Invesco S&P 500 GARP ETF
SPGP
95 hedge funds and large institutions have $485M invested in Invesco S&P 500 GARP ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
82% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 22
40% more capital invested
Capital invested by funds: $345M → $485M (+$139M)
16% more funds holding
Funds holding: 82 → 95 (+13)
4.26% more ownership
Funds ownership: 54.19% → 58.45% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$26.4M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$20.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.7M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$14.6M |
| 5 |
Morgan Stanley
New York
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$29.7M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.58M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.23M |
| 4 |
Barclays
London,
United Kingdom
|
-$2.21M |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
101
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$7K | -81 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$371 | +4 | New |
|
SPGP Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2021, worth a combined $485M — up 40% from $345M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPGP positions and 8 closed out — a net gain of 13 holders — while 40 added to existing stakes and 22 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $26.4M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $29.7M sold.
- 95 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2021, up from 82 in Q3 2021.
- Funds reported $485M of Invesco S&P 500 GARP ETF stock for Q4 2021, up 40% quarter-over-quarter.
- 21 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2021 and 8 closed out, a net change of +13 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q4 2021 was GeoWealth Management, an estimated $26.4M added.
- The largest Invesco S&P 500 GARP ETF seller in Q4 2021 was Mainstay Capital Management, an estimated $29.7M sold.
Based on aggregated 13F filings for Q4 2021.