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Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
Holders Change
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
FB
76
Finward Bancorp
Indiana
$3.25M -$126K -1,113 -4%
GWMR
77
GC Wealth Management RIA
Massachusetts
$3.21M -$498K -4,411 -14%
BCG
78
Breakwater Capital Group
New Jersey
$3.16M -$224K -1,984 -7%
GCP
79
Guardian Capital (Pennsylvania)
Pennsylvania
$3.04M +$3.01M +26,674 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$2.92M +$2.9M +25,690 New
GPW
81
Genesis Private Wealth
Virginia
$2.9M -$663K -5,871 -19%
MGWM
82
Marks Group Wealth Management
Minnesota
$2.72M
GGS
83
Galvin Gaustad & Stein
Arizona
$2.7M +$2.68M +23,756 New
MIA
84
Milestone Investment Advisors
Wisconsin
$2.66M -$241K -2,137 -8%
IA
85
Integrity Alliance
Iowa
$2.63M +$121K +1,068 +5%
MCC
86
Money Concepts Capital
Florida
$2.58M -$2.79M -24,736 -52%
GWM
87
Geneos Wealth Management
Colorado
$2.51M -$69.4K -615 -3%
TF
88
TME Financial
California
$2.39M -$402K -3,561 -14%
WIA
89
World Investment Advisors
California
$2.24M +$319K +2,821 +17%
BFG
90
Baron Financial Group
New Jersey
$2.11M -$5.08K -45 -0.2%
HH
91
Hilltop Holdings
Texas
$2.11M +$18.5K +164 +0.9%
TCA
92
Transcend Capital Advisors
New Jersey
$2.06M +$5.99K +53 +0.3%
BFP
93
Beacon Financial Planning
Massachusetts
$2.03M -$5.42K -48 -0.3%
HAG
94
HighPoint Advisor Group
Illinois
$1.99M +$1.97M +17,462 New
BAM
95
Belpointe Asset Management
Nevada
$1.97M +$1.32M +11,690 +208%
FTS
96
Fifth Third Securities
Ohio
$1.93M -$104K -921 -5%
RWA
97
Redhawk Wealth Advisors
Minnesota
$1.91M +$3.27K +29 +0.2%
FFA
98
Farther Finance Advisors
California
$1.86M -$47.7K -422 -3%
OP
99
ORG Partners
Indiana
$1.82M
FTUS
100
Flow Traders U.S.
New York
$1.8M +$496K +4,391 +38%