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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,144
shares
|
$231,304
0.05% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,132
shares
|
$230,421
0.05% of portfolio
|
Q1 2024
Reduced 47.44%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,125
shares
|
$229,906
0.07% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
3,106
shares
|
$228,508
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,076
shares
|
$226,301
0.01% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
3,068
shares
|
$225,712
0.06% of portfolio
|
Q2 2025
Reduced 37.67%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,065
shares
|
$225,492
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,048
shares
|
$224,241
0.01% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
3,026
shares
|
$222,622
0.07% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,018
shares
|
$222,034
0.0% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,000
shares
|
$220,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$220,709
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
2,999
shares
|
$220,636
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,982
shares
|
$219,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,913
shares
|
$214,309
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
2,890
shares
|
$212,617
0.08% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,882
shares
|
$212,028
0.0% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,873
shares
|
$211,366
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,870
shares
|
$211,145
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,868
shares
|
$210,998
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,863
shares
|
$210,630
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,830
shares
|
$208,203
0.05% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,810
shares
|
$206,731
0.01% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,775
shares
|
$204,156
0.11% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,768
shares
|
$203,641
0.09% of portfolio
|
Q1 2025
New holding
|