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Invesco S&P 500 GARP ETF
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Overview Fund Activity

304 hedge funds and large institutions have $1.73B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 167 reducing their positions, and 27 closing their positions.

Holders
304
Holders Change
-11
Holders Change %
-3.49%
% of All Funds
4.08%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
22
Increased
74
Reduced
167
Closed
27
Calls
$711K
Puts
–
Net Calls
+$711K
Net Calls Change
+$252K

Top Buyers

1
GRP
1
Global Retirement Partners
California
$19.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.49M
3
Cerity Partners
3
Cerity Partners
New York
$4.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.08M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$58.7M
3
Wells Fargo
3
Wells Fargo
California
$28.8M
4
Raymond James Financial
4
Raymond James Financial
Florida
$122M
5
LPL Financial
5
LPL Financial
California
$241M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$261M 2,422,980 -917,545 -27%
LPL Financial
2
LPL Financial
California
$241M 2,241,807 -315,307 -12%
Raymond James Financial
3
Raymond James Financial
Florida
$122M 1,129,577 -320,379 -22%
Bank of America
4
Bank of America
North Carolina
$111M 1,026,478 -143,406 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$63.6M 590,258 -2,779 -0.5%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$58.7M 545,151 -463,540 -46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$38.7M 359,303 -11,834 -3%
HFS
8
Howard Financial Services
Texas
$37.3M 346,178 -8,211 -2%
Wells Fargo
9
Wells Fargo
California
$28.8M 267,048 -320,827 -55%
UBS Group
10
UBS Group
Switzerland
$25.6M 238,144 -153,497 -39%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$23.2M 215,392 -78,299 -27%
Osaic Holdings
12
Osaic Holdings
Arizona
$22.9M 218,182 +16,240 +8%
DOA
13
D'Orazio & Associates
Virginia
$21.5M 199,700 -47,118 -19%
Creative Planning
14
Creative Planning
Kansas
$20.1M 186,454 -14,276 -7%
CDWM
15
Campbell Deegan Wealth Management
Virginia
$20M 185,634 +10,237 +6%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$19.6M 182,430 +14,251 +8%
GRP
17
Global Retirement Partners
California
$19.6M 181,620 +181,620 New
CBA
18
Coastal Bridge Advisors
Connecticut
$18.2M 169,103 +3,792 +2%
PIA
19
Perennial Investment Advisors
California
$15.4M 143,220 -87,038 -38%
CWM
20
Cedar Wealth Management
California
$15.3M 142,405 -1,623 -1%
SMM
21
Stadion Money Management
Georgia
$15.1M 140,039 -1,100 -0.8%
LFA
22
Longview Financial Advisors
Alabama
$14.5M 134,405 +437 +0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.8M 128,218 -40,201 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13M 121,134 -174,155 -59%
GC
25
Grange Capital
Oregon
$12.9M 119,837 -46,890 -28%
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