Invesco S&P 500 GARP ETF
SPGP
41 hedge funds and large institutions have $170M invested in Invesco S&P 500 GARP ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
14% more funds holding
Funds holding: 36 → 41 (+5)
0.03% less ownership
Funds ownership: 73.36% → 73.33% (-0.03%)
12% less capital invested
Capital invested by funds: $192M → $170M (-$22.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.78M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.89M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$1.58M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.6M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$897K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$543K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$389K |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$282K |
SPGP Hedge Fund Activity: Q4 2018 in Review
41 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2018, worth a combined $170M — down 12% from $192M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPGP positions and 6 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Invesco, adding an estimated $6.78M. The largest seller was Morgan Stanley, cutting an estimated $6.6M.
- 41 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2018, up from 36 in Q3 2018.
- Funds reported $170M of Invesco S&P 500 GARP ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 11 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2018 and 6 closed out, a net change of +5 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q4 2018 was Invesco, an estimated $6.78M added.
- The largest Invesco S&P 500 GARP ETF seller in Q4 2018 was Morgan Stanley, an estimated $6.6M sold.
Based on aggregated 13F filings for Q4 2018.