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Invesco S&P 500 GARP ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-21
Holders Change %
-6.25%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
24
Increased
99
Reduced
146
Closed
35
Calls
$629K
Puts
$170K
Net Calls
+$459K
Net Calls Change
+$239K

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
3
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.36M
5
GWM
5
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
3
LPL Financial
California
$255M
4
Morgan Stanley
4
Morgan Stanley
New York
$334M
5
SVCP
5
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$2.04M -$64.1K -642 -3%
Citadel Advisors
102
Citadel Advisors
Florida
$2.03M -$1.97M -19,674 -49%
FFN
103
Focus Financial Network
Minnesota
$2.02M -$1.1K -11 -0.1%
CA
104
Calton & Associates
Florida
$2M +$922K +9,227 +85%
SWP
105
Sagespring Wealth Partners
Tennessee
$1.98M +$277K +2,769 +16%
SFG
106
Sovereign Financial Group
Connecticut
$1.95M +$85.4K +855 +5%
CFG
107
Citizens Financial Group
Rhode Island
$1.91M -$5.54M -55,509 -74%
CA
108
CSM Advisors
Pennsylvania
$1.91M -$450K -4,500 -19%
FTS
109
Fifth Third Securities
Ohio
$1.91M -$280K -2,808 -13%
BFG
110
Baron Financial Group
New Jersey
$1.83M +$10.3K +103 +0.6%
EDRH
111
Edmond de Rothschild Holding
Switzerland
$1.81M – – –
TCA
112
Transcend Capital Advisors
New Jersey
$1.8M -$40.6K -406 -2%
WMR
113
Wealth Management Resources
Rhode Island
$1.77M -$596K -5,963 -25%
IA
114
Inspire Advisors
Idaho
$1.73M -$106K -1,061 -6%
VWA
115
Visionary Wealth Advisors
Illinois
$1.68M -$76.4K -765 -4%
SWAG
116
Spectrum Wealth Advisory Group
California
$1.65M +$200 +2 +0%
OP
117
ORG Partners
Indiana
$1.56M +$172K +1,713 +12%
WKSWA
118
White Knight Strategic Wealth Advisors
New Jersey
$1.56M -$1.56M -15,652 -50%
RMC
119
Ring Mountain Capital
California
$1.52M +$639K +6,394 +72%
OFS
120
OneAscent Financial Services
Alabama
$1.49M -$169K -1,691 -10%
TRCT
121
Tower Research Capital (TRC)
New York
$1.46M +$246K +2,466 +20%
IA
122
IAM Advisory
Pennsylvania
$1.41M +$4.6K +46 +0.3%
JWCA
123
J.W. Cole Advisors
Florida
$1.4M +$1.4M +14,059 New
PWP
124
Prasad Wealth Partners
Ohio
$1.37M -$718K -7,185 -34%
FA
125
Financial Alternatives
California
$1.34M – – –
3 4
5
6 7