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Invesco S&P 500 GARP ETF

321 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, 139 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 (-$145M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

Holders
321
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
JCM
151
Jacobi Capital Management
Pennsylvania
$735K
PWP
152
Prasad Wealth Partners
Ohio
$728K
AA
153
Armis Advisers
Georgia
$728K
SPWM
154
Schrum Private Wealth Management
Florida
$711K
KWM
155
Kingsview Wealth Management
Oregon
$702K
US Bancorp
156
US Bancorp
Minnesota
$659K
CAG
157
Csenge Advisory Group
Florida
$653K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$646K
IRC
159
Investors Research Corp
Georgia
$636K
BONH
160
Bank of New Hampshire
New Hampshire
$622K
SFA
161
Sequoia Financial Advisors
Ohio
$605K
Citigroup
162
Citigroup
New York
$576K
WA
163
Whipplewood Advisors
Colorado
$565K
IFWM
164
Institute for Wealth Management
Colorado
$543K
PA
165
PFG Advisors
Arizona
$537K
CWM
166
Cornerstone Wealth Management
Missouri
$537K
IP
167
Integras Partners
Georgia
$535K
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$524K
HNW
169
High Note Wealth
Minnesota
$524K
SEIA
170
Signature Estate & Investment Advisors
California
$517K
IAIM
171
International Assets Investment Management
Florida
$509K
Comerica Bank
172
Comerica Bank
Texas
$499K
Stifel Financial
173
Stifel Financial
Missouri
$492K
HA
174
Herold Advisors
New York
$489K
HGA
175
Hobbs Group Advisors
South Carolina
$488K