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Invesco S&P 500 GARP ETF

303 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, 78 increasing their positions, 144 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

46% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 144

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$250K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
201
Summit Financial Consulting
Michigan
$340K
FTWA
202
Fifth Third Wealth Advisors
Ohio
$328K
PWM
203
Puff Wealth Management
New Jersey
$327K
CIA
204
Concurrent Investment Advisors
Florida
$322K
AI
205
Atria Investments
North Carolina
$312K
PSCM
206
Per Stirling Capital Management
Texas
$310K
MFG
207
Merit Financial Group
Georgia
$308K
GC
208
Grimes & Company
Massachusetts
$307K
IBOK
209
Independence Bank of Kentucky
Kentucky
$307K
LSWP
210
Liberty Square Wealth Partners
Pennsylvania
$301K
TC
211
Trilogy Capital
California
$289K
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$286K
CCA
213
Clearwater Capital Advisors
Illinois
$280K
CFO
214
CVA Family Office
Colorado
$272K
OWA
215
Opal Wealth Advisors
New York
$271K
ACM
216
Andina Capital Management
Utah
$271K
SF
217
Synovus Financial
Georgia
$271K
SWMG
218
Sard Wealth Management Group
Georgia
$267K
CPL
219
CAP Partners LLC
Tennessee
$265K
CB
220
Cadence Bank
Mississippi
$259K
ONSWM
221
Old North State Wealth Management
North Carolina
$256K
KWM
222
Kingsview Wealth Management
Oregon
$247K
WBG
223
Wharton Business Group
Pennsylvania
$246K
GF
224
Gries Financial
Ohio
$243K
DWM
225
Darwin Wealth Management
Florida
$239K