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Invesco S&P 500 GARP ETF

299 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 GARP ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

47% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 36

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$506K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$3.94M
FUBT
52
First United Bank & Trust
Maryland
$3.91M
PWM
53
Perigon Wealth Management
California
$3.86M
HI
54
Hudock Inc
Pennsylvania
$3.85M
ES
55
Eagle Strategies
New York
$3.83M
AF
56
Allworth Financial
California
$3.76M
MW
57
Marble Wealth
Alabama
$3.71M
CAM
58
Cozad Asset Management
Illinois
$3.65M
PWP
59
Principle Wealth Partners
Connecticut
$3.56M
EH
60
Equitable Holdings
New York
$3.46M
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$3.18M
OC
62
Oppenheimer & Co
New York
$3.15M
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$3.13M
PFA
64
Perryman Financial Advisory
Texas
$3.09M
GWMR
65
GC Wealth Management RIA
Massachusetts
$3.09M
NL
66
NWAM LLC
Washington
$3.08M
FB
67
Finward Bancorp
Indiana
$3.01M
KAS
68
Kestra Advisory Services
Texas
$2.97M
BFP
69
Beacon Financial Planning
Massachusetts
$2.84M
MML Investors Services
70
MML Investors Services
Massachusetts
$2.82M
PHWM
71
Pine Harbor Wealth Management
Maryland
$2.82M
BCG
72
Breakwater Capital Group
New Jersey
$2.77M
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.69M
IA
74
Integrity Alliance
Iowa
$2.62M
MCC
75
Money Concepts Capital
Florida
$2.62M