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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
RWM
251
Riverchase Wealth Management
Texas
$204K -$22.4K -225 -11%
WS
252
Wedbush Securities
California
$203K +$188K +1,885 New
IWC
253
Integrated Wealth Concepts
Massachusetts
$201K -$51.4K -515 -22%
SS
254
Sunbelt Securities
Texas
$170K -$16K -160 -9%
VWWMG
255
Vermillion & White Wealth Management Group
Pennsylvania
$165K +$75.2K +754 +97%
SA
256
Scarborough Advisors
Maryland
$152K +$141K +1,412 New
RIL
257
Rothschild Investment LLC
Illinois
$150K
AWM
258
AE Wealth Management
Kansas
$143K -$49.6K -497 -27%
CAL
259
Capital Analysts LLC
Pennsylvania
$122K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
FNWA
261
Financial Network Wealth Advisors
Utah
$99.9K
AAS
262
Ameritas Advisory Services
Nebraska
$98.5K -$368K -3,695 -80%
GWSG
263
GPS Wealth Strategies Group
Colorado
$97.4K
CFD
264
Creative Financial Designs
Indiana
$88K +$199 +2 +0.2%
MCM
265
MAI Capital Management
Ohio
$86.2K -$499 -5 -0.6%
AIC
266
Archer Investment Corporation
Indiana
$81.6K
FCAS
267
First Command Advisory Services
Texas
$78.6K +$2.99K +30 +4%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$70K +$23.4K +235 +57%
AT
269
Arlington Trust
Alabama
$64.6K
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$57.1K
AAP
271
Arax Advisory Partners
Colorado
$54.3K -$19.7K -198 -28%
ACA
272
Aptus Capital Advisors
Alabama
$48.4K -$29.2K -293 -39%
IWP
273
IAG Wealth Partners
Wisconsin
$43.8K
EWA
274
EverSource Wealth Advisors
Alabama
$40.4K
Franklin Resources
275
Franklin Resources
California
$33.9K +$31.4K +315 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.