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Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 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:

more ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
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
CPL
226
CAP Partners LLC
Tennessee
$265K
CB
227
Cadence Bank
Mississippi
$260K
CFO
228
CVA Family Office
Colorado
$258K
ONSWM
229
Old North State Wealth Management
North Carolina
$257K
TA
230
Tactive Advisors
Florida
$257K
DWM
231
Darwin Wealth Management
Florida
$254K
AWM
232
Axxcess Wealth Management
California
$253K
TC
233
Trilogy Capital
California
$253K
ACM
234
Andina Capital Management
Utah
$252K
TC
235
TAGStone Capital
North Carolina
$248K
WBG
236
Wharton Business Group
Pennsylvania
$247K
OIA
237
OneDigital Investment Advisors
Kansas
$239K
BWM
238
BankPlus Wealth Management
Mississippi
$238K
SS
239
Sunbelt Securities
Texas
$236K
UWP
240
Uniting Wealth Partners
Kansas
$236K
WBC
241
West Branch Capital
Massachusetts
$234K
FT
242
Fiduciary Trust
Massachusetts
$230K
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$229K
WWMSC
244
Wagner Wealth Management (South Carolina)
South Carolina
$229K
DWM
245
Drive Wealth Management
Utah
$225K
DA
246
Detalus Advisors
Missouri
$224K
GIA
247
Gladstone Institutional Advisory
Florida
$220K
LFAS
248
Level Four Advisory Services
Texas
$219K
TSS
249
Two Sigma Securities
New York
$216K
NF
250
Nvest Financial
New Hampshire
$213K