Invesco S&P 500 GARP ETF
SPGP
55 hedge funds and large institutions have $137M invested in Invesco S&P 500 GARP ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
16.39% less ownership
Funds ownership: 56.41% → 40.01% (-16%)
20% less capital invested
Capital invested by funds: $172M → $137M (-$34.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$8.84M |
| 2 |
Morgan Stanley
New York
|
+$8.81M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.26M |
| 4 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
+$5.97M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$30.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$27.9M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$18M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$2.57M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.35M |
SPGP Hedge Fund Activity: Q1 2021 in Review
55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q1 2021, worth a combined $137M — down 20% from $172M a quarter earlier.
Fund positioning in SPGP was balanced in Q1 2021: 10 funds opened new positions, 10 closed out, 17 added to existing stakes and 20 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $8.84M. The largest seller was AE Wealth Management, cutting an estimated $30.2M.
- 55 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $137M of Invesco S&P 500 GARP ETF stock for Q1 2021, down 20% quarter-over-quarter.
- 10 funds opened new Invesco S&P 500 GARP ETF positions in Q1 2021 and 10 closed out, a net change of 0 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q1 2021 was Money Concepts Capital, an estimated $8.84M added.
- The largest Invesco S&P 500 GARP ETF seller in Q1 2021 was AE Wealth Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q1 2021.