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Invesco S&P 500 GARP ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AT
276
Arlington Trust
Alabama
$59.9K +$59.9K +600 New
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$52.9K -$4.99K -50 -9%
T
278
Tidemark
California
$43.1K -$25.8K -258 -37%
CCM
279
Coldstream Capital Management
Washington
$42.7K +$42.7K +428 New
IWP
280
IAG Wealth Partners
Wisconsin
$40.7K
SSB
281
Sandy Spring Bank
Maryland
$37.6K -$74.9K -750 -67%
EWA
282
EverSource Wealth Advisors
Alabama
$37.5K
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$35.7K -$14K -163 -28%
PB
284
Pinnacle Bancorp
Nebraska
$31K -$17.5K -175 -36%
LFG
285
Larson Financial Group
Missouri
$28K +$27.8K +278 +13,900%
HNB
286
Huntington National Bank
Ohio
$27K -$2.73K
TSMHT
287
Thurston Springer Miller Herd & Titak
Indiana
$26.3K -$13K -130 -33%
GI
288
GAMMA Investing
California
$23.7K -$400 -4 -2%
KA
289
Kozak & Associates
Colorado
$21K +$93 +1 +0.4%
EWM
290
Evermay Wealth Management
Virginia
$20K
MFT
291
Moisand Fitzgerald Tamayo
Florida
$18K
SIC
292
SJS Investment Consulting
Ohio
$16.5K
BlackRock
293
BlackRock
New York
$13.5K
FGAM
294
Financial Gravity Asset Management
Texas
$13.4K +$13.4K +134 New
PPC
295
Park Place Capital
Alabama
$10.9K -$17.6K -176 -62%
RWPA
296
Richard W. Paul & Associates
Michigan
$10.3K -$3.8K -38 -27%
DCM
297
Davis Capital Management
Florida
$10.3K +$100 +1 +1%
William Blair & Company
298
William Blair & Company
Illinois
$10.2K -$10.1K -101 -50%
GEA
299
Glen Eagle Advisors
New Jersey
$9.99K -$13.6K -136 -58%
MCA
300
Midwest Capital Advisors
Michigan
$9.99K