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Invesco S&P 500 GARP ETF

306 hedge funds and large institutions have $1.62B invested in Invesco S&P 500 GARP ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1.15% less ownership

Funds ownership: 61.67%60.52% (-1.2%)

2% less funds holding

Funds holding: 312306 (-6)

7% less capital invested

Capital invested by funds: $1.75B → $1.62B (-$125M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

45% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 144

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
25
Increased
79
Reduced
144
Closed
25
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$487K -$196K -1,773 -29%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$471K -$35.9K -324 -7%
ISFAN
178
Investor's Fiduciary Advisor Network
Washington
$457K -$1.55K -14 -0.3%
BCA
179
Bay Colony Advisors
Massachusetts
$456K +$21.7K +196 +5%
GVAG
180
Great Valley Advisor Group
Delaware
$456K +$207K +1,869 +87%
CAM
181
Clark Asset Management
New Hampshire
$455K
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$454K
CL
183
Choreo LLC
Illinois
$442K -$132K -1,193 -23%
HI
184
Harbour Investments
Wisconsin
$441K +$7.76K +70 +2%
IA
185
IFP Advisors
Florida
$440K -$33.2K -300 -7%
LIM
186
Leavell Investment Management
Alabama
$431K -$77.6K -700 -16%
CWM
187
Cornerstone Wealth Management
Missouri
$430K +$37.5K +338 +10%
FC
188
Fairscale Capital
New Hampshire
$423K
VVP
189
Venture Visionary Partners
Ohio
$406K
SB
190
Strategic Blueprint
Georgia
$392K -$2.9M -26,153 -88%
EWM
191
Empirical Wealth Management
Washington
$392K +$62.4K +563 +20%
CAGAS
192
Capital Advisory Group Advisory Services
Minnesota
$391K -$2.55K -23 -0.7%
AQR Capital Management
193
AQR Capital Management
Connecticut
$380K
OFG
194
Opulen Financial Group
Virginia
$380K +$443 +4 +0.1%
CAS
195
Coppell Advisory Solutions
Texas
$377K -$524K -4,727 -59%
SPI
196
Santori & Peters Inc
Pennsylvania
$369K -$5.21M -46,990 -94%
CB
197
Commerce Bank
Missouri
$367K
AC
198
Avestar Capital
New York
$351K +$343K +3,092 New
VP
199
Verum Partners
North Carolina
$346K +$554 +5 +0.2%
DWM
200
Drive Wealth Management
Utah
$345K -$41.8K -377 -11%