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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

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:

more ownership

Funds ownership:

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
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
WMR
126
Wealth Management Resources
Rhode Island
$1.18M
ASN
127
Advisory Services Network
Georgia
$1.14M
QCM
128
Quantinno Capital Management
New York
$1.12M
Northern Trust
129
Northern Trust
Illinois
$1.12M
SF
130
Summit Financial
New Jersey
$1.09M
Fidelity Investments
131
Fidelity Investments
Massachusetts
$1.08M
LA
132
Latitude Advisors
Florida
$1.07M
SA
133
Sanctuary Advisors
Indiana
$1.06M
SPIA
134
Steward Partners Investment Advisory
New York
$1.06M
IPA
135
Investment Planning Advisors
Georgia
$1.03M
MA
136
Mutual Advisors
Nebraska
$1.03M
BCM
137
Brookstone Capital Management
Illinois
$1.01M
VAS
138
Vestmark Advisory Solutions
Massachusetts
$982K
OFS
139
OneAscent Financial Services
Alabama
$941K
RPGNY
140
Retirement Planning Group (New York)
New York
$931K
EFG
141
Ethos Financial Group
Pennsylvania
$922K
CW
142
CreativeOne Wealth
Kansas
$890K
FW
143
Fairway Wealth
Ohio
$888K
CAG
144
Centerpoint Advisory Group
Kansas
$883K
WA
145
WBH Advisory
Maryland
$866K
BFS
146
BridgePort Financial Solutions
Iowa
$861K
AWM
147
Avaii Wealth Management
Wisconsin
$830K
Citadel Advisors
148
Citadel Advisors
Florida
$780K
PM
149
Phraction Management
Connecticut
$764K
WLPWM
150
Walled Lake Planning & Wealth Management
Illinois
$752K