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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 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:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
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
EWM
301
Evolution Wealth Management
Florida
$6.15K
DFA
302
DHJJ Financial Advisors
Illinois
$4.33K
CIM
303
Contravisory Investment Management
Massachusetts
$2.85K
TSMHT
304
Thurston Springer Miller Herd & Titak
Indiana
$2.85K
RWPA
305
Richard W. Paul & Associates
Michigan
$2.62K
KFAS
306
Keating Financial Advisory Services
Kansas
$2.16K
EA
307
Evolution Advisers
Virginia
$2K
CTC
308
Central Trust Company
Missouri
$1.71K
EWM
309
EPG Wealth Management
Georgia
$1.14K
NSIM
310
North Star Investment Management
Illinois
$569
AC
311
AlphaCore Capital
California
$455
Qube Research & Technologies (QRT)
312
Qube Research & Technologies (QRT)
United Kingdom
$342
LFG
313
Larson Financial Group
Missouri
$234
MA
314
MCF Advisors
Kentucky
$103
NMG
315
New Millennium Group
Utah
$16
USCWA
316
U.S. Capital Wealth Advisors
Texas
Jane Street
317
Jane Street
New York
PG
318
Prostatis Group
Maryland
HFA
319
Hershey Financial Advisers
Pennsylvania
Renaissance Technologies
320
Renaissance Technologies
New York
AAS
321
Ameritas Advisory Services
Nebraska
SB
322
Strategic Blueprint
Georgia
AI
323
Atria Investments
North Carolina
AWA
324
Adapt Wealth Advisors
Georgia
OIM
325
Oder Investment Management
California