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Invesco S&P 500 GARP ETF

309 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, 75 increasing their positions, 169 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)

56% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 169

Holders
309
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
OFG
201
Opulen Financial Group
Virginia
$359K
US Bancorp
202
US Bancorp
Minnesota
$348K
CB
203
Commerce Bank
Missouri
$348K
CIA
204
Concurrent Investment Advisors
Florida
$336K
PWM
205
Puff Wealth Management
New Jersey
$334K
SFC
206
Summit Financial Consulting
Michigan
$330K
VP
207
Verum Partners
North Carolina
$328K
GIA
208
Gladstone Institutional Advisory
Florida
$321K
ACM
209
Andina Capital Management
Utah
$316K
FTWA
210
Fifth Third Wealth Advisors
Ohio
$315K
EWM
211
Empirical Wealth Management
Washington
$311K
WBG
212
Wharton Business Group
Pennsylvania
$305K
MFG
213
Merit Financial Group
Georgia
$303K
AAG
214
Armstrong Advisory Group
Massachusetts
$303K
PSCM
215
Per Stirling Capital Management
Texas
$294K
GC
216
Grimes & Company
Massachusetts
$293K
PAS
217
PKS Advisory Services
New York
$293K
IBOK
218
Independence Bank of Kentucky
Kentucky
$291K
NF
219
Nvest Financial
New Hampshire
$289K
LSWP
220
Liberty Square Wealth Partners
Pennsylvania
$285K
TC
221
Trilogy Capital
California
$283K
WBC
222
West Branch Capital
Massachusetts
$265K
CIBC World Market
223
CIBC World Market
Ontario, Canada
$262K
CPL
224
CAP Partners LLC
Tennessee
$261K
CCA
225
Clearwater Capital Advisors
Illinois
$258K