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Invesco S&P 500 GARP ETF

321 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, 139 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 (-$145M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

Holders
321
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
CB
226
Cadence Bank
Mississippi
$260K
CFO
227
CVA Family Office
Colorado
$258K
ONSWM
228
Old North State Wealth Management
North Carolina
$257K
TA
229
Tactive Advisors
Florida
$257K
DWM
230
Darwin Wealth Management
Florida
$254K
AWM
231
Axxcess Wealth Management
California
$253K
TC
232
Trilogy Capital
California
$253K
ACM
233
Andina Capital Management
Utah
$252K
TC
234
TAGStone Capital
North Carolina
$248K
WBG
235
Wharton Business Group
Pennsylvania
$247K
OIA
236
OneDigital Investment Advisors
Kansas
$239K
BWM
237
BankPlus Wealth Management
Mississippi
$238K
SS
238
Sunbelt Securities
Texas
$236K
UWP
239
Uniting Wealth Partners
Kansas
$236K
WBC
240
West Branch Capital
Massachusetts
$234K
FT
241
Fiduciary Trust
Massachusetts
$230K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$229K
WWMSC
243
Wagner Wealth Management (South Carolina)
South Carolina
$229K
DWM
244
Drive Wealth Management
Utah
$225K
DA
245
Detalus Advisors
Missouri
$224K
GIA
246
Gladstone Institutional Advisory
Florida
$220K
LFAS
247
Level Four Advisory Services
Texas
$219K
TSS
248
Two Sigma Securities
New York
$216K
NF
249
Nvest Financial
New Hampshire
$213K
SKK
250
Shepherd Kaplan Krochuk
Massachusetts
$205K