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Invesco S&P 500 GARP ETF

314 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 137 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:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.47B (-$149M)

39% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 137

Holders
314
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
AFP
201
ATX Financial Planning
Texas
$339K
BW
202
BIP Wealth
Georgia
$338K
FTWA
203
Fifth Third Wealth Advisors
Ohio
$332K
PWM
204
Puff Wealth Management
New Jersey
$329K
SFC
205
Summit Financial Consulting
Michigan
$322K
NP
206
NorthRock Partners
Minnesota
$314K
PSCM
207
Per Stirling Capital Management
Texas
$310K
MFG
208
Merit Financial Group
Georgia
$309K
IBOK
209
Independence Bank of Kentucky
Kentucky
$307K
VA
210
Valmark Advisers
Ohio
$307K
FHC
211
First Heartland Consultants
Missouri
$307K
CIA
212
Concurrent Investment Advisors
Florida
$304K
LSWP
213
Liberty Square Wealth Partners
Pennsylvania
$301K
GC
214
Grimes & Company
Massachusetts
$301K
CL
215
Choreo LLC
Illinois
$294K
OWA
216
Opal Wealth Advisors
New York
$283K
CCA
217
Clearwater Capital Advisors
Illinois
$281K
SWMG
218
Sard Wealth Management Group
Georgia
$267K
CPL
219
CAP Partners LLC
Tennessee
$265K
CB
220
Cadence Bank
Mississippi
$260K
CFO
221
CVA Family Office
Colorado
$258K
ONSWM
222
Old North State Wealth Management
North Carolina
$257K
TA
223
Tactive Advisors
Florida
$257K
DWM
224
Darwin Wealth Management
Florida
$254K
AWM
225
Axxcess Wealth Management
California
$253K