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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
79,124
shares
|
$5.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
78,453
shares
|
$5.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,817
shares
|
$5.71 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
76,595
shares
|
$5.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
76,354
shares
|
$5.6 Million
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
75,710
shares
|
$5.55 Million
1.36% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
73,800
shares
|
$5.41 Million
1.64% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,880
shares
|
$5.34 Million
0.03% of portfolio
|
Q2 2024
Added 4395.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
71,959
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
70,000
shares
|
$5.13 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
69,392
shares
|
$5.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
69,235
shares
|
$5.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
69,136
shares
|
$5.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
69,065
shares
|
$5.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
68,613
shares
|
$5.03 Million
0.12% of portfolio
|
Q1 2025
Added 246.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
68,559
shares
|
$5.03 Million
0.34% of portfolio
|
Q3 2023
Added 1.48%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
67,969
shares
|
$4.98 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
67,462
shares
|
$4.95 Million
0.7% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
67,006
shares
|
$4.91 Million
0.1% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
66,463
shares
|
$4.87 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
66,273
shares
|
$4.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
65,765
shares
|
$4.82 Million
0.37% of portfolio
|
Q2 2025
Added 167.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
64,624
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
64,300
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2025
Added 149.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
63,229
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2025
Added 98.78%
|