Invesco S&P 500 GARP ETF
SPGP
22 hedge funds and large institutions have $98.6M invested in Invesco S&P 500 GARP ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
16% more funds holding
Funds holding: 19 → 22 (+3)
4% more capital invested
Capital invested by funds: $94.5M → $98.6M (+$4.06M)
2.8% less ownership
Funds ownership: 71.6% → 68.8% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.79M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.41M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.22M |
| 4 |
LPL Financial
San Diego,
California
|
+$473K |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$253K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$98 |
SPGP Hedge Fund Activity: Q1 2015 in Review
22 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q1 2015, worth a combined $98.6M — up 4.3% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPGP positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.79M. The largest seller was Invesco, cutting an estimated $3.14M.
- 22 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q1 2015, up from 19 in Q4 2014.
- Funds reported $98.6M of Invesco S&P 500 GARP ETF stock for Q1 2015, up 4.3% quarter-over-quarter.
- 6 funds opened new Invesco S&P 500 GARP ETF positions in Q1 2015 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q1 2015 was Citadel Advisors, an estimated $1.79M added.
- The largest Invesco S&P 500 GARP ETF seller in Q1 2015 was Invesco, an estimated $3.14M sold.
Based on aggregated 13F filings for Q1 2015.