Invesco S&P 500 GARP ETF
SPGP
115 hedge funds and large institutions have $523M invested in Invesco S&P 500 GARP ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 15 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 20
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more funds holding
Funds holding: 98 → 115 (+17)
13% more capital invested
Capital invested by funds: $463M → $523M (+$60.9M)
7.92% more ownership
Funds ownership: 51.2% → 59.12% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.8M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$19.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$21.8M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$4.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.08M |
| 4 |
JP Morgan Chase
New York
|
-$3.87M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Koshinski Asset Management
Decatur,
Illinois
| – | -$110K | -1,206 | Closed |
|
127
Simplex Trading
Chicago,
Illinois
| – | -$84K | -926 | Closed |
|
|
TWC
128
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$75.5K | -827 | Closed |
|
|
CIAS
129
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$27K | -300 | Closed |
|
|
AIP
130
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$18K | -200 | Closed |
|
131
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$8K | -90 | Closed |
|
SPGP Hedge Fund Activity: Q2 2022 in Review
115 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2022, worth a combined $523M — up 13% from $463M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPGP positions and 15 closed out — a net gain of 17 holders — while 46 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.8M. The largest seller was GeoWealth Management, cutting an estimated $21.8M.
- 115 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2022, up from 98 in Q1 2022.
- Funds reported $523M of Invesco S&P 500 GARP ETF stock for Q2 2022, up 13% quarter-over-quarter.
- 32 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2022 and 15 closed out, a net change of +17 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q2 2022 was Morgan Stanley, an estimated $30.8M added.
- The largest Invesco S&P 500 GARP ETF seller in Q2 2022 was GeoWealth Management, an estimated $21.8M sold.
Based on aggregated 13F filings for Q2 2022.