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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
SAM
301
Smartleaf Asset Management
Massachusetts
$5.24K +$4.89K +49 New
DFA
302
DHJJ Financial Advisors
Illinois
$4.09K
RCM
303
Richardson Capital Management
Wisconsin
$4.09K +$399 +4 +12%
KGP
304
Keystone Global Partners
Colorado
$3.23K -$206K -2,063 -99%
CIM
305
Contravisory Investment Management
Massachusetts
$2.69K
Qube Research & Technologies (QRT)
306
Qube Research & Technologies (QRT)
United Kingdom
$2.37K +$2.19K +22 New
KHC
307
Koesten Hirschmann & Crabtree
Kansas
$1.72K
MWA
308
Medallion Wealth Advisors
Connecticut
$1.52K +$1.4K +14 New
TWC
309
TD Waterhouse Canada
Ontario, Canada
$1.41K -$399 -4 -24%
EA
310
Evolution Advisers
Virginia
$1K
OA
311
Operose Advisors
Wisconsin
$1K
BCMIO
312
Beacon Capital Management Inc (Ohio)
Ohio
$108 +$100 +1 New
MA
313
MCF Advisors
Kentucky
$97
RFG
314
REAP Financial Group
Texas
$34
NMG
315
New Millennium Group
Utah
$31
EFL
316
ERn Financial LLC
Wisconsin
-$3.88M -38,893 Closed
FFS
317
Founders Financial Securities
Maryland
-$2.42M -25,007 Closed
IA
318
Integrity Alliance
Iowa
-$2.12M -21,200 Closed
LWM
319
Lionsbridge Wealth Management
Florida
-$2.1M -21,004 Closed
IA
320
IAM Advisory
Pennsylvania
-$1.41M -14,154 Closed
GS
321
GWN Securities
Florida
-$1.02M -10,207 Closed
FAIM
322
Financial Advocates Investment Management
Washington
-$960K -9,607 Closed
SWM
323
Spire Wealth Management
Virginia
-$865K -8,664 Closed
GSEP
324
Golden State Equity Partners
California
-$615K -6,154 Closed
ACP
325
Aveo Capital Partners
Colorado
-$505K -5,174 Closed

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.