SPGP icon

Invesco S&P 500 GARP ETF

309 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 169 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

56% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 169

Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$711K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$261M
LPL Financial
2
LPL Financial
California
$241M
Raymond James Financial
3
Raymond James Financial
Florida
$122M
Bank of America
4
Bank of America
North Carolina
$111M
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$63.6M
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$58.7M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$38.7M
HFS
8
Howard Financial Services
Texas
$37.3M
Wells Fargo
9
Wells Fargo
California
$28.8M
UBS Group
10
UBS Group
Switzerland
$25.6M
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$23.2M
Osaic Holdings
12
Osaic Holdings
Arizona
$22.9M
DOA
13
D'Orazio & Associates
Virginia
$21.5M
Creative Planning
14
Creative Planning
Kansas
$20.1M
CDWM
15
Campbell Deegan Wealth Management
Virginia
$20M
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$19.6M
GRP
17
Global Retirement Partners
California
$19.6M
CBA
18
Coastal Bridge Advisors
Connecticut
$18.2M
SVCP
19
Silicon Valley Capital Partners
California
$17.5M
PIA
20
Perennial Investment Advisors
California
$15.4M
CWM
21
Cedar Wealth Management
California
$15.3M
SMM
22
Stadion Money Management
Georgia
$15.1M
LFA
23
Longview Financial Advisors
Alabama
$14.5M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13M