Invesco S&P 500 GARP ETF
SPGP
323 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 137 reducing their positions, and 42 closing their positions.
70% more call options, than puts
Call options by funds: $356K | Put options by funds: $209K
4.89% less ownership
Funds ownership: 68.89% → 64% (-4.9%)
5% less funds holding
Funds holding: 340 → 323 (-17)
17% less capital invested
Capital invested by funds: $3.29B → $2.74B (-$554M)
25% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 137
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$9.7M |
| 2 |
GS
GTS Securities
New York
|
+$6.35M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.16M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.52M |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$179M |
| 2 |
Morgan Stanley
New York
|
-$57.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$43.8M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$33M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$28.7M |
SPGP Hedge Fund Activity: Q3 2024 in Review
323 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q3 2024, worth a combined $2.74B — down 17% from $3.29B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SPGP and 28 opened new positions — a net loss of 14 holders — while 137 trimmed existing stakes and 103 added.
The largest buyer was GeoWealth Management, adding an estimated $9.7M. The largest seller was Envestnet Asset Management, cutting an estimated $179M.
- 323 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q3 2024, down from 340 in Q2 2024.
- Funds reported $2.74B of Invesco S&P 500 GARP ETF stock for Q3 2024, down 17% quarter-over-quarter.
- 28 funds opened new Invesco S&P 500 GARP ETF positions in Q3 2024 and 42 closed out, a net change of -14 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q3 2024 was GeoWealth Management, an estimated $9.7M added.
- The largest Invesco S&P 500 GARP ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2024.