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 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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
42,583
shares
|
$3.12 Million
0.18% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
42,570
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
41,707
shares
|
$3.06 Million
1.87% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
40,956
shares
|
$3 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
40,630
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.57%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
39,747
shares
|
$2.92 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
39,370
shares
|
$2.89 Million
0.8% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
37,438
shares
|
$2.75 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
37,368
shares
|
$2.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
37,344
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2023
Reduced 7.71%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
36,891
shares
|
$2.71 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
36,271
shares
|
$2.66 Million
2.58% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
34,887
shares
|
$2.56 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
34,677
shares
|
$2.54 Million
2.18% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
34,399
shares
|
$2.52 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
34,372
shares
|
$2.52 Million
0.07% of portfolio
|
Q1 2025
Added 252.75%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
34,276
shares
|
$2.51 Million
0.2% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33,181
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Added 130.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
33,151
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
33,025
shares
|
$2.42 Million
0.82% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
32,920
shares
|
$2.41 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
32,557
shares
|
$2.39 Million
0.64% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
32,258
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 103.97%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
32,175
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|