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Invesco S&P 500 GARP ETF
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Overview Fund Activity

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

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
3
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.36M
5
GWM
5
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
3
LPL Financial
California
$255M
4
Morgan Stanley
4
Morgan Stanley
New York
$334M
5
SVCP
5
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$9.89K -$13.1K -131 -57%
MIM
302
MTM Investment Management
South Carolina
$9.53K +$2.51K +25 +36%
IHWM
303
Iron Horse Wealth Management
Iowa
$7.99K +$7.99K +80 New
CWM
304
Copia Wealth Management
Oregon
$7.89K – – –
TCM
305
TD Capital Management
Tennessee
$7.76K +$99 +1 +1%
FFA
306
Founders Financial Alliance
North Carolina
$5.69K – – –
DFA
307
DHJJ Financial Advisors
Illinois
$3.8K – – –
RCM
308
Richardson Capital Management
Wisconsin
$3.4K -$2.2K -22 -39%
CIM
309
Contravisory Investment Management
Massachusetts
$2.5K – – –
TWC
310
TD Waterhouse Canada
Ontario, Canada
$1.7K -$1.05M -10,549 -100%
KHC
311
Koesten Hirschmann & Crabtree
Kansas
$1.6K – – –
EA
312
Evolution Advisers
Virginia
$1K – – –
OA
313
Operose Advisors
Wisconsin
$924 – – –
GM
314
GeoWealth Management
Illinois
$200 -$117K -1,167 -100%
MA
315
MCF Advisors
Kentucky
$90 – – –
RFG
316
REAP Financial Group
Texas
$32 -$33 – –
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
– -$16M -152,140 Closed
FD
318
Financial Designs
California
– -$6.87M -65,525 Closed
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
– -$5.81M -55,404 Closed
IAA
320
Independent Advisor Alliance
North Carolina
– -$2.12M -20,246 Closed
OAS
321
Optivise Advisory Services
Tennessee
– -$979K -9,330 Closed
Jane Street
322
Jane Street
New York
– -$915K -8,727 Closed
SW
323
SteelPeak Wealth
California
– -$894K -8,526 Closed
CAS
324
Coppell Advisory Solutions
Texas
– -$719K -6,886 Closed
SWA
325
Stratos Wealth Advisors
Ohio
– -$514K -4,899 Closed
11 12
13
14 15