Invesco S&P 500 GARP ETF
SPGP
317 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, 147 reducing their positions, and 36 closing their positions.
270% more call options, than puts
Call options by funds: $629K | Put options by funds: $170K
1.98% less ownership
Funds ownership: 66.42% → 64.44% (-2%)
6% less funds holding
Funds holding: 338 → 317 (-21)
25% less funds holding in top 10
Funds holding in top 10: 24 → 18 (-6)
29% less capital invested
Capital invested by funds: $2.91B → $2.05B (-$854M)
33% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 147
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$17.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.46M |
| 3 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$4.54M |
| 4 |
Goldman Sachs
New York
|
+$4.15M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$281M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$118M |
| 3 |
LPL Financial
San Diego,
California
|
-$69.1M |
| 4 |
Morgan Stanley
New York
|
-$35.1M |
| 5 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$31.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
351
Venturi Wealth Management
Austin,
Texas
| – | -$26.5K | -253 | Closed |
|
|
NRWA
352
North Ridge Wealth Advisors
Beaverton,
Oregon
| – | -$1.78K | -17 | Closed |
|
|
Q1WB
353
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| – | -$1.78K | -17 | Closed |
|
354
BNP Paribas Financial Markets
Paris,
France
| – | -$524 | -5 | Closed |
|
355
Simplex Trading
Chicago,
Illinois
| – | +$843 | +8 | New |
|
SPGP Hedge Fund Activity: Q1 2025 in Review
317 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q1 2025, worth a combined $2.05B — down 29% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of SPGP and 24 opened new positions — a net loss of 12 holders — while 147 trimmed existing stakes and 99 added.
The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $17.4M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $281M sold.
- 317 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q1 2025, down from 338 in Q4 2024.
- Funds reported $2.05B of Invesco S&P 500 GARP ETF stock for Q1 2025, down 29% quarter-over-quarter.
- 24 funds opened new Invesco S&P 500 GARP ETF positions in Q1 2025 and 36 closed out, a net change of -12 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q1 2025 was Coastal Bridge Advisors, an estimated $17.4M added.
- The largest Invesco S&P 500 GARP ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $281M sold.
Based on aggregated 13F filings for Q1 2025.