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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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$15.8M -$4.66M -46,612 -23%
CWM
27
Cedar Wealth Management
California
$14.4M -$62.8K -629 -0.4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$14.2M +$665K +6,657 +5%
SMM
29
Stadion Money Management
Georgia
$14.1M -$212K -2,121 -1%
LFA
30
Longview Financial Advisors
Alabama
$13.4M +$2.43M +24,369 +22%
WMG
31
WESCAP Management Group
California
$13.3M -$409K -4,092 -3%
PWP
32
Principle Wealth Partners
Connecticut
$11.9M +$465K +4,656 +4%
AAS
33
Avantax Advisory Services
Texas
$11M +$358K +3,589 +3%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$10.1M +$1.64M +16,509 +19%
PS
35
Planned Solutions
California
$9.89M +$277K +2,776 +3%
DC
36
Darrow Company
Massachusetts
$9.88M -$58.1K -582 -0.6%
MML Investors Services
37
MML Investors Services
Massachusetts
$9.35M -$2.81M -28,113 -23%
AWS
38
Atria Wealth Solutions
New York
$9.17M -$1.02M -10,163 -10%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$8.79M -$1.23M -12,320 -12%
WTFG
40
Wood Tarver Financial Group
Idaho
$8.04M +$584K +5,851 +8%
GWM
41
Geneos Wealth Management
Colorado
$7.85M +$3.55M +35,515 +82%
TFS
42
Thoroughbred Financial Services
Tennessee
$7.42M +$51K +511 +0.7%
1WM
43
1900 Wealth Management
Texas
$7.24M +$813K +8,138 +13%
KAS
44
Kestra Advisory Services
Texas
$7.22M -$6M -60,046 -45%
Truist Financial
45
Truist Financial
North Carolina
$7.07M -$1.15M -11,527 -14%
MCC
46
Money Concepts Capital
Florida
$7.07M +$317K +3,178 +5%
FHA
47
Flagship Harbor Advisors
Massachusetts
$6.88M -$1.51M -15,165 -18%
PHWM
48
Pine Harbor Wealth Management
Maryland
$6.72M -$1.16M -11,589 -15%
LOIM
49
Liberty One Investment Management
Illinois
$6.67M -$141K -1,413 -2%
SA
50
Sovran Advisors
California
$6.62M +$1.46M +15,774 +28%
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