Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.72M+ 11765.36% |
$119M - $129M
|
1.73M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
980KNew |
$68.2M - $73.4M
|
980K
$70.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
556K+ 168.89% |
$38.7M - $41.6M
|
885K
$63.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
332K+ 97.46% |
$23.1M - $24.9M
|
673K
$48.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
220KNew |
$15.3M - $16.5M
|
220K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
166KNew |
$11.5M - $12.4M
|
166K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
73.1K+ 1.63% |
$5.09M - $5.47M
|
4.57M
$328M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
58.2K+ 251.16% |
$4.05M - $4.35M
|
81.3K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34.6K+ 27.12% |
$2.41M - $2.59M
|
162K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.2K+ 50.84% |
$2.38M - $2.56M
|
101K
$7.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33KNew |
$2.3M - $2.47M
|
33K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
22.1K+ 56.7% |
$1.54M - $1.66M
|
61.2K
$4.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.8K+ 130.46% |
$1.31M - $1.41M
|
33.2K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.6KNew |
$1.29M - $1.39M
|
18.6K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 44.54% |
$1.04M - $1.12M
|
48.4K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
13.9KNew |
$970K - $1.04M
|
13.9K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
13.5KNew |
$936K - $1.01M
|
13.5K
$967K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2KNew |
$778K - $837K
|
11.2K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.9K+ 8.67% |
$761K - $819K
|
137K
$9.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.4KNew |
$726K - $781K
|
10.4K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.4KNew |
$723K - $778K
|
10.4K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.22K+ 11113.25% |
$642K - $691K
|
9.31K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.57K+ 511.64% |
$596K - $642K
|
10.2K
$736K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.12KNew |
$565K - $608K
|
8.12K
$583K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 2.48% |
$564K - $607K
|
335K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8K+ 1.96% |
$557K - $599K
|
416K
$29.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.75KNew |
$539K - $580K
|
7.75K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.17K+ 93.12% |
$499K - $537K
|
14.9K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.12K+ 55.0% |
$496K - $533K
|
20.1K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.82K+ 801.88% |
$474K - $510K
|
7.67K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.63KNew |
$462K - $497K
|
6.63K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.4KNew |
$445K - $479K
|
6.4K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.39K+ 7.75% |
$444K - $478K
|
88.8K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.27KNew |
$436K - $470K
|
6.27K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.77K+ 10.19% |
$401K - $432K
|
62.3K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.41KNew |
$377K - $405K
|
5.41K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.27K+ 27.89% |
$367K - $395K
|
24.2K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 18.82% |
$358K - $385K
|
32.5K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.11K+ 2.32% |
$355K - $382K
|
225K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.84K+ 221.24% |
$337K - $363K
|
7.03K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.66KNew |
$324K - $349K
|
4.66K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.63K+ 8.3% |
$322K - $347K
|
60.4K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$310K - $334K
|
4.46K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.38KNew |
$305K - $328K
|
4.38K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.1K+ 36.36% |
$285K - $307K
|
15.4K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 1.11% |
$282K - $303K
|
369K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.04K+ 10.71% |
$281K - $302K
|
41.7K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.81KNew |
$265K - $285K
|
3.81K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.77K+ 7.48% |
$262K - $282K
|
54.2K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.77K+ 6.57% |
$262K - $282K
|
61.1K
$4.39M
|