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Invesco S&P 500 GARP ETF

298 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 18 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% less ownership

Funds ownership: 60.71%59% (-1.7%)

7% less funds holding

Funds holding: 322298 (-24)

15% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$227M)

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 128

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

Holders
298
Holders Change
-24
Holders Change %
-7.45%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
18
Increased
85
Reduced
128
Closed
36
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
101
Spectrum Wealth Advisory Group
California
$1.45M -$134K -1,180 -8%
CA
102
Clearstead Advisors
Ohio
$1.41M -$223K -1,965 -13%
FF
103
Foronjy Financial
California
$1.4M +$73.6K +647 +5%
IA
104
Inspire Advisors
Idaho
$1.4M -$41.4K -364 -3%
PS
105
Planned Solutions
California
$1.37M -$4.32K -38 -0.3%
WKSWA
106
White Knight Strategic Wealth Advisors
New Jersey
$1.34M -$224K -1,970 -14%
FA
107
Financial Alternatives
California
$1.32M
RDFA
108
Ritter Daniher Financial Advisory
Ohio
$1.32M -$223K -1,965 -14%
HI
109
Harbour Investments
Wisconsin
$1.25M -$209K -1,835 -14%
IIA
110
Integral Investment Advisors
California
$1.24M +$9.67K +85 +0.7%
Brown Advisory
111
Brown Advisory
Maryland
$1.23M -$35.9K -316 -3%
SCA
112
Snowden Capital Advisors
New York
$1.23M
WCM
113
WealthTrak Capital Management
Virginia
$1.23M +$33.5K +295 +3%
JWCA
114
J.W. Cole Advisors
Florida
$1.22M -$71.1K -625 -5%
WA
115
Waverly Advisors
Alabama
$1.21M +$16.7K +147 +1%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$56.2K -494 -4%
WMR
117
Wealth Management Resources
Rhode Island
$1.12M -$1.71K -15 -0.1%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1.11M +$96.8K +851 +9%
GWM
119
Geneos Wealth Management
Colorado
$1.06M -$1.39M -12,201 -55%
BCM
120
Brookstone Capital Management
Illinois
$1.05M +$104K +911 +10%
SPIA
121
Steward Partners Investment Advisory
New York
$1.05M +$48.8K +429 +5%
ASN
122
Advisory Services Network
Georgia
$1.03M -$53.6K -471 -5%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.02M +$587K +5,159 +121%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$1.01M +$83.5K +734 +9%
LA
125
Latitude Advisors
Florida
$978K -$38.4K -338 -4%