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Invesco S&P 500 GARP ETF

298 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 18 funds opening new positions, 85 increasing their positions, 128 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% less ownership

Funds ownership: 60.71%59% (-1.7%)

7% less funds holding

Funds holding: 322298 (-24)

15% less capital invested

Capital invested by funds: $1.48B → $1.25B (-$227M)

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 128

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

Holders
298
Holders Change
-24
Holders Change %
-7.45%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
18
Increased
85
Reduced
128
Closed
36
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Sagespring Wealth Partners
Tennessee
$424K -$38.9K -342 -8%
SFG
177
Sovereign Financial Group
Connecticut
$403K -$36.2K -318 -8%
RFW
178
Redwood Family Wealth
Texas
$392K -$40.7K -358 -9%
VVP
179
Venture Visionary Partners
Ohio
$385K
BCA
180
Bay Colony Advisors
Massachusetts
$380K -$73.8K -649 -16%
FC
181
Fairscale Capital
New Hampshire
$372K
Stifel Financial
182
Stifel Financial
Missouri
$371K -$98.7K -868 -20%
SA
183
Sanctuary Advisors
Indiana
$368K -$672K -5,912 -63%
TSS
184
Two Sigma Securities
New York
$362K +$167K +1,471 +78%
OFG
185
Opulen Financial Group
Virginia
$361K +$1.14K +10 +0.3%
LIM
186
Leavell Investment Management
Alabama
$360K
AQR Capital Management
187
AQR Capital Management
Connecticut
$360K
CB
188
Commerce Bank
Missouri
$348K
CF
189
Claris Financial
Virginia
$343K
EWM
190
Empirical Wealth Management
Washington
$343K -$30.1K -265 -8%
OWP
191
Obermeyer Wealth Partners
Colorado
$342K +$569 +5 +0.2%
TC
192
TAGStone Capital
North Carolina
$339K +$110K +971 +45%
SPI
193
Santori & Peters Inc
Pennsylvania
$336K +$14.9K +131 +4%
VP
194
Verum Partners
North Carolina
$330K +$1.14K +10 +0.3%
CIA
195
Concurrent Investment Advisors
Florida
$324K +$38.9K +342 +13%
AC
196
Avestar Capital
New York
$321K -$4.66K -41 -1%
RF
197
Rossby Financial
Florida
$318K +$335K +2,943 New
CA
198
Calton & Associates
Florida
$304K -$78.7K -692 -20%
IA
199
IFP Advisors
Florida
$303K -$120K -1,051 -27%
SFC
200
Summit Financial Consulting
Michigan
$303K -$1.93K -17 -0.6%