We are live on ! Find out more
SPGP icon

Invesco S&P 500 GARP ETF

298 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 GARP ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% less ownership

Funds ownership: 60.71%59% (-1.7%)

7% less funds holding

Funds holding: 322298 (-24)

15% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$227M)

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 128

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

Holders
298
Holders Change
-24
Holders Change %
-7.45%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
18
Increased
85
Reduced
128
Closed
36
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$199M -$25.8M -227,289 -11%
LPL Financial
2
LPL Financial
California
$129M -$10.8M -94,604 -7%
Raymond James Financial
3
Raymond James Financial
Florida
$78.5M -$8.94M -78,576 -10%
Bank of America
4
Bank of America
North Carolina
$76M -$5.2M -45,690 -6%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$44.3M -$3.19M -28,079 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$39.8M -$540K -4,744 -1%
HFS
7
Howard Financial Services
Texas
$36.7M +$607K +5,336 +2%
CDWM
8
Campbell Deegan Wealth Management
Virginia
$20.8M -$9.55K -84 -0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20.5M -$1.71M -15,010 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.3M +$263K +2,312 +1%
CBA
11
Coastal Bridge Advisors
Connecticut
$18.1M -$209K -1,840 -1%
UBS Group
12
UBS Group
Switzerland
$17.7M +$307K +2,697 +2%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$17.2M +$7.94M +69,805 +77%
Creative Planning
14
Creative Planning
Kansas
$16.3M -$1.03M -9,041 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.2M -$2.22M -19,540 -12%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$14.1M +$446K +3,926 +3%
CWM
17
Cedar Wealth Management
California
$13.2M -$479K -4,212 -3%
WMG
18
WESCAP Management Group
California
$12.9M -$185K -1,625 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$12.8M -$1.58M -13,875 -10%
DC
20
Darrow Company
Massachusetts
$12.2M +$656K +5,771 +5%
DOA
21
D'Orazio & Associates
Virginia
$12.2M -$1.59M -13,970 -11%
MWM
22
Modern Wealth Management
Kansas
$11.9M -$14.9M -130,751 -54%
LFA
23
Longview Financial Advisors
Alabama
$11.8M +$257K +2,262 +2%
Wells Fargo
24
Wells Fargo
California
$11.7M -$3.23M -28,417 -21%
SVCP
25
Silicon Valley Capital Partners
California
$11.7M -$1.1M -9,674 -8%