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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
133,671
shares
|
$9.8 Million
0.08% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
131,721
shares
|
$9.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
130,484
shares
|
$9.57 Million
0.01% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
126,623
shares
|
$9.28 Million
2.69% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
117,031
shares
|
$8.58 Million
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
114,955
shares
|
$8.43 Million
0.93% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
113,727
shares
|
$8.34 Million
0.08% of portfolio
|
Q1 2025
Added 251.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
112,391
shares
|
$8.24 Million
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
112,375
shares
|
$8.24 Million
5.14% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
111,221
shares
|
$8.15 Million
1.71% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
107,270
shares
|
$7.87 Million
0.1% of portfolio
|
Q1 2025
Added 335.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
106,081
shares
|
$7.78 Million
2.88% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
101,100
shares
|
$7.41 Million
5.04% of portfolio
|
Q1 2025
Added 899.7%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
99,909
shares
|
$7.33 Million
0.69% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
97,873
shares
|
$7.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
96,190
shares
|
$7.05 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
96,009
shares
|
$7.04 Million
1.69% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
95,437
shares
|
$7 Million
3.93% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
95,378
shares
|
$6.99 Million
0.52% of portfolio
|
Q2 2022
Reduced 7.86%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
93,468
shares
|
$6.85 Million
4.58% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
90,951
shares
|
$6.67 Million
0.02% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
89,756
shares
|
$6.58 Million
3.77% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
89,396
shares
|
$6.55 Million
2.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
85,255
shares
|
$6.25 Million
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
84,682
shares
|
$6.21 Million
9.06% of portfolio
|
Q3 2022
New holding
|