We are live on ! Find out more
SPGP icon

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
IPA
126
Investment Planning Advisors
Georgia
$973K -$341 -3 -0%
WWM
127
Whalen Wealth Management
Nevada
$965K +$1.02M +8,969 New
OFS
128
OneAscent Financial Services
Alabama
$925K +$37.9K +333 +4%
ISFAN
129
Investor's Fiduciary Advisor Network
Washington
$922K +$537K +4,721 +123%
MA
130
Mutual Advisors
Nebraska
$890K -$88.7K -780 -9%
BFS
131
BridgePort Financial Solutions
Iowa
$884K +$74.3K +653 +9%
FW
132
Fairway Wealth
Ohio
$882K +$48.8K +429 +6%
WTFG
133
Wood Tarver Financial Group
Idaho
$838K -$7.81M -68,682 -90%
CAG
134
Centerpoint Advisory Group
Kansas
$835K
FTUS
135
Flow Traders U.S.
New York
$831K -$920K -8,091 -51%
CW
136
CreativeOne Wealth
Kansas
$809K -$33.9K -298 -4%
WA
137
WBH Advisory
Maryland
$804K -$18.1K -159 -2%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$795K +$195K +1,715 +30%
RPGNY
139
Retirement Planning Group (New York)
New York
$788K -$97.8K -860 -11%
AWM
140
Avaii Wealth Management
Wisconsin
$774K -$11.1K -98 -1%
CIS
141
Custom Index Systems
New York
$757K +$800K +7,036 New
SWP
142
Stratos Wealth Partners
Ohio
$755K -$582K -5,121 -42%
VT
143
Vise Technologies
New York
$751K
IAA
144
Independent Advisor Alliance
North Carolina
$727K +$768K +6,754 New
Northern Trust
145
Northern Trust
Illinois
$726K -$353K -3,102 -32%
PM
146
Phraction Management
Connecticut
$722K
JCM
147
Jacobi Capital Management
Pennsylvania
$694K -$682 -6 -0.1%
KWM
148
Kingsview Wealth Management
Oregon
$692K +$30.8K +271 +4%
SPWM
149
Schrum Private Wealth Management
Florida
$672K
PWP
150
Prasad Wealth Partners
Ohio
$650K -$40.4K -355 -6%