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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 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:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
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
QCM
126
Quantinno Capital Management
New York
$1.12M
Northern Trust
127
Northern Trust
Illinois
$1.12M
SF
128
Summit Financial
New Jersey
$1.09M
Fidelity Investments
129
Fidelity Investments
Massachusetts
$1.08M
LA
130
Latitude Advisors
Florida
$1.07M
SA
131
Sanctuary Advisors
Indiana
$1.06M
SPIA
132
Steward Partners Investment Advisory
New York
$1.06M
IPA
133
Investment Planning Advisors
Georgia
$1.03M
MA
134
Mutual Advisors
Nebraska
$1.03M
BCM
135
Brookstone Capital Management
Illinois
$1.01M
VAS
136
Vestmark Advisory Solutions
Massachusetts
$982K
OFS
137
OneAscent Financial Services
Alabama
$941K
RPGNY
138
Retirement Planning Group (New York)
New York
$931K
EFG
139
Ethos Financial Group
Pennsylvania
$922K
CW
140
CreativeOne Wealth
Kansas
$890K
FW
141
Fairway Wealth
Ohio
$888K
CAG
142
Centerpoint Advisory Group
Kansas
$883K
WA
143
WBH Advisory
Maryland
$866K
BFS
144
BridgePort Financial Solutions
Iowa
$861K
AWM
145
Avaii Wealth Management
Wisconsin
$830K
Citadel Advisors
146
Citadel Advisors
Florida
$780K
PM
147
Phraction Management
Connecticut
$764K
WLPWM
148
Walled Lake Planning & Wealth Management
Illinois
$752K
VT
149
Vise Technologies
New York
$751K
JCM
150
Jacobi Capital Management
Pennsylvania
$735K