% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,500
shares
|
$257,494
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
3,500
shares
|
$257,494
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,500
shares
|
$257,494
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
3,500
shares
|
$257,494
0.17% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,482
shares
|
$256,170
0.06% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3,478
shares
|
$255,876
0.11% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
3,470
shares
|
$255,287
0.09% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,454
shares
|
$254,110
0.0% of portfolio
|
Q2 2023
Added 0.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,454
shares
|
$254,110
0.02% of portfolio
|
Q1 2017
Reduced 91.31%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,446
shares
|
$253,522
0.0% of portfolio
|
Q2 2025
Reduced 97.76%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,440
shares
|
$253,080
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,417
shares
|
$251,388
0.02% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,407
shares
|
$250,652
0.2% of portfolio
|
Q2 2025
New holding
|