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Invesco S&P 500 GARP ETF

321 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, 139 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$145M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

Holders
321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$421K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
201
Obermeyer Wealth Partners
Colorado
$361K
VP
202
Verum Partners
North Carolina
$348K
AC
203
Avestar Capital
New York
$344K
SPI
204
Santori & Peters Inc
Pennsylvania
$340K
AFP
205
ATX Financial Planning
Texas
$339K
BW
206
BIP Wealth
Georgia
$338K
FTWA
207
Fifth Third Wealth Advisors
Ohio
$332K
PWM
208
Puff Wealth Management
New Jersey
$329K
SFC
209
Summit Financial Consulting
Michigan
$322K
NP
210
NorthRock Partners
Minnesota
$314K
PSCM
211
Per Stirling Capital Management
Texas
$310K
MFG
212
Merit Financial Group
Georgia
$309K
IBOK
213
Independence Bank of Kentucky
Kentucky
$307K
VA
214
Valmark Advisers
Ohio
$307K
FHC
215
First Heartland Consultants
Missouri
$307K
CIA
216
Concurrent Investment Advisors
Florida
$304K
LSWP
217
Liberty Square Wealth Partners
Pennsylvania
$301K
GC
218
Grimes & Company
Massachusetts
$301K
CL
219
Choreo LLC
Illinois
$294K
BNMT
220
Bawa N Mallick Trust
New York
$285K
OWA
221
Opal Wealth Advisors
New York
$283K
CCA
222
Clearwater Capital Advisors
Illinois
$281K
SWMG
223
Sard Wealth Management Group
Georgia
$267K
SG
224
Sankala Group
Colorado
$267K
CPL
225
CAP Partners LLC
Tennessee
$265K