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Invesco S&P 500 GARP ETF

310 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 24 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

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
310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$711K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Clearwater Capital Advisors
Illinois
$258K
CFO
227
CVA Family Office
Colorado
$257K
KWM
228
Kingsview Wealth Management
Oregon
$255K
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$253K
SWMG
230
Sard Wealth Management Group
Georgia
$253K
Barclays
231
Barclays
United Kingdom
$247K
CB
232
Cadence Bank
Mississippi
$246K
ONSWM
233
Old North State Wealth Management
North Carolina
$243K
FW
234
Fairway Wealth
Ohio
$243K
BWM
235
BankPlus Wealth Management
Mississippi
$233K
4WM
236
49 Wealth Management
Texas
$233K
GF
237
Gries Financial
Ohio
$231K
GVAG
238
Great Valley Advisor Group
Delaware
$231K
BlackRock
239
BlackRock
New York
$229K
FT
240
Fiduciary Trust
Massachusetts
$227K
OIA
241
OneDigital Investment Advisors
Kansas
$226K
DWM
242
Darwin Wealth Management
Florida
$225K
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$222K
LFAS
244
Level Four Advisory Services
Texas
$221K
WWM
245
Wagner Wealth Management
South Carolina
$216K
OIM
246
Oder Investment Management
California
$212K
EWA
247
EP Wealth Advisors
California
$211K
DA
248
Detalus Advisors
Missouri
$211K
VAS
249
Vestmark Advisory Solutions
Massachusetts
$208K
RWM
250
Riverchase Wealth Management
Texas
$204K