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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 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:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
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
PWP
151
Prasad Wealth Partners
Ohio
$728K
SPWM
152
Schrum Private Wealth Management
Florida
$711K
KWM
153
Kingsview Wealth Management
Oregon
$702K
US Bancorp
154
US Bancorp
Minnesota
$659K
CAG
155
Csenge Advisory Group
Florida
$653K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$646K
IRC
157
Investors Research Corp
Georgia
$636K
SFA
158
Sequoia Financial Advisors
Ohio
$605K
Citigroup
159
Citigroup
New York
$576K
WA
160
Whipplewood Advisors
Colorado
$565K
IFWM
161
Institute for Wealth Management
Colorado
$543K
PA
162
PFG Advisors
Arizona
$537K
CWM
163
Cornerstone Wealth Management
Missouri
$537K
IP
164
Integras Partners
Georgia
$535K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$524K
HNW
166
High Note Wealth
Minnesota
$524K
SEIA
167
Signature Estate & Investment Advisors
California
$517K
IAIM
168
International Assets Investment Management
Florida
$509K
Comerica Bank
169
Comerica Bank
Texas
$499K
Stifel Financial
170
Stifel Financial
Missouri
$492K
HA
171
Herold Advisors
New York
$489K
HGA
172
Hobbs Group Advisors
South Carolina
$488K
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$487K
SWP
174
Sagespring Wealth Partners
Tennessee
$487K
BCA
175
Bay Colony Advisors
Massachusetts
$476K