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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

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

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
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
VT
151
Vise Technologies
New York
$751K +$745K +6,596 New
JCM
152
Jacobi Capital Management
Pennsylvania
$735K -$13.8K -122 -2%
PWP
153
Prasad Wealth Partners
Ohio
$728K -$21.1K -187 -3%
AA
154
Armis Advisers
Georgia
$728K +$111K +981 +17%
SPWM
155
Schrum Private Wealth Management
Florida
$711K
KWM
156
Kingsview Wealth Management
Oregon
$702K +$450K +3,988 +183%
US Bancorp
157
US Bancorp
Minnesota
$659K
CAG
158
Csenge Advisory Group
Florida
$653K -$54.4K -482 -8%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$646K -$3.73K -33 -0.6%
IRC
160
Investors Research Corp
Georgia
$636K -$129K -1,144 -17%
BONH
161
Bank of New Hampshire
New Hampshire
$622K -$37.3K -330 -6%
SFA
162
Sequoia Financial Advisors
Ohio
$605K -$145K -1,282 -19%
Citigroup
163
Citigroup
New York
$576K +$426K +3,769 +292%
WA
164
Whipplewood Advisors
Colorado
$565K +$6.21K +55 +1%
IFWM
165
Institute for Wealth Management
Colorado
$543K +$339 +3 +0.1%
PA
166
PFG Advisors
Arizona
$537K -$55K -487 -9%
CWM
167
Cornerstone Wealth Management
Missouri
$537K +$105K +929 +25%
IP
168
Integras Partners
Georgia
$535K -$23.9K -212 -4%
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$524K +$24.2K +214 +5%
HNW
170
High Note Wealth
Minnesota
$524K -$4.18K -37 -0.8%
SEIA
171
Signature Estate & Investment Advisors
California
$517K +$903 +8 +0.2%
IAIM
172
International Assets Investment Management
Florida
$509K -$22.6K -200 -4%
Comerica Bank
173
Comerica Bank
Texas
$499K -$46.3K -410 -9%
Stifel Financial
174
Stifel Financial
Missouri
$492K +$3.27K +29 +0.7%
HA
175
Herold Advisors
New York
$489K -$59.2K -524 -11%