Invesco S&P 500 GARP ETF
SPGP
65 hedge funds and large institutions have $338M invested in Invesco S&P 500 GARP ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.
2,707% more capital inflows, than outflows
Capital inflows: $190M | Capital outflows: $6.76M
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
21.41% more ownership
Funds ownership: 40.01% → 61.42% (+21%)
18% more funds holding
Funds holding: 55 → 65 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Silicon Valley Capital Partners
San Jose,
California
|
+$82.7M |
| 2 |
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$56.8M |
| 3 |
Morgan Stanley
New York
|
+$10.4M |
| 4 |
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$10.1M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.18M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.64M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$456K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$287K |
| 5 |
Liberty One Investment Management
Libertyville,
Illinois
|
-$260K |
SPGP Hedge Fund Activity: Q2 2021 in Review
65 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2021, worth a combined $338M — up 123% from $151M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPGP positions and 3 closed out — a net gain of 12 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Silicon Valley Capital Partners, adding an estimated $82.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.18M.
- 65 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2021, up from 55 in Q1 2021.
- Funds reported $338M of Invesco S&P 500 GARP ETF stock for Q2 2021, up 123% quarter-over-quarter.
- 15 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2021 and 3 closed out, a net change of +12 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q2 2021 was Silicon Valley Capital Partners, an estimated $82.7M added.
- The largest Invesco S&P 500 GARP ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2021.