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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 %
ST
326
Spinnaker Trust
Maine
– -$335K -3,198 Closed
KTM
327
Keeler Thomas Management
Utah
– -$329K -3,135 Closed
OIA
328
OneDigital Investment Advisors
Kansas
– -$290K -2,761 Closed
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
– -$281M -2,679 Closed
FWM
330
FLP Wealth Management
Arkansas
– -$279K -2,659 Closed
BCI
331
Brinker Capital Investments
Pennsylvania
– -$253K -2,410 Closed
OPS
332
Orion Portfolio Solutions
Nebraska
– -$253K -2,410 Closed
Millennium Management
333
Millennium Management
New York
– -$247K -2,352 Closed
PTC
334
Private Trust Company
Ohio
– -$244K -2,329 Closed
LA
335
Lifeworks Advisors
Michigan
– -$227K -2,168 Closed
LSA
336
Lion Street Advisors
Texas
– -$218K -2,075 Closed
FAM
337
Formidable Asset Management
Ohio
– -$217K -2,073 Closed
SAI
338
Savvy Advisors Inc
New York
– -$217K -2,066 Closed
AAM
339
Austin Asset Management
Texas
– -$206K -1,965 Closed
SMC
340
Smith, Moore & Co
Missouri
– -$206K -1,962 Closed
CWM
341
Collaborative Wealth Management
Florida
– -$205K -1,954 Closed
WS
342
Wedbush Securities
California
– -$204K -1,942 Closed
CFGS
343
Concourse Financial Group Securities
Alabama
– -$61.7K -557 Closed
T
344
Transce3nd
Texas
– -$42.6K -406 Closed
SIM
345
Synergy Investment Management
Florida
– -$42.5K -405 Closed
AWM
346
Avior Wealth Management
Nebraska
– -$31.8K -303 Closed
SIS
347
Sound Income Strategies
Florida
– -$27.3K -260 Closed
VWM
348
Venturi Wealth Management
Texas
– -$26.5K -253 Closed
NRWA
349
North Ridge Wealth Advisors
Oregon
– -$1.78K -17 Closed
Q1WB
350
Quest 10 Wealth Builders
Virginia
– -$1.78K -17 Closed
11 12 13
14
15