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Invesco S&P 500 GARP ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-21
Holders Change %
-6.25%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
24
Increased
99
Reduced
146
Closed
35
Calls
$629K
Puts
$170K
Net Calls
+$459K
Net Calls Change
+$239K

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
Goldman Sachs
New York
$4.36M
5
GWM
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
LPL Financial
California
$255M
4
Morgan Stanley
Morgan Stanley
New York
$334M
5
SVCP
Silicon Valley Capital Partners
California
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
201
Fairscale Capital
New Hampshire
$388K +$3.8K +38 +1%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$379K +$2.2K +22 +0.6%
IWM
203
Iams Wealth Management
Nebraska
$379K +$26.9K +269 +8%
HI
204
Harbour Investments
Wisconsin
$374K -$80.2K -803 -18%
LSWP
205
Liberty Square Wealth Partners
Pennsylvania
$367K – – –
AWA
206
Arete Wealth Advisors
Illinois
$344K +$32.6K +326 +10%
Northern Trust
207
Northern Trust
Illinois
$343K +$111K +1,108 +48%
AQR Capital Management
208
AQR Capital Management
Connecticut
$337K +$337K +3,375 New
OFG
209
Opulen Financial Group
Virginia
$333K +$799 +8 +0.2%
IP
210
Integras Partners
Georgia
$331K -$27.7K -277 -8%
MWAM
211
Manhattan West Asset Management
California
$324K – – –
GIA
212
Gladstone Institutional Advisory
Florida
$322K -$1.3M -13,001 -80%
PWM
213
Puff Wealth Management
New Jersey
$313K -$1.8K -18 -0.6%
GJIA
214
Glass Jacobson Investment Advisors
Maryland
$313K – – –
ACM
215
Advance Capital Management
Michigan
$312K -$23.8K -238 -7%
PSCM
216
Per Stirling Capital Management
Texas
$312K – – –
SFC
217
Summit Financial Consulting
Michigan
$308K +$308K +3,083 New
GVAG
218
Great Valley Advisor Group
Delaware
$306K -$19K -190 -6%
FTWA
219
Fifth Third Wealth Advisors
Ohio
$304K +$18K +180 +6%
VP
220
Verum Partners
North Carolina
$303K +$1.3K +13 +0.4%
DWM
221
Drive Wealth Management
Utah
$294K +$294K +2,940 New
CWM
222
Cornerstone Wealth Management
Missouri
$291K +$291K +2,918 New
EWM
223
Empirical Wealth Management
Washington
$288K -$129K -1,293 -31%
CA
224
Continuum Advisory
Idaho
$286K +$162K +1,617 +130%
WBG
225
Wharton Business Group
Pennsylvania
$283K – – –
7 8
9
10 11