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Invesco S&P 500 GARP ETF

299 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 GARP ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

47% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 36

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$506K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
126
Investment Planning Advisors
Georgia
$973K
WWM
127
Whalen Wealth Management
Nevada
$965K
OFS
128
OneAscent Financial Services
Alabama
$925K
ISFAN
129
Investor's Fiduciary Advisor Network
Washington
$922K
MA
130
Mutual Advisors
Nebraska
$890K
BFS
131
BridgePort Financial Solutions
Iowa
$884K
FW
132
Fairway Wealth
Ohio
$882K
WTFG
133
Wood Tarver Financial Group
Idaho
$838K
CAG
134
Centerpoint Advisory Group
Kansas
$835K
FTUS
135
Flow Traders U.S.
New York
$831K
CW
136
CreativeOne Wealth
Kansas
$809K
WA
137
WBH Advisory
Maryland
$804K
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$795K
RPGNY
139
Retirement Planning Group (New York)
New York
$788K
AWM
140
Avaii Wealth Management
Wisconsin
$774K
CIS
141
Custom Index Systems
New York
$757K
SWP
142
Stratos Wealth Partners
Ohio
$755K
VT
143
Vise Technologies
New York
$751K
IAA
144
Independent Advisor Alliance
North Carolina
$727K
Northern Trust
145
Northern Trust
Illinois
$726K
PM
146
Phraction Management
Connecticut
$722K
JCM
147
Jacobi Capital Management
Pennsylvania
$694K
KWM
148
Kingsview Wealth Management
Oregon
$692K
SPWM
149
Schrum Private Wealth Management
Florida
$672K
PWP
150
Prasad Wealth Partners
Ohio
$650K