We are live on ! Find out more
SPGP icon

Invesco S&P 500 GARP ETF

19 hedge funds and large institutions have $157M invested in Invesco S&P 500 GARP ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $156M → $157M (+$681K)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3.01% less ownership

Funds ownership: 86.04%83.04% (-3%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$131M -$8.78M -197,068 -6%
Morgan Stanley
2
Morgan Stanley
New York
$15.5M +$1.54M +34,657 +11%
CCA
3
Clearwater Capital Advisors
Illinois
$2.41M -$63.1K -1,415 -3%
AG
4
Advisor Group
Arizona
$1.88M +$288K +6,452 +18%
Bank of America
5
Bank of America
North Carolina
$1.42M +$67.6K +1,516 +5%
GC
6
Grimes & Company
Massachusetts
$1.21M -$43.3K -971 -4%
LPL Financial
7
LPL Financial
California
$808K -$13.8K -310 -2%
Ameriprise
8
Ameriprise
Minnesota
$398K +$390K +8,756 New
Jane Street
9
Jane Street
New York
$372K -$185K -4,157 -34%
Goldman Sachs
10
Goldman Sachs
New York
$333K -$109K -2,448 -25%
WBG
11
Wharton Business Group
Pennsylvania
$269K
WP
12
WealthPLAN Partners
Nebraska
$250K -$27.4K -614 -10%
AIM
13
Advantage Investment Management
Iowa
$219K
FAAS
14
First Allied Advisory Services
California
$121K +$119K +2,669 New
UBS Group
15
UBS Group
Switzerland
$97K +$56.6K +1,270 +150%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$61K -$8.87K -199 -13%
IA
17
IFP Advisors
Florida
$9K
CA
18
Calton & Associates
Florida
$3K +$3.61K +81 New
X
19
Xponance
Pennsylvania
-$1.67M -39,090 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$533K -12,505 Closed
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
-$317K -7,440 Closed

SPGP Hedge Fund Activity: Q4 2017 in Review

19 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2017, worth a combined $157M — up 0.44% from $156M a quarter earlier.

Fund positioning in SPGP was balanced in Q4 2017: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.54M. The largest seller was Invesco, cutting an estimated $8.78M.

  • 19 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $157M of Invesco S&P 500 GARP ETF stock for Q4 2017, up 0.44% quarter-over-quarter.
  • 3 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2017 and 3 closed out, a net change of 0 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q4 2017 was Morgan Stanley, an estimated $1.54M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q4 2017 was Invesco, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2017.