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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
PB
276
Pinnacle Bancorp
Nebraska
$33.6K +$100 +1 +0.3%
CA
277
CoreCap Advisors
Michigan
$30.3K -$39.3K -394 -58%
LFG
278
Larson Financial Group
Missouri
$30.2K
TSMHT
279
Thurston Springer Miller Herd & Titak
Indiana
$28.3K
T
280
Tidemark
California
$27K -$18K -181 -42%
HNB
281
Huntington National Bank
Ohio
$26.3K
GI
282
GAMMA Investing
California
$25.5K
KA
283
Kozak & Associates
Colorado
$24.7K +$100 +1 +0.4%
HAP
284
Harbor Asset Planning
Massachusetts
$23.2K +$21.4K +215 New
AssetMark Inc
285
AssetMark Inc
California
$21.9K -$41.9K -420 -67%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$19.4K
Citigroup
287
Citigroup
New York
$19.2K -$86.4K -866 -83%
CWM
288
Copia Wealth Management
Oregon
$16.7K +$7.58K +76 +96%
EWM
289
Evermay Wealth Management
Virginia
$15.1K -$5.98K -60 -30%
FGC
290
Financial Gravity Companies
Texas
$14.4K +$13.4K +134 New
RWPA
291
Richard W. Paul & Associates
Michigan
$12.1K +$897 +9 +9%
PPC
292
Park Place Capital
Alabama
$11.9K
GEA
293
Glen Eagle Advisors
New Jersey
$10.8K
MCA
294
Midwest Capital Advisors
Michigan
$10.8K
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$10.3K -$299 -3 -3%
PS
296
Principal Securities
Iowa
$10.3K +$9.57K +96 New
MIM
297
MTM Investment Management
South Carolina
$10.2K
TCM
298
TD Capital Management
Tennessee
$8.39K
EWM
299
Evolution Wealth Management
Florida
$5.82K +$5.38K +54 New
S
300
SignatureFD
Georgia
$5.49K +$5.08K +51 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.