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Invesco S&P 500 GARP ETF

298 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 18 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% less ownership

Funds ownership: 60.71%59% (-1.7%)

7% less funds holding

Funds holding: 322298 (-24)

15% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$227M)

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 128

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

Holders
298
Holders Change
-24
Holders Change %
-7.45%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
18
Increased
85
Reduced
128
Closed
36
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$3.94M +$391K +3,437 +10%
FUBT
52
First United Bank & Trust
Maryland
$3.91M -$718K -6,315 -15%
PWM
53
Perigon Wealth Management
California
$3.86M +$413K +3,632 +11%
HI
54
Hudock Inc
Pennsylvania
$3.85M -$789K -6,935 -16%
ES
55
Eagle Strategies
New York
$3.83M -$148K -1,304 -4%
AF
56
Allworth Financial
California
$3.76M -$313K -2,748 -7%
MW
57
Marble Wealth
Alabama
$3.71M +$33.3K +293 +0.9%
CAM
58
Cozad Asset Management
Illinois
$3.65M -$215K -1,893 -5%
PWP
59
Principle Wealth Partners
Connecticut
$3.56M -$1.4M -12,290 -27%
EH
60
Equitable Holdings
New York
$3.46M -$368K -3,237 -10%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$3.18M -$679K -5,969 -17%
OC
62
Oppenheimer & Co
New York
$3.15M -$14.9K -131 -0.4%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$3.13M +$3.31M +29,082 New
PFA
64
Perryman Financial Advisory
Texas
$3.09M -$28.8K -253 -0.9%
GWMR
65
GC Wealth Management RIA
Massachusetts
$3.09M +$61.3K +539 +2%
NL
66
NWAM LLC
Washington
$3.08M +$4.09K +36 +0.1%
FB
67
Finward Bancorp
Indiana
$3.01M -$64.8K -570 -2%
KAS
68
Kestra Advisory Services
Texas
$2.97M -$136K -1,197 -4%
BFP
69
Beacon Financial Planning
Massachusetts
$2.84M +$975K +8,577 +48%
MML Investors Services
70
MML Investors Services
Massachusetts
$2.82M -$6.4M -56,289 -68%
PHWM
71
Pine Harbor Wealth Management
Maryland
$2.82M -$841K -7,396 -22%
BCG
72
Breakwater Capital Group
New Jersey
$2.77M -$225K -1,977 -7%
NA
73
NewEdge Advisors
Louisiana
$2.76M -$1.48M -12,979 -34%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.69M -$84.3K -741 -3%
IA
75
Integrity Alliance
Iowa
$2.62M +$148K +1,305 +6%