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Invesco S&P 500 GARP ETF

306 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, 79 increasing their positions, 144 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1.15% less ownership

Funds ownership: 61.67%60.52% (-1.2%)

2% less funds holding

Funds holding: 312306 (-6)

7% less capital invested

Capital invested by funds: $1.75B → $1.62B (-$125M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

45% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 144

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
25
Increased
79
Reduced
144
Closed
25
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
Summit Financial Consulting
Michigan
$340K -$7.54K -68 -2%
FTWA
202
Fifth Third Wealth Advisors
Ohio
$328K -$3.88K -35 -1%
PWM
203
Puff Wealth Management
New Jersey
$327K -$24.8K -224 -7%
CIA
204
Concurrent Investment Advisors
Florida
$322K -$31.4K -283 -9%
AI
205
Atria Investments
North Carolina
$312K -$1.17M -10,588 -79%
PSCM
206
Per Stirling Capital Management
Texas
$310K
MFG
207
Merit Financial Group
Georgia
$308K -$11.6K -105 -4%
GC
208
Grimes & Company
Massachusetts
$307K -$2.11K -19 -0.7%
IBOK
209
Independence Bank of Kentucky
Kentucky
$307K
LSWP
210
Liberty Square Wealth Partners
Pennsylvania
$301K
TC
211
Trilogy Capital
California
$289K -$9.31K -84 -3%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$286K +$278K +2,513 New
BNMT
213
Bawa N Mallick Trust
New York
$284K
CCA
214
Clearwater Capital Advisors
Illinois
$280K +$8.09K +73 +3%
CFO
215
CVA Family Office
Colorado
$272K
OWA
216
Opal Wealth Advisors
New York
$271K -$131K -1,186 -33%
ACM
217
Andina Capital Management
Utah
$271K -$60.8K -549 -19%
SF
218
Synovus Financial
Georgia
$271K -$735K -6,631 -74%
SWMG
219
Sard Wealth Management Group
Georgia
$267K
CPL
220
CAP Partners LLC
Tennessee
$265K -$10.9K -98 -4%
CB
221
Cadence Bank
Mississippi
$259K
ONSWM
222
Old North State Wealth Management
North Carolina
$256K +$332 +3 +0.1%
KWM
223
Kingsview Wealth Management
Oregon
$247K -$20.9K -189 -8%
WBG
224
Wharton Business Group
Pennsylvania
$246K -$73.7K -665 -23%
GF
225
Gries Financial
Ohio
$243K