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Invesco S&P 500 GARP ETF

312 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 317312 (-5)

2.77% less ownership

Funds ownership: 64.44%61.67% (-2.8%)

15% less capital invested

Capital invested by funds: $2.05B → $1.75B (-$305M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
312
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
25
Increased
74
Reduced
171
Closed
27
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CSM Advisors
Pennsylvania
$1.92M -$130K -1,300 -7%
VWA
102
Visionary Wealth Advisors
Illinois
$1.83M +$12.8K +128 +0.8%
FF
103
Foronjy Financial
California
$1.82M +$1.69M +16,945 New
KPWS
104
Kestra Private Wealth Services
Texas
$1.79M +$1.08M +10,878 +189%
SWAG
105
Spectrum Wealth Advisory Group
California
$1.77M -$9.77K -98 -0.6%
OP
106
ORG Partners
Indiana
$1.74M +$42.1K +422 +3%
RWA
107
Redhawk Wealth Advisors
Minnesota
$1.74M -$461K -4,626 -22%
RMC
108
Ring Mountain Capital
California
$1.72M +$49.8K +499 +3%
IA
109
Inspire Advisors
Idaho
$1.68M -$169K -1,693 -10%
WKSWA
110
White Knight Strategic Wealth Advisors
New Jersey
$1.63M -$50.4K -505 -3%
FFN
111
Focus Financial Network
Minnesota
$1.56M -$572K -5,739 -28%
JWCA
112
J.W. Cole Advisors
Florida
$1.52M +$3.09K +31 +0.2%
EDRH
113
Edmond de Rothschild Holding
Switzerland
$1.49M -$426K -4,274 -24%
NAS
114
NWF Advisory Services
California
$1.47M +$1.36M +13,647 New
FA
115
Financial Alternatives
California
$1.45M -$1.9K -19 -0.1%
AI
116
Atria Investments
North Carolina
$1.44M -$703K -7,051 -35%
IIA
117
Integral Investment Advisors
California
$1.32M +$32.4K +325 +3%
SWP
118
Stratos Wealth Partners
Ohio
$1.31M -$79.3K -795 -6%
PS
119
Planned Solutions
California
$1.3M -$8.67M -86,974 -88%
Brown Advisory
120
Brown Advisory
Maryland
$1.27M
APA
121
Astoria Portfolio Advisors
New York
$1.27M -$72.3K -725 -6%
TRCT
122
Tower Research Capital (TRC)
New York
$1.25M -$304K -3,048 -21%
SCA
123
Snowden Capital Advisors
New York
$1.24M -$74.8K -750 -6%
WMR
124
Wealth Management Resources
Rhode Island
$1.23M -$633K -6,349 -36%
WCM
125
WealthTrak Capital Management
Virginia
$1.15M +$40.2K +403 +4%

SPGP Hedge Fund Activity: Q2 2025 in Review

312 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2025, worth a combined $1.75B — down 15% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPGP and 25 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 74 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $91.5M.

  • 312 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2025, down from 317 in Q1 2025.
  • Funds reported $1.75B of Invesco S&P 500 GARP ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2025 and 27 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.01M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q2 2025 was Morgan Stanley, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.