Invesco S&P 500 GARP ETF
SPGP
23 hedge funds and large institutions have $158M invested in Invesco S&P 500 GARP ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
21% more funds holding
Funds holding: 19 → 23 (+4)
1% more capital invested
Capital invested by funds: $157M → $158M (+$1.48M)
3.85% less ownership
Funds ownership: 83.04% → 79.19% (-3.8%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 3 |
Jane Street
New York
|
+$875K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$283K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.7M |
| 2 |
Goldman Sachs
New York
|
-$333K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$184K |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$145K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$121K |
SPGP Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q1 2018, worth a combined $158M — up 0.94% from $157M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPGP positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.05M. The largest seller was Invesco, cutting an estimated $11.7M.
- 23 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q1 2018, up from 19 in Q4 2017.
- Funds reported $158M of Invesco S&P 500 GARP ETF stock for Q1 2018, up 0.94% quarter-over-quarter.
- 7 funds opened new Invesco S&P 500 GARP ETF positions in Q1 2018 and 3 closed out, a net change of +4 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $4.05M added.
- The largest Invesco S&P 500 GARP ETF seller in Q1 2018 was Invesco, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2018.