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Invesco S&P 500 GARP ETF

312 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 317312 (-5)

2.77% less ownership

Funds ownership: 64.44%61.67% (-2.8%)

15% less capital invested

Capital invested by funds: $2.05B → $1.75B (-$305M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
312
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
25
Increased
74
Reduced
171
Closed
27
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$1.09M -$1.47M -14,739 -60%
LA
127
Latitude Advisors
Florida
$1.08M -$59.7K -599 -6%
OFS
128
OneAscent Financial Services
Alabama
$1.07M -$499K -5,004 -33%
OPWM
129
Oxinas Partners Wealth Management
Indiana
$1.05M -$33.1K -332 -3%
MA
130
Mutual Advisors
Nebraska
$1.05M -$42.3K -424 -4%
FFA
131
Farther Finance Advisors
California
$1.02M -$93.3K -936 -9%
RPGNY
132
Retirement Planning Group (New York)
New York
$972K +$34.4K +345 +4%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$972K -$5.28M -52,940 -85%
SF
134
Synovus Financial
Georgia
$971K -$1.93M -19,314 -68%
IPA
135
Investment Planning Advisors
Georgia
$953K -$24.7K -248 -3%
WA
136
Waverly Advisors
Alabama
$930K +$45K +451 +6%
BCM
137
Brookstone Capital Management
Illinois
$923K +$122K +1,223 +17%
SPIA
138
Steward Partners Investment Advisory
New York
$889K -$30.7K -308 -4%
AWM
139
Avaii Wealth Management
Wisconsin
$886K -$75.8K -760 -8%
WA
140
WBH Advisory
Maryland
$886K -$307K -3,075 -27%
CAS
141
Coppell Advisory Solutions
Texas
$859K +$802K +8,041 New
CAG
142
Csenge Advisory Group
Florida
$837K -$6.58K -66 -0.8%
CAG
143
Centerpoint Advisory Group
Kansas
$809K +$57.8K +580 +8%
PFS
144
Prospera Financial Services
Texas
$772K -$367K -3,683 -34%
IRC
145
Investors Research Corp
Georgia
$767K
BONH
146
Bank of New Hampshire
New Hampshire
$743K -$99.7K -1,000 -13%
OWP
147
Obermeyer Wealth Partners
Colorado
$728K +$131K +1,313 +24%
PG
148
Prostatis Group
Maryland
$728K -$400K -4,009 -37%
PM
149
Phraction Management
Connecticut
$723K -$110K -1,100 -14%
JCM
150
Jacobi Capital Management
Pennsylvania
$721K +$17.8K +179 +3%

SPGP Hedge Fund Activity: Q2 2025 in Review

312 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2025, worth a combined $1.75B — down 15% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPGP and 25 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 74 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $91.5M.

  • 312 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2025, down from 317 in Q1 2025.
  • Funds reported $1.75B of Invesco S&P 500 GARP ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2025 and 27 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.01M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q2 2025 was Morgan Stanley, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.