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Invesco S&P 500 GARP ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-21
Holders Change %
-6.25%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
24
Increased
99
Reduced
146
Closed
35
Calls
$629K
Puts
$170K
Net Calls
+$459K
Net Calls Change
+$239K

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
Goldman Sachs
New York
$4.36M
5
GWM
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
LPL Financial
California
$255M
4
Morgan Stanley
Morgan Stanley
New York
$334M
5
SVCP
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
151
Leavell Investment Management
Alabama
$789K -$6.99K -70 -0.9%
BONH
152
Bank of New Hampshire
New Hampshire
$789K -$49.9K -500 -6%
PM
153
Phraction Management
Connecticut
$780K – – –
CAG
154
Csenge Advisory Group
Florida
$770K -$603K -6,511 -44%
BCM
155
Brookstone Capital Management
Illinois
$734K -$50.3K -504 -6%
BAM
156
Belpointe Asset Management
Nevada
$733K -$360K -3,605 -33%
IRC
157
Investors Research Corp
Georgia
$711K – – –
WLPWM
158
Walled Lake Planning & Wealth Management
Illinois
$710K +$18K +180 +3%
TC
159
TownSquare Capital
Utah
$710K +$710K +7,110 New
CW
160
CreativeOne Wealth
Kansas
$706K -$400 -4 -0.1%
CAG
161
Centerpoint Advisory Group
Kansas
$692K -$20K -200 -3%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$689K +$84.1K +842 +14%
Stifel Financial
163
Stifel Financial
Missouri
$662K -$23M -230,388 -97%
JCM
164
Jacobi Capital Management
Pennsylvania
$651K +$218K +2,185 +50%
BIA
165
Barry Investment Advisors
Massachusetts
$650K -$29.1K -291 -4%
4WM
166
49 Wealth Management
Texas
$637K -$636K -6,372 -50%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$625K -$142K -1,421 -18%
SPWM
168
Schrum Private Wealth Management
Florida
$623K – – –
GSEP
169
Golden State Equity Partners
California
$615K -$254K -2,542 -29%
ACM
170
Andina Capital Management
Utah
$607K -$156K -1,558 -20%
PA
171
PFG Advisors
Arizona
$590K -$29K -290 -5%
Comerica Bank
172
Comerica Bank
Texas
$584K -$158K -1,579 -21%
KPWS
173
Kestra Private Wealth Services
Texas
$574K -$566K -5,664 -50%
IFWM
174
Institute for Wealth Management
Colorado
$570K -$28.8K -288 -5%
OWP
175
Obermeyer Wealth Partners
Colorado
$544K -$273K -2,737 -33%
5 6
7
8 9