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 842 institutions that hold shares in the stock, with a total of 64.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
85,461
shares
|
$6.15 Million
0.15% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
85,019
shares
|
$6.12 Million
0.47% of portfolio
|
Q3 2025
Added 100.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
84,709
shares
|
$6.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
84,682
shares
|
$6.1 Million
9.06% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
84,450
shares
|
$6.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
83,270
shares
|
$6 Million
3.56% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
81,169
shares
|
$5.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
80,694
shares
|
$5.81 Million
0.05% of portfolio
|
Q4 2025
Added 611.4%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
79,645
shares
|
$5.74 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,817
shares
|
$5.6 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,404
shares
|
$5.57 Million
0.11% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
76,354
shares
|
$5.5 Million
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,880
shares
|
$5.25 Million
0.03% of portfolio
|
Q2 2024
Added 4395.99%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
72,480
shares
|
$5.22 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
71,245
shares
|
$5.13 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
70,640
shares
|
$5.09 Million
0.09% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
68,559
shares
|
$4.94 Million
0.34% of portfolio
|
Q3 2023
Added 1.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
67,207
shares
|
$4.84 Million
0.15% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
66,691
shares
|
$4.8 Million
0.35% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
66,540
shares
|
$4.79 Million
5.19% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
65,026
shares
|
$4.68 Million
2.93% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
64,299
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
64,233
shares
|
$4.63 Million
0.39% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
62,670
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2022
Reduced 59.12%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
62,557
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|