Invesco S&P 500 GARP ETF
SPGP
55 hedge funds and large institutions have $172M invested in Invesco S&P 500 GARP ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.
185% more capital invested
Capital invested by funds: $60.1M → $172M (+$112M)
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
22.77% more ownership
Funds ownership: 33.64% → 56.41% (+23%)
15% more funds holding
Funds holding: 48 → 55 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$26.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$25.6M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$16.5M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$11.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.67M |
| 2 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$1.83M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$989K |
| 5 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$725K |
SPGP Hedge Fund Activity: Q4 2020 in Review
55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2020, worth a combined $172M — up 185% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPGP positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $26.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.67M sold.
- 55 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2020, up from 48 in Q3 2020.
- Funds reported $172M of Invesco S&P 500 GARP ETF stock for Q4 2020, up 185% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2020 and 4 closed out, a net change of +7 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q4 2020 was AE Wealth Management, an estimated $26.2M added.
- The largest Invesco S&P 500 GARP ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2020.