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Invesco S&P 500 GARP ETF

21 hedge funds and large institutions have $96.4M invested in Invesco S&P 500 GARP ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 73.78%73.9% (+0.11%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $103M → $96.4M (-$6.94M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$75.3M -$3.81M -113,000 -5%
GC
2
Grimes & Company
Massachusetts
$5.45M -$1.16M -34,417 -17%
Bank of America
3
Bank of America
North Carolina
$3.76M -$739K -21,902 -16%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.29M +$1.66M +49,135 +214%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.12M +$24.4K +723 +1%
Citadel Advisors
6
Citadel Advisors
Florida
$1.59M +$1.69M +50,034 New
LPL Financial
7
LPL Financial
California
$1.52M +$36K +1,067 +2%
WBG
8
Wharton Business Group
Pennsylvania
$1.29M -$78.1K -2,315 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.25M -$449K -13,316 -25%
Jane Street
10
Jane Street
New York
$603K +$407K +12,063 +175%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$392K -$15.9K -471 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$274K +$216K +6,407 +289%
Morgan Stanley
13
Morgan Stanley
New York
$135K -$3.37K -100 -2%
SEIA
14
Signature Estate & Investment Advisors
California
$131K +$10.1K +300 +8%
UBS Group
15
UBS Group
Switzerland
$100K +$49K +1,453 +87%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$77K
BBHC
17
Brown Brothers Harriman & Co
New York
$44K
Creative Planning
18
Creative Planning
Kansas
$41K +$43K +1,275 New
AIG
19
American International Group
New York
$35K -$20K -592 -35%
MFS
20
MSI Financial Services
Massachusetts
$12K -$5.74K -170 -31%
TFA
21
Transamerica Financial Advisors
Florida
-$178K -5,251 Closed
W
22
Wealthfront
California
-$3K -77 Closed

SPGP Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q3 2015, worth a combined $96.4M — down 6.7% from $103M a quarter earlier.

Fund positioning in SPGP was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.69M. The largest seller was Invesco, cutting an estimated $3.81M.

  • 21 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $96.4M of Invesco S&P 500 GARP ETF stock for Q3 2015, down 6.7% quarter-over-quarter.
  • 2 funds opened new Invesco S&P 500 GARP ETF positions in Q3 2015 and 2 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q3 2015 was Citadel Advisors, an estimated $1.69M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q3 2015 was Invesco, an estimated $3.81M sold.

Based on aggregated 13F filings for Q3 2015.