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Invesco S&P 500 GARP ETF

300 hedge funds and large institutions have $1.62B invested in Invesco S&P 500 GARP ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

45% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 141

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$250K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$250M
LPL Financial
2
LPL Financial
California
$183M
Raymond James Financial
3
Raymond James Financial
Florida
$127M
Bank of America
4
Bank of America
North Carolina
$108M
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$54.2M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$42.6M
HFS
7
Howard Financial Services
Texas
$39.2M
MWM
8
Modern Wealth Management
Kansas
$27.7M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.3M
Osaic Holdings
10
Osaic Holdings
Arizona
$22.1M
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$21.4M
CDWM
12
Campbell Deegan Wealth Management
Virginia
$21.3M
Creative Planning
13
Creative Planning
Kansas
$20M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.7M
UBS Group
15
UBS Group
Switzerland
$19.3M
CBA
16
Coastal Bridge Advisors
Connecticut
$19.2M
Wells Fargo
17
Wells Fargo
California
$18M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$17.2M
GRP
19
Global Retirement Partners
California
$17.2M
DOA
20
D'Orazio & Associates
Virginia
$16.2M
CWM
21
Cedar Wealth Management
California
$15.5M
SMM
22
Stadion Money Management
Georgia
$15.2M
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$14.8M
SVCP
24
Silicon Valley Capital Partners
California
$14.6M
Jones Financial Companies
25
Jones Financial Companies
Missouri
$14.2M