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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

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

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
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Claris Financial
Virginia
$363K +$360K +3,185 New
OWP
202
Obermeyer Wealth Partners
Colorado
$361K -$392K -3,471 -52%
VP
203
Verum Partners
North Carolina
$348K +$565 +5 +0.2%
AC
204
Avestar Capital
New York
$344K -$7.57K -67 -2%
SPI
205
Santori & Peters Inc
Pennsylvania
$340K -$29.2K -259 -8%
AFP
206
ATX Financial Planning
Texas
$339K +$336K +2,979 New
BW
207
BIP Wealth
Georgia
$338K +$335K +2,965 New
FTWA
208
Fifth Third Wealth Advisors
Ohio
$332K +$2.82K +25 +0.9%
PWM
209
Puff Wealth Management
New Jersey
$329K +$113 +1 +0%
SFC
210
Summit Financial Consulting
Michigan
$322K -$18.9K -167 -6%
NP
211
NorthRock Partners
Minnesota
$314K +$311K +2,758 New
PSCM
212
Per Stirling Capital Management
Texas
$310K
MFG
213
Merit Financial Group
Georgia
$309K +$113 +1 +0%
IBOK
214
Independence Bank of Kentucky
Kentucky
$307K
VA
215
Valmark Advisers
Ohio
$307K +$305K +2,699 New
FHC
216
First Heartland Consultants
Missouri
$307K -$350K -3,099 -54%
CIA
217
Concurrent Investment Advisors
Florida
$304K -$18.3K -162 -6%
LSWP
218
Liberty Square Wealth Partners
Pennsylvania
$301K
GC
219
Grimes & Company
Massachusetts
$301K -$6.89K -61 -2%
CL
220
Choreo LLC
Illinois
$294K -$151K -1,337 -34%
BNMT
221
Bawa N Mallick Trust
New York
$285K
OWA
222
Opal Wealth Advisors
New York
$283K +$11.3K +100 +4%
CCA
223
Clearwater Capital Advisors
Illinois
$281K
SWMG
224
Sard Wealth Management Group
Georgia
$267K
SG
225
Sankala Group
Colorado
$267K +$261K +2,314 New