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 841 institutions that hold shares in the stock, with a total of 258 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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
207,395
shares
|
$15.2 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
206,134
shares
|
$15.1 Million
0.1% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
197,712
shares
|
$14.5 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
196,390
shares
|
$14.4 Million
4.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
188,388
shares
|
$13.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
185,271
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
171,743
shares
|
$12.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
169,463
shares
|
$12.4 Million
2.5% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
165,886
shares
|
$12.2 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
162,266
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
160,466
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2025
Added 38.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
159,316
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
156,500
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
153,612
shares
|
$11.3 Million
0.23% of portfolio
|
Q1 2025
Added 372.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
151,587
shares
|
$11.1 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
150,941
shares
|
$11.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
146,339
shares
|
$10.7 Million
0.63% of portfolio
|
Q1 2025
Added 192.31%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
145,551
shares
|
$10.7 Million
1.19% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
144,202
shares
|
$10.6 Million
0.38% of portfolio
|
Q1 2025
Added 3299.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
143,357
shares
|
$10.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$10.3 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
140,000
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
137,508
shares
|
$10.1 Million
8.42% of portfolio
|
Q1 2025
Added 105.76%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
135,833
shares
|
$9.96 Million
6.86% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
135,431
shares
|
$9.93 Million
4.76% of portfolio
|
Q2 2025
Added 0.24%
|