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Invesco S&P 500 GARP ETF

18 hedge funds and large institutions have $114M invested in Invesco S&P 500 GARP ETF in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.54% more ownership

Funds ownership: 83.5%89.04% (+5.5%)

5% less funds holding

Funds holding: 1918 (-1)

6% less capital invested

Capital invested by funds: $121M → $114M (-$7.71M)

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change

SPGP Hedge Fund Activity: Q4 2016 in Review

18 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2016, worth a combined $114M — down 6.4% from $121M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SPGP and 0 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 2 added.

The largest buyer was Clearwater Capital Advisors, adding an estimated $238K. The largest seller was Invesco, cutting an estimated $2.69M.

  • 18 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2016, down from 19 in Q3 2016.
  • Funds reported $114M of Invesco S&P 500 GARP ETF stock for Q4 2016, down 6.4% quarter-over-quarter.
  • 0 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2016 and 1 closed out, a net change of -1 holder.
  • The largest Invesco S&P 500 GARP ETF buyer in Q4 2016 was Clearwater Capital Advisors, an estimated $238K added.
  • The largest Invesco S&P 500 GARP ETF seller in Q4 2016 was Invesco, an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2016.