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Invesco S&P 500 GARP ETF

306 hedge funds and large institutions have $1.62B invested in Invesco S&P 500 GARP ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1.15% less ownership

Funds ownership: 61.67%60.52% (-1.2%)

2% less funds holding

Funds holding: 312306 (-6)

7% less capital invested

Capital invested by funds: $1.75B → $1.62B (-$125M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

45% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 144

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
25
Increased
79
Reduced
144
Closed
25
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$5.26M -$144K -1,297 -3%
PHWM
52
Pine Harbor Wealth Management
Maryland
$5.15M -$1.25M -11,245 -20%
FUBT
53
First United Bank & Trust
Maryland
$5.04M -$403K -3,636 -8%
HI
54
Hudock Inc
Pennsylvania
$4.94M -$22.6K -204 -0.5%
DADC
55
D.A. Davidson & Co
Montana
$4.89M +$63.9K +577 +1%
JWWM
56
Johnson & White Wealth Management
Pennsylvania
$4.75M +$125K +1,127 +3%
CAM
57
Cozad Asset Management
Illinois
$4.68M -$1.22M -10,987 -21%
SA
58
Sovran Advisors
California
$4.55M -$1.01M -9,089 -18%
Cerity Partners
59
Cerity Partners
New York
$4.48M +$69.6K +628 +2%
AF
60
Allworth Financial
California
$4.46M -$33.2K -300 -0.8%
NA
61
NewEdge Advisors
Louisiana
$4.31M +$65.7K +593 +2%
ES
62
Eagle Strategies
New York
$4.3M +$54.6K +493 +1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$4.16M +$4.06M +36,624 New
KPWS
64
Kestra Private Wealth Services
Texas
$3.93M +$1.99M +17,926 +108%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$3.86M -$55.2K -498 -21%
ECA
66
Elevation Capital Advisory
Oregon
$3.75M +$638K +5,758 +21%
PWM
67
Perigon Wealth Management
California
$3.75M -$49.4K -446 -1%
EH
68
Equitable Holdings
New York
$3.71M -$392K -3,535 -10%
GWMR
69
GC Wealth Management RIA
Massachusetts
$3.7M -$973K -8,782 -21%
KAS
70
Kestra Advisory Services
Texas
$3.63M +$177K +1,594 +5%
GPW
71
Genesis Private Wealth
Virginia
$3.56M +$33.8K +305 +1%
OC
72
Oppenheimer & Co
New York
$3.44M -$221K -1,992 -6%
BCG
73
Breakwater Capital Group
New Jersey
$3.38M -$305K -2,755 -8%
FB
74
Finward Bancorp
Indiana
$3.37M -$524K -4,725 -14%
AWA
75
Arkadios Wealth Advisors
Georgia
$3.33M +$3.25M +29,301 New