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Invesco S&P 500 GARP ETF

299 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 GARP ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

47% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 36

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$506K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
101
Spectrum Wealth Advisory Group
California
$1.45M
CA
102
Clearstead Advisors
Ohio
$1.41M
FF
103
Foronjy Financial
California
$1.4M
IA
104
Inspire Advisors
Idaho
$1.4M
PS
105
Planned Solutions
California
$1.37M
WKSWA
106
White Knight Strategic Wealth Advisors
New Jersey
$1.34M
FA
107
Financial Alternatives
California
$1.32M
RDFA
108
Ritter Daniher Financial Advisory
Ohio
$1.32M
HI
109
Harbour Investments
Wisconsin
$1.25M
IIA
110
Integral Investment Advisors
California
$1.24M
Brown Advisory
111
Brown Advisory
Maryland
$1.23M
SCA
112
Snowden Capital Advisors
New York
$1.23M
WCM
113
WealthTrak Capital Management
Virginia
$1.23M
JWCA
114
J.W. Cole Advisors
Florida
$1.22M
WA
115
Waverly Advisors
Alabama
$1.21M
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.14M
WMR
117
Wealth Management Resources
Rhode Island
$1.12M
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1.11M
GWM
119
Geneos Wealth Management
Colorado
$1.06M
BCM
120
Brookstone Capital Management
Illinois
$1.05M
SPIA
121
Steward Partners Investment Advisory
New York
$1.05M
ASN
122
Advisory Services Network
Georgia
$1.03M
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.02M
VAS
124
Vestmark Advisory Solutions
Massachusetts
$1.01M
LA
125
Latitude Advisors
Florida
$978K