We are live on ! Find out more
SPGP icon

Invesco S&P 500 GARP ETF

312 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 25 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 317312 (-5)

2.77% less ownership

Funds ownership: 64.44%61.67% (-2.8%)

15% less capital invested

Capital invested by funds: $2.05B → $1.75B (-$305M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
312
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
25
Increased
74
Reduced
171
Closed
27
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
CPL
226
CAP Partners LLC
Tennessee
$261K +$11.6K +116 +5%
CCA
227
Clearwater Capital Advisors
Illinois
$258K -$7.28K -73 -3%
CFO
228
CVA Family Office
Colorado
$257K -$37.1K -372 -13%
KWM
229
Kingsview Wealth Management
Oregon
$255K -$269K -2,699 -53%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$253K +$78.2K +784 +50%
SWMG
231
Sard Wealth Management Group
Georgia
$253K
Barclays
232
Barclays
United Kingdom
$247K
CB
233
Cadence Bank
Mississippi
$246K
ONSWM
234
Old North State Wealth Management
North Carolina
$243K +$798 +8 +0.4%
FW
235
Fairway Wealth
Ohio
$243K +$104K +1,047 +86%
BWM
236
BankPlus Wealth Management
Mississippi
$233K -$29.3K -294 -12%
4WM
237
49 Wealth Management
Texas
$233K -$421K -4,218 -66%
GF
238
Gries Financial
Ohio
$231K -$39.5K -396 -16%
GVAG
239
Great Valley Advisor Group
Delaware
$231K -$91.8K -921 -30%
BlackRock
240
BlackRock
New York
$229K +$199K +1,995 +1,478%
FT
241
Fiduciary Trust
Massachusetts
$227K
OIA
242
OneDigital Investment Advisors
Kansas
$226K +$210K +2,101 New
DWM
243
Darwin Wealth Management
Florida
$225K +$11.5K +115 +6%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$222K
LFAS
245
Level Four Advisory Services
Texas
$221K -$20.1K -202 -9%
WWMSC
246
Wagner Wealth Management (South Carolina)
South Carolina
$216K -$46K -461 -19%
OIM
247
Oder Investment Management
California
$212K -$9.37K -94 -5%
EWA
248
EP Wealth Advisors
California
$211K -$24.8K -249 -11%
DA
249
Detalus Advisors
Missouri
$211K -$19.8K -199 -9%
VAS
250
Vestmark Advisory Solutions
Massachusetts
$208K +$193K +1,935 New

SPGP Hedge Fund Activity: Q2 2025 in Review

312 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2025, worth a combined $1.75B — down 15% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPGP and 25 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 74 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $91.5M.

  • 312 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2025, down from 317 in Q1 2025.
  • Funds reported $1.75B of Invesco S&P 500 GARP ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2025 and 27 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.01M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q2 2025 was Morgan Stanley, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.