Invesco S&P 500 GARP ETF
SPGP
56 hedge funds and large institutions have $65.2M invested in Invesco S&P 500 GARP ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 10 closing their positions.
2% less funds holding
Funds holding: 57 → 56 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
21.44% less ownership
Funds ownership: 49.59% → 28.15% (-21%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
84% less capital inflows, than outflows
Capital inflows: $10.2M | Capital outflows: $61.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$1.37M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$916K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.23M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$4.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.14M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
-$2.7M |
SPGP Hedge Fund Activity: Q2 2020 in Review
56 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2020, worth a combined $65.2M — down 33% from $96.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SPGP and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 14 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.72M. The largest seller was Morgan Stanley, cutting an estimated $30.7M.
- 56 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2020, down from 57 in Q1 2020.
- Funds reported $65.2M of Invesco S&P 500 GARP ETF stock for Q2 2020, down 33% quarter-over-quarter.
- 9 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2020 and 10 closed out, a net change of -1 holder.
- The largest Invesco S&P 500 GARP ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $2.72M added.
- The largest Invesco S&P 500 GARP ETF seller in Q2 2020 was Morgan Stanley, an estimated $30.7M sold.
Based on aggregated 13F filings for Q2 2020.