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Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
Holders Change
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Darrow Company
Massachusetts
$12.3M +$157K +1,388 +1%
LFA
27
Longview Financial Advisors
Alabama
$12.2M +$161K +1,428 +1%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$11.7M -$9.62M -85,212 -45%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.1M +$713K +6,313 +7%
FHA
30
Flagship Harbor Advisors
Massachusetts
$10.5M +$355K +3,140 +4%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$10.3M -$4.47M -39,605 -30%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$10.2M -$520K -4,601 -5%
GRP
33
Global Retirement Partners
California
$10.2M -$6.95M -61,521 -41%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$9.68M -$3.2M -28,314 -25%
MML Investors Services
35
MML Investors Services
Massachusetts
$9.39M -$582K -5,152 -6%
WTFG
36
Wood Tarver Financial Group
Idaho
$8.71M -$270K -2,389 -3%
PIA
37
Perennial Investment Advisors
California
$8.49M -$1.82M -16,086 -18%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8.41M -$995K -8,816 -11%
1WM
39
1900 Wealth Management
Texas
$7.97M -$126K -1,114 -2%
Ameriprise
40
Ameriprise
Minnesota
$7.7M -$316K -2,800 -4%
TFS
41
Thoroughbred Financial Services
Tennessee
$7.3M -$114K -1,006 -2%
ECA
42
Elevation Capital Advisory
Oregon
$7.12M +$3.33M +29,477 +89%
Truist Financial
43
Truist Financial
North Carolina
$7.03M -$739K -6,541 -10%
PAG
44
Private Advisor Group
New Jersey
$6.61M -$186K -1,645 -3%
Goldman Sachs
45
Goldman Sachs
New York
$6.08M -$2.96M -26,210 -33%
P
46
&Partners
Tennessee
$5.83M +$293K +2,594 +5%
Mariner
47
Mariner
Kansas
$5.76M -$173K -1,528 -3%
AIM
48
Alhambra Investment Management
Florida
$5.56M -$71.9K -637 -1%
DADC
49
D.A. Davidson & Co
Montana
$5.35M +$451K +3,998 +9%
JWWM
50
Johnson & White Wealth Management
Pennsylvania
$5.21M +$444K +3,933 +9%