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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

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

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
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$1.79M -$1.13M -10,019 -39%
VWA
102
Visionary Wealth Advisors
Illinois
$1.73M -$193K -1,709 -10%
RMC
103
Ring Mountain Capital
California
$1.73M -$66.8K -592 -4%
CA
104
CSM Advisors
Pennsylvania
$1.73M -$294K -2,600 -15%
CA
105
Clearstead Advisors
Ohio
$1.72M -$7.23K -64 -0.4%
SWAG
106
Spectrum Wealth Advisory Group
California
$1.67M -$195K -1,726 -11%
WKSWA
107
White Knight Strategic Wealth Advisors
New Jersey
$1.64M +$159K +1,406 +11%
RDFA
108
Ritter Daniher Financial Advisory
Ohio
$1.62M -$386K -3,422 -19%
EDRH
109
Edmond de Rothschild Holding
Switzerland
$1.58M
HI
110
Harbour Investments
Wisconsin
$1.53M +$1.08M +9,545 +246%
NAS
111
NWF Advisory Services
California
$1.53M -$29K -257 -2%
IA
112
Inspire Advisors
Idaho
$1.52M -$130K -1,147 -8%
PS
113
Planned Solutions
California
$1.46M -$12.9K -114 -0.9%
FF
114
Foronjy Financial
California
$1.41M +$187K +1,654 +15%
FA
115
Financial Alternatives
California
$1.4M
SWP
116
Stratos Wealth Partners
Ohio
$1.38M +$39.6K +351 +3%
SOS
117
Silver Oak Securities
Tennessee
$1.38M +$1.35M +11,980 New
JWCA
118
J.W. Cole Advisors
Florida
$1.36M -$242K -2,141 -15%
Brown Advisory
119
Brown Advisory
Maryland
$1.34M +$45.2K +400 +4%
IIA
120
Integral Investment Advisors
California
$1.3M -$4.52K -40 -0.3%
SPC
121
Sigma Planning Corp
Michigan
$1.3M +$336K +2,975 +15%
SCA
122
Snowden Capital Advisors
New York
$1.3M -$6.55K -58 -0.5%
WA
123
Waverly Advisors
Alabama
$1.27M +$30.5K +270 +2%
WCM
124
WealthTrak Capital Management
Virginia
$1.26M +$25.3K +224 +2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$196K +1,736 +19%