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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
959
shares
|
$70,553
0.0% of portfolio
|
Q3 2023
Reduced 18.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
950
shares
|
$69,891
0.0% of portfolio
|
Q2 2025
Added 313.04%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
899
shares
|
$66,139
0.06% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
850
shares
|
$62,534
0.03% of portfolio
|
Q2 2018
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
830
shares
|
$61,063
0.0% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
826
shares
|
$60,768
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
797
shares
|
$58,635
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
745
shares
|
$54,809
0.02% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
739
shares
|
$54,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
736
shares
|
$54,147
0.01% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
724
shares
|
$53,264
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
723
shares
|
$53,191
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
679
shares
|
$49,954
0.0% of portfolio
|
Q2 2025
Reduced 99.55%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
675
shares
|
$49,659
0.01% of portfolio
|
Q3 2024
Reduced 65.12%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
670
shares
|
$49,291
0.01% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
666
shares
|
$48,997
0.02% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
659
shares
|
$48,482
0.03% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
649
shares
|
$47,746
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
649
shares
|
$47,746
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
637
shares
|
$46,864
0.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
625
shares
|
$45,981
0.01% of portfolio
|
Q1 2024
Reduced 80.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
610
shares
|
$44,877
0.01% of portfolio
|
Q2 2021
Reduced 71.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
600
shares
|
$44,141
0.03% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
596
shares
|
$43,847
0.02% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
568
shares
|
$41,787
0.0% of portfolio
|
Q2 2023
Reduced 19.09%
|