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 812 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.87 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
|
$15.3 Million
0.63% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
194,726
shares
|
$14.3 Million
3.9% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
192,087
shares
|
$14.1 Million
0.09% of portfolio
|
Q4 2024
Added 51.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
190,932
shares
|
$14 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
173,438
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
170,781
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
166,967
shares
|
$12.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
165,908
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
164,235
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
162,359
shares
|
$11.9 Million
0.05% of portfolio
|
Q4 2024
Added 27.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
155,319
shares
|
$11.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
152,520
shares
|
$11.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
152,156
shares
|
$11.2 Million
2.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
145,587
shares
|
$10.7 Million
2.09% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
143,621
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
143,219
shares
|
$10.5 Million
0.54% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
141,112
shares
|
$10.4 Million
0.35% of portfolio
|
Q2 2020
Reduced 1.75%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
137,014
shares
|
$10.1 Million
1.03% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
136,145
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 335.43%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
135,354
shares
|
$9.96 Million
4.79% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
130,624
shares
|
$9.61 Million
0.07% of portfolio
|
Q4 2024
Added 870.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
129,258
shares
|
$9.51 Million
0.0% of portfolio
|
Q4 2024
Added 40.5%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
122,339
shares
|
$9 Million
6.25% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
118,118
shares
|
$8.69 Million
3.68% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
115,937
shares
|
$8.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|