Invesco S&P 500 GARP ETF
SPGP
98 hedge funds and large institutions have $463M invested in Invesco S&P 500 GARP ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
3% more funds holding
Funds holding: 95 → 98 (+3)
4% less capital invested
Capital invested by funds: $485M → $463M (-$21.6M)
7.25% less ownership
Funds ownership: 58.45% → 51.2% (-7.2%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 2 |
AC
Avestar Capital
New York
|
+$9.93M |
| 3 |
JP Morgan Chase
New York
|
+$8.14M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.1M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$20.8M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$18.9M |
| 3 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$15.3M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$11.5M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.49M |
SPGP Hedge Fund Activity: Q1 2022 in Review
98 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q1 2022, worth a combined $463M — down 4.5% from $485M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPGP positions and 12 closed out — a net gain of 6 holders — while 39 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was Braun-Bostich & Associates, exiting entirely with an estimated $20.8M sold.
- 98 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q1 2022, up from 95 in Q4 2021.
- Funds reported $463M of Invesco S&P 500 GARP ETF stock for Q1 2022, down 4.5% quarter-over-quarter.
- 18 funds opened new Invesco S&P 500 GARP ETF positions in Q1 2022 and 12 closed out, a net change of +6 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q1 2022 was LPL Financial, an estimated $12.6M added.
- The largest Invesco S&P 500 GARP ETF seller in Q1 2022 was Braun-Bostich & Associates, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2022.