We are live on ! Find out more
SPGP icon

Invesco S&P 500 GARP ETF

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

240% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

43% more capital invested

Capital invested by funds: $523M → $750M (+$226M)

23% more funds holding

Funds holding: 115141 (+26)

4.62% more ownership

Funds ownership: 59.12%63.74% (+4.6%)

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
26
Prostatis Group
Maryland
$5.78M +$6.43M +77,306 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.98M +$2.01M +24,126 +57%
EH
28
Equitable Holdings
New York
$4.97M +$1.24M +14,943 +29%
RJA
29
Raymond James & Associates
Florida
$4.84M +$193K +2,317 +4%
CA
30
Cetera Advisors
Colorado
$4.83M +$3.5M +42,089 +187%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$4.76M +$919K +11,053 +21%
Jane Street
32
Jane Street
New York
$4.27M +$4.74M +57,023 New
Goldman Sachs
33
Goldman Sachs
New York
$4.02M +$4.47M +53,761 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$4M +$2.63M +31,667 +145%
ECA
35
Elevated Capital Advisors
Utah
$3.83M +$4.26M +51,214 New
MCC
36
Money Concepts Capital
Florida
$3.39M +$2.32M +27,926 +161%
NA
37
NewEdge Advisors
Louisiana
$3.06M +$1.56M +18,784 +85%
SIM
38
Seaview Investment Managers
Florida
$2.88M +$3.2M +38,444 New
MA
39
Mutual Advisors
Nebraska
$2.83M +$1.01M +12,195 +47%
CWM
40
Cedar Wealth Management
California
$2.69M +$15.2K +183 +0.5%
DWM
41
Darwin Wealth Management
Florida
$2.51M -$469K -5,640 -15%
AF
42
Allworth Financial
California
$2.33M +$2.59M +31,164 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.28M +$83.2K +1,001 +3%
FCAG
44
First Capital Advisors Group
New Jersey
$2.26M +$9.73K +117 +0.4%
SIA
45
SkyView Investment Advisors
New Jersey
$2.26M +$9.73K +117 +0.4%
MSA
46
McAlister Sweet & Associates
Texas
$2.18M -$311K -3,742 -11%
WEPOG
47
Wealth Enhancement & Preservation of GA
Georgia
$2.12M -$3.59M -43,226 -60%
LOIM
48
Liberty One Investment Management
Illinois
$2.11M -$275K -3,314 -11%
JWM
49
Jackson Wealth Management
Florida
$2.1M +$1.49M +17,885 +176%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$2.05M +$84.9K +1,021 +4%