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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

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:

more ownership

Funds ownership:

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
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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.79M
VWA
102
Visionary Wealth Advisors
Illinois
$1.73M
RMC
103
Ring Mountain Capital
California
$1.73M
CA
104
CSM Advisors
Pennsylvania
$1.73M
CA
105
Clearstead Advisors
Ohio
$1.72M
SWAG
106
Spectrum Wealth Advisory Group
California
$1.67M
WKSWA
107
White Knight Strategic Wealth Advisors
New Jersey
$1.64M
RDFA
108
Ritter Daniher Financial Advisory
Ohio
$1.62M
EDRH
109
Edmond de Rothschild Holding
Switzerland
$1.58M
HI
110
Harbour Investments
Wisconsin
$1.53M
NAS
111
NWF Advisory Services
California
$1.53M
IA
112
Inspire Advisors
Idaho
$1.52M
PS
113
Planned Solutions
California
$1.46M
FF
114
Foronjy Financial
California
$1.41M
FA
115
Financial Alternatives
California
$1.4M
SWP
116
Stratos Wealth Partners
Ohio
$1.38M
SOS
117
Silver Oak Securities
Tennessee
$1.38M
JWCA
118
J.W. Cole Advisors
Florida
$1.36M
Brown Advisory
119
Brown Advisory
Maryland
$1.34M
IIA
120
Integral Investment Advisors
California
$1.3M
SPC
121
Sigma Planning Corp
Michigan
$1.3M
SCA
122
Snowden Capital Advisors
New York
$1.3M
WA
123
Waverly Advisors
Alabama
$1.27M
WCM
124
WealthTrak Capital Management
Virginia
$1.26M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.26M