SPGP icon

Invesco S&P 500 GARP ETF
SPGP

Overview Fund Activity

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.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.02M
3
Jane Street
3
Jane Street
New York
$1.25M
4
WBC
4
West Branch Capital
Massachusetts
$358K
5
AWM
5
AE Wealth Management
Kansas
$279K

Top Sellers

1
Invesco
1
Invesco
Georgia
$126M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
CCA
3
Clearwater Capital Advisors
Illinois
$2.34M
4
GC
4
Grimes & Company
Massachusetts
$1.12M
5
FAAS
5
First Allied Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$126M 2,643,402 -243,673 -8%
Morgan Stanley
2
Morgan Stanley
New York
$20.2M 426,081 +84,020 +25%
CCA
3
Clearwater Capital Advisors
Illinois
$2.34M 49,189 -3,819 -7%
AG
4
Advisor Group
Arizona
$2.24M 47,058 +5,617 +14%
Bank of America
5
Bank of America
North Carolina
$1.46M 30,665 -515 -2%
Jane Street
6
Jane Street
New York
$1.25M 26,355 +18,156 +221%
GC
7
Grimes & Company
Massachusetts
$1.12M 23,536 -3,014 -11%
Citadel Advisors
8
Citadel Advisors
Florida
$1.02M 21,478 +21,478 New
LPL Financial
9
LPL Financial
California
$807K 16,996 -796 -4%
Ameriprise
10
Ameriprise
Minnesota
$382K 7,946 -810 -9%
WBC
11
West Branch Capital
Massachusetts
$358K 7,541 +7,541 New
WBG
12
Wharton Business Group
Pennsylvania
$281K 5,925 – –
AWM
13
AE Wealth Management
Kansas
$279K 5,881 +5,881 New
WP
14
WealthPLAN Partners
Nebraska
$240K 5,042 -468 -8%
AIM
15
Advantage Investment Management
Iowa
$238K 5,001 +184 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$63K 1,335 +1 +0.1%
SEI Investments
17
SEI Investments
Pennsylvania
$57K 1,200 +1,200 New
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K 516 +516 New
UBS Group
19
UBS Group
Switzerland
$14K 300 -1,816 -86%
GFP
20
Gryphon Financial Partners
Ohio
$10K 210 +210 New
IA
21
IFP Advisors
Florida
$9K 195 – –
SWP
22
Stratos Wealth Partners
Ohio
$6K 120 +120 New
Goldman Sachs
23
Goldman Sachs
New York
– – -7,331 Closed
FAAS
24
First Allied Advisory Services
California
– – -2,669 Closed
CA
25
Calton & Associates
Florida
– – -81 Closed
1
2