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 |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
3,387
shares
|
$249,181
0.1% of portfolio
|
Q2 2025
Reduced 36.38%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,384
shares
|
$248,960
0.12% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,370
shares
|
$247,930
0.02% of portfolio
|
Q4 2023
Reduced 8.17%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,367
shares
|
$247,710
0.09% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
3,364
shares
|
$247,489
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,338
shares
|
$245,576
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,323
shares
|
$244,473
0.03% of portfolio
|
Q4 2023
Reduced 13.42%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
3,313
shares
|
$243,737
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,281
shares
|
$241,383
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,264
shares
|
$240,132
0.03% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,253
shares
|
$239,323
0.16% of portfolio
|
Q1 2024
Reduced 21.67%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
3,210
shares
|
$236,159
0.14% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
3,210
shares
|
$236,159
0.19% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
3,202
shares
|
$235,571
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,197
shares
|
$235,203
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
3,194
shares
|
$234,982
0.19% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,173
shares
|
$233,437
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,173
shares
|
$233,437
0.04% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,169
shares
|
$233,143
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,165
shares
|
$232,849
0.16% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,159
shares
|
$232,407
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,155
shares
|
$232,113
0.03% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,154
shares
|
$232,039
0.13% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,154
shares
|
$232,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,148
shares
|
$231,598
0.18% of portfolio
|
Q2 2025
Reduced 10.72%
|