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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$421K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trilogy Capital
California
$253K
ACM
227
Andina Capital Management
Utah
$252K
TC
228
TAGStone Capital
North Carolina
$248K
WBG
229
Wharton Business Group
Pennsylvania
$247K
OIA
230
OneDigital Investment Advisors
Kansas
$239K
BWM
231
BankPlus Wealth Management
Mississippi
$238K
SS
232
Sunbelt Securities
Texas
$236K
UWP
233
Uniting Wealth Partners
Kansas
$236K
WBC
234
West Branch Capital
Massachusetts
$234K
FT
235
Fiduciary Trust
Massachusetts
$230K
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$229K
WWMSC
237
Wagner Wealth Management (South Carolina)
South Carolina
$229K
DWM
238
Drive Wealth Management
Utah
$225K
DA
239
Detalus Advisors
Missouri
$224K
GIA
240
Gladstone Institutional Advisory
Florida
$220K
LFAS
241
Level Four Advisory Services
Texas
$219K
TSS
242
Two Sigma Securities
New York
$216K
NF
243
Nvest Financial
New Hampshire
$213K
SKK
244
Shepherd Kaplan Krochuk
Massachusetts
$205K
WS
245
Wedbush Securities
California
$202K
AFP
246
Ausdal Financial Partners
Iowa
$201K
PGAM
247
Princeton Global Asset Management
New Jersey
$185K
VWWMG
248
Vermillion & White Wealth Management Group
Pennsylvania
$174K
SA
249
Scarborough Advisors
Maryland
$159K
RIL
250
Rothschild Investment LLC
Illinois
$159K