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 769 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,982
shares
|
$1.97 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
27,828
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
27,683
shares
|
$1.95 Million
1.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
27,547
shares
|
$1.94 Million
0.75% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
27,541
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2024
Reduced 65.25%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,333
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27,296
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
26,922
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
26,675
shares
|
$1.87 Million
0.93% of portfolio
|
Q1 2023
Reduced 7.08%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
26,464
shares
|
$1.86 Million
0.87% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
26,410
shares
|
$1.86 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
26,324
shares
|
$1.85 Million
0.94% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,244
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2024
Added 143.5%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
26,198
shares
|
$1.84 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
25,929
shares
|
$1.82 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,541
shares
|
$1.79 Million
0.12% of portfolio
|
Q4 2023
Reduced 1.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,053
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,732
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
24,350
shares
|
$1.71 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
24,281
shares
|
$1.71 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
24,110
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
23,690
shares
|
$1.66 Million
0.25% of portfolio
|
Q3 2024
Added 6462.33%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,647
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,420
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
23,377
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.01%
|