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Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
Holders Change
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
WMR
126
Wealth Management Resources
Rhode Island
$1.18M -$65.2K -577 -5%
ASN
127
Advisory Services Network
Georgia
$1.14M -$4.74K -42 -0.4%
QCM
128
Quantinno Capital Management
New York
$1.12M +$284K +2,512 +34%
Northern Trust
129
Northern Trust
Illinois
$1.12M +$538K +4,765 +94%
SF
130
Summit Financial
New Jersey
$1.09M +$27.1K +240 +3%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$1.08M +$18.3K +162 +2%
LA
132
Latitude Advisors
Florida
$1.07M +$59.8K +530 +6%
SA
133
Sanctuary Advisors
Indiana
$1.06M +$7.79K +69 +0.7%
SPIA
134
Steward Partners Investment Advisory
New York
$1.06M +$102K +900 +11%
IPA
135
Investment Planning Advisors
Georgia
$1.03M +$790 +7 +0.1%
MA
136
Mutual Advisors
Nebraska
$1.03M -$24.6K -218 -2%
BCM
137
Brookstone Capital Management
Illinois
$1.01M -$19.4K -172 -2%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$982K +$38.5K +341 +4%
OFS
139
OneAscent Financial Services
Alabama
$941K -$180K -1,591 -16%
RPGNY
140
Retirement Planning Group (New York)
New York
$931K -$103K -909 -10%
EFG
141
Ethos Financial Group
Pennsylvania
$922K -$18.3K -162 -2%
CW
142
CreativeOne Wealth
Kansas
$890K +$181K +1,601 +26%
FW
143
Fairway Wealth
Ohio
$888K +$232K +2,057 +36%
CAG
144
Centerpoint Advisory Group
Kansas
$883K +$33.9K +300 +4%
WA
145
WBH Advisory
Maryland
$866K -$66.4K -588 -7%
BFS
146
BridgePort Financial Solutions
Iowa
$861K -$173K -1,530 -17%
AWM
147
Avaii Wealth Management
Wisconsin
$830K -$33.9K -300 -4%
Citadel Advisors
148
Citadel Advisors
Florida
$780K -$255K -2,255 -25%
PM
149
Phraction Management
Connecticut
$764K
WLPWM
150
Walled Lake Planning & Wealth Management
Illinois
$752K +$9.94K +88 +1%