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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
SKK
251
Shepherd Kaplan Krochuk
Massachusetts
$205K
WS
252
Wedbush Securities
California
$202K
AFP
253
Ausdal Financial Partners
Iowa
$201K
PGAM
254
Princeton Global Asset Management
New Jersey
$185K
VWWMG
255
Vermillion & White Wealth Management Group
Pennsylvania
$174K
B
256
Bayban
Minnesota
$171K
SA
257
Scarborough Advisors
Maryland
$159K
RIL
258
Rothschild Investment LLC
Illinois
$159K
AAG
259
Armstrong Advisory Group
Massachusetts
$135K
CAL
260
Capital Analysts LLC
Pennsylvania
$129K
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K
EI
262
eCIO Inc
Wisconsin
$108K
MCM
263
MAI Capital Management
Ohio
$106K
FNWA
264
Financial Network Wealth Advisors
Utah
$106K
AWM
265
AE Wealth Management
Kansas
$100K
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$98.6K
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$94.5K
AIC
268
Archer Investment Corporation
Indiana
$86.3K
FCAS
269
First Command Advisory Services
Texas
$83.1K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$80.2K
ECA
271
Elevated Capital Advisors
Utah
$77.8K
NIA
272
NBZ Investment Advisors
Tennessee
$58.5K
SAM
273
Smartleaf Asset Management
Massachusetts
$58.4K
AAP
274
Arax Advisory Partners
Colorado
$57.6K
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$49.6K