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Invesco S&P 500 GARP ETF

310 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$711K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
201
AQR Capital Management
Connecticut
$360K
OFG
202
Opulen Financial Group
Virginia
$359K
US Bancorp
203
US Bancorp
Minnesota
$348K
CB
204
Commerce Bank
Missouri
$348K
CIA
205
Concurrent Investment Advisors
Florida
$336K
PWM
206
Puff Wealth Management
New Jersey
$334K
SFC
207
Summit Financial Consulting
Michigan
$330K
VP
208
Verum Partners
North Carolina
$328K
GIA
209
Gladstone Institutional Advisory
Florida
$321K
ACM
210
Andina Capital Management
Utah
$316K
FTWA
211
Fifth Third Wealth Advisors
Ohio
$315K
EWM
212
Empirical Wealth Management
Washington
$311K
WBG
213
Wharton Business Group
Pennsylvania
$305K
MFG
214
Merit Financial Group
Georgia
$303K
AAG
215
Armstrong Advisory Group
Massachusetts
$303K
PSCM
216
Per Stirling Capital Management
Texas
$294K
GC
217
Grimes & Company
Massachusetts
$293K
PAS
218
PKS Advisory Services
New York
$293K
IBOK
219
Independence Bank of Kentucky
Kentucky
$291K
NF
220
Nvest Financial
New Hampshire
$289K
LSWP
221
Liberty Square Wealth Partners
Pennsylvania
$285K
TC
222
Trilogy Capital
California
$283K
WBC
223
West Branch Capital
Massachusetts
$265K
CIBC World Market
224
CIBC World Market
Ontario, Canada
$262K
CPL
225
CAP Partners LLC
Tennessee
$261K