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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$421K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
101
Visionary Wealth Advisors
Illinois
$1.73M
RMC
102
Ring Mountain Capital
California
$1.73M
CA
103
CSM Advisors
Pennsylvania
$1.73M
CA
104
Clearstead Advisors
Ohio
$1.72M
SWAG
105
Spectrum Wealth Advisory Group
California
$1.67M
WKSWA
106
White Knight Strategic Wealth Advisors
New Jersey
$1.64M
RDFA
107
Ritter Daniher Financial Advisory
Ohio
$1.62M
EDRH
108
Edmond de Rothschild Holding
Switzerland
$1.58M
HI
109
Harbour Investments
Wisconsin
$1.53M
IA
110
Inspire Advisors
Idaho
$1.52M
PS
111
Planned Solutions
California
$1.46M
FF
112
Foronjy Financial
California
$1.41M
FA
113
Financial Alternatives
California
$1.4M
SWP
114
Stratos Wealth Partners
Ohio
$1.38M
SOS
115
Silver Oak Securities
Tennessee
$1.38M
JWCA
116
J.W. Cole Advisors
Florida
$1.36M
Brown Advisory
117
Brown Advisory
Maryland
$1.34M
IIA
118
Integral Investment Advisors
California
$1.3M
SPC
119
Sigma Planning Corp
Michigan
$1.3M
SCA
120
Snowden Capital Advisors
New York
$1.3M
WA
121
Waverly Advisors
Alabama
$1.27M
WCM
122
WealthTrak Capital Management
Virginia
$1.26M
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$1.26M
WMR
124
Wealth Management Resources
Rhode Island
$1.18M
ASN
125
Advisory Services Network
Georgia
$1.14M