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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,020
shares
|
$71,665
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,008
shares
|
$70,822
0.01% of portfolio
|
Q3 2023
Added 98.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,000
shares
|
$70,260
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
996
shares
|
$69,978
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
988
shares
|
$69,416
0.0% of portfolio
|
Q2 2023
Added 349.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
980
shares
|
$68,854
0.01% of portfolio
|
Q3 2021
Reduced 33.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
959
shares
|
$67,379
0.0% of portfolio
|
Q3 2023
Reduced 18.45%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
955
shares
|
$67,098
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
893
shares
|
$62,742
0.03% of portfolio
|
Q3 2024
Added 81.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
883
shares
|
$62,039
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
850
shares
|
$59,721
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
850
shares
|
$59,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
844
shares
|
$59,299
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
813
shares
|
$57,121
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
740
shares
|
$51,992
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
739
shares
|
$51,922
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
736
shares
|
$51,711
0.01% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
724
shares
|
$50,868
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
713
shares
|
$50,095
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
700
shares
|
$49,182
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
675
shares
|
$47,425
0.01% of portfolio
|
Q3 2024
Reduced 65.12%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
649
shares
|
$45,598
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
629
shares
|
$44,193
0.02% of portfolio
|
Q3 2024
Reduced 23.39%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
625
shares
|
$43,912
0.01% of portfolio
|
Q1 2024
Reduced 80.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
610
shares
|
$42,858
0.01% of portfolio
|
Q2 2021
Reduced 71.63%
|