SPGP icon

Invesco S&P 500 GARP ETF
SPGP

Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
176
Lion Street Advisors
Texas
$419K +$419K +4,588 New
KWM
177
Kingsview Wealth Management
Oregon
$415K +$415K +4,551 New
GC
178
Grimes & Company
Massachusetts
$415K -$177K -1,945 -30%
PWM
179
Perigon Wealth Management
California
$405K +$32K +351 +9%
CIBC World Market
180
CIBC World Market
Ontario, Canada
$380K -$5.09M -55,804 -93%
I
181
INVST
Indiana
$379K +$379K +4,152 New
WLPWM
182
Walled Lake Planning & Wealth Management
Illinois
$372K +$11.8K +129 +3%
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$365K +$365K +4,000 New
AWM
184
AE Wealth Management
Kansas
$351K +$12.6K +138 +4%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$344K +$1.1K +12 +0.3%
Corient Private Wealth
186
Corient Private Wealth
Florida
$343K +$343K +3,763 New
US Bancorp
187
US Bancorp
Minnesota
$335K -$229K -2,508 -41%
BIA
188
Barry Investment Advisors
Massachusetts
$324K +$90.5K +992 +39%
PMG
189
ProVise Management Group
Florida
$299K +$21.1K +231 +8%
LFA
190
LGT Financial Advisors
Texas
$283K +$40.6K +445 +17%
PSCM
191
Per Stirling Capital Management
Texas
$276K -$161K -1,770 -37%
VP
192
Verum Partners
North Carolina
$274K +$1K +11 +0.4%
CW
193
CreativeOne Wealth
Kansas
$272K +$15.7K +172 +6%
WBC
194
West Branch Capital
Massachusetts
$262K -$14.6K -160 -5%
AWM
195
Aspire Wealth Management
Massachusetts
$260K – – –
WBG
196
Wharton Business Group
Pennsylvania
$258K – – –
CWA
197
Canvas Wealth Advisors
Kansas
$255K -$22.8K -255 -8%
SYBT
198
Stock Yards Bank & Trust
Kentucky
$246K – – –
IWM
199
Iams Wealth Management
Nebraska
$246K +$246K +2,694 New
SMC
200
Smith, Moore & Co
Missouri
$240K -$15.7K -172 -6%
6 7
8
9 10