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Invesco S&P 500 GARP ETF

300 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, 78 increasing their positions, 141 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

45% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 141

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$250K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$322K
AI
202
Atria Investments
North Carolina
$312K
PSCM
203
Per Stirling Capital Management
Texas
$310K
MFG
204
Merit Financial Group
Georgia
$308K
GC
205
Grimes & Company
Massachusetts
$307K
IBOK
206
Independence Bank of Kentucky
Kentucky
$307K
LSWP
207
Liberty Square Wealth Partners
Pennsylvania
$301K
TC
208
Trilogy Capital
California
$289K
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$286K
CCA
210
Clearwater Capital Advisors
Illinois
$280K
CFO
211
CVA Family Office
Colorado
$272K
OWA
212
Opal Wealth Advisors
New York
$271K
ACM
213
Andina Capital Management
Utah
$271K
SF
214
Synovus Financial
Georgia
$271K
SWMG
215
Sard Wealth Management Group
Georgia
$267K
CPL
216
CAP Partners LLC
Tennessee
$265K
CB
217
Cadence Bank
Mississippi
$259K
ONSWM
218
Old North State Wealth Management
North Carolina
$256K
KWM
219
Kingsview Wealth Management
Oregon
$247K
WBG
220
Wharton Business Group
Pennsylvania
$246K
GF
221
Gries Financial
Ohio
$243K
DWM
222
Darwin Wealth Management
Florida
$239K
OIA
223
OneDigital Investment Advisors
Kansas
$239K
AAG
224
Armstrong Advisory Group
Massachusetts
$238K
TA
225
Tactive Advisors
Florida
$237K