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Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$421K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Claris Financial
Virginia
$363K
OWP
202
Obermeyer Wealth Partners
Colorado
$361K
VP
203
Verum Partners
North Carolina
$348K
AC
204
Avestar Capital
New York
$344K
SPI
205
Santori & Peters Inc
Pennsylvania
$340K
AFP
206
ATX Financial Planning
Texas
$339K
BW
207
BIP Wealth
Georgia
$338K
FTWA
208
Fifth Third Wealth Advisors
Ohio
$332K
PWM
209
Puff Wealth Management
New Jersey
$329K
SFC
210
Summit Financial Consulting
Michigan
$322K
NP
211
NorthRock Partners
Minnesota
$314K
PSCM
212
Per Stirling Capital Management
Texas
$310K
MFG
213
Merit Financial Group
Georgia
$309K
IBOK
214
Independence Bank of Kentucky
Kentucky
$307K
VA
215
Valmark Advisers
Ohio
$307K
FHC
216
First Heartland Consultants
Missouri
$307K
CIA
217
Concurrent Investment Advisors
Florida
$304K
LSWP
218
Liberty Square Wealth Partners
Pennsylvania
$301K
GC
219
Grimes & Company
Massachusetts
$301K
CL
220
Choreo LLC
Illinois
$294K
BNMT
221
Bawa N Mallick Trust
New York
$285K
OWA
222
Opal Wealth Advisors
New York
$283K
CCA
223
Clearwater Capital Advisors
Illinois
$281K
SWMG
224
Sard Wealth Management Group
Georgia
$267K
SG
225
Sankala Group
Colorado
$267K