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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33,181
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2024
Added 130.46%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
33,021
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
33,019
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
32,982
shares
|
$2.43 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
32,764
shares
|
$2.41 Million
0.29% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
32,539
shares
|
$2.39 Million
0.64% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,477
shares
|
$2.39 Million
0.05% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
32,392
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
31,873
shares
|
$2.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,809
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
30,769
shares
|
$2.26 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
30,454
shares
|
$2.24 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
30,400
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
30,340
shares
|
$2.23 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
30,285
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
30,274
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
30,168
shares
|
$2.22 Million
1.07% of portfolio
|
Q2 2023
Reduced 4.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
29,952
shares
|
$2.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
29,471
shares
|
$2.17 Million
0.19% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
28,556
shares
|
$2.1 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
28,295
shares
|
$2.08 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
28,262
shares
|
$2.08 Million
0.94% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
27,791
shares
|
$2.04 Million
0.75% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
27,388
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2024
Added 0.34%
|