Invesco S&P 500 GARP ETF
SPGP
82 hedge funds and large institutions have $345M invested in Invesco S&P 500 GARP ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more funds holding
Funds holding: 65 → 82 (+17)
2% more capital invested
Capital invested by funds: $338M → $345M (+$7.04M)
7.24% less ownership
Funds ownership: 61.42% → 54.19% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.6M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.17M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$29.1M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$3.07M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.75M |
| 4 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$2.64M |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$2.32M |
SPGP Hedge Fund Activity: Q3 2021 in Review
82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q3 2021, worth a combined $345M — up 2.1% from $338M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPGP positions and 3 closed out — a net gain of 18 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.2M. The largest seller was Mainstay Capital Management, cutting an estimated $29.1M.
- 82 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q3 2021, up from 65 in Q2 2021.
- Funds reported $345M of Invesco S&P 500 GARP ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
- 21 funds opened new Invesco S&P 500 GARP ETF positions in Q3 2021 and 3 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q3 2021 was Morgan Stanley, an estimated $12.2M added.
- The largest Invesco S&P 500 GARP ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2021.