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Invesco S&P 500 GARP ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-21
Holders Change %
-6.25%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
24
Increased
99
Reduced
146
Closed
35
Calls
$629K
Puts
$170K
Net Calls
+$459K
Net Calls Change
+$239K

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
3
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.36M
5
GWM
5
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
3
LPL Financial
California
$255M
4
Morgan Stanley
4
Morgan Stanley
New York
$334M
5
SVCP
5
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Concurrent Investment Advisors
Florida
$279K -$166K -1,666 -37%
CFO
227
CVA Family Office
Colorado
$276K +$220K +2,204 +395%
GC
228
Grimes & Company
Massachusetts
$276K -$10.7K -107 -4%
PAS
229
PKS Advisory Services
New York
$275K -$295K -2,958 -52%
NF
230
Nvest Financial
New Hampshire
$275K +$28.2K +282 +11%
CB
231
Commerce Bank
Missouri
$273K – – –
IBOK
232
Independence Bank of Kentucky
Kentucky
$270K – – –
MFG
233
Merit Financial Group
Georgia
$263K -$1.17M -11,694 -82%
GF
234
Gries Financial
Ohio
$253K +$253K +2,537 New
WBC
235
West Branch Capital
Massachusetts
$250K – – –
WWM
236
Wagner Wealth Management
South Carolina
$246K +$499 +5 +0.2%
CCA
237
Clearwater Capital Advisors
Illinois
$246K – – –
BWM
238
BankPlus Wealth Management
Mississippi
$246K -$2.35M -23,545 -91%
IWC
239
Integrated Wealth Concepts
Massachusetts
$238K -$3.13M -31,310 -93%
PCS
240
Private Client Services
Kentucky
$235K +$1.1K +11 +0.5%
SWMG
241
Sard Wealth Management Group
Georgia
$234K – – –
CPL
242
CAP Partners LLC
Tennessee
$231K -$246K -2,462 -52%
Barclays
243
Barclays
United Kingdom
$229K +$79.5K +797 +53%
CB
244
Cadence Bank
Mississippi
$228K – – –
LFAS
245
Level Four Advisory Services
Texas
$226K -$82.4K -825 -27%
ONSWM
246
Old North State Wealth Management
North Carolina
$224K -$19.6K -196 -8%
EWA
247
EP Wealth Advisors
California
$221K +$24.9K +249 +13%
DA
248
Detalus Advisors
Missouri
$216K +$200 +2 +0.1%
RWM
249
Riverchase Wealth Management
Texas
$212K – – –
FT
250
Fiduciary Trust
Massachusetts
$210K -$17.4K -174 -8%
8 9
10
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