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

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
LPL Financial
California
$255M
4
Morgan Stanley
Morgan Stanley
New York
$334M
5
SVCP
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
PFG Investments
New York
$209K -$6.09K -61 -3%
KGP
252
Keystone Global Partners
Colorado
$209K +$209K +2,093 New
DWM
253
Darwin Wealth Management
Florida
$208K – – –
OIM
254
Oder Investment Management
California
$206K -$325K -3,249 -61%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$206K – – –
AWM
256
AE Wealth Management
Kansas
$183K -$4.51M -45,189 -96%
SS
257
Sunbelt Securities
Texas
$178K +$16K +160 +10%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$156K +$2.7K +27 +2%
RIL
259
Rothschild Investment LLC
Illinois
$139K – – –
FW
260
Fairway Wealth
Ohio
$120K – – –
CAL
261
Capital Analysts LLC
Pennsylvania
$113K -$9.86K -99 -8%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K – – –
Citigroup
263
Citigroup
New York
$104K +$104K +1,044 New
FNWA
264
Financial Network Wealth Advisors
Utah
$92.7K – – –
GWSG
265
GPS Wealth Strategies Group
Colorado
$90.3K +$21.6K +216 +31%
CFD
266
Creative Financial Designs
Indiana
$81.4K -$44.7K -447 -35%
MCM
267
MAI Capital Management
Ohio
$80.4K +$500 +5 +0.6%
VWWMG
268
Vermillion & White Wealth Management Group
Pennsylvania
$77.3K -$42K -421 -35%
AIC
269
Archer Investment Corporation
Indiana
$75.7K – – –
ACA
270
Aptus Capital Advisors
Alabama
$74.1K -$18K -180 -20%
AAP
271
Arax Advisory Partners
Colorado
$70.2K -$26.7K -267 -28%
FCAS
272
First Command Advisory Services
Texas
$69.9K – – –
CA
273
CoreCap Advisors
Michigan
$67.4K – – –
WPA
274
Wealth Preservation Advisors
Tennessee
$66.1K +$66.1K +662 New
AssetMark Inc
275
AssetMark Inc
California
$62.2K +$1.6K +16 +3%
9 10
11
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