Invesco S&P 500 GARP ETF
SPGP
141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.
1,928% more capital inflows, than outflows
Capital inflows: $302M | Capital outflows: $14.9M
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
240% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 20
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
31.07% more ownership
Funds ownership: 59.12% → 90.19% (+31%)
23% more funds holding
Funds holding: 115 → 141 (+26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$87.3M |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
+$54.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.9M |
| 4 |
FFM
Fullerton Fund Management
Singapore
|
+$13.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$3.6M |
| 2 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$3.59M |
| 3 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$3.49M |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$566K |
| 5 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$499K |
SPGP Hedge Fund Activity: Q3 2022 in Review
141 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q3 2022, worth a combined $750M — up 43% from $523M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SPGP positions and 8 closed out — a net gain of 26 holders — while 68 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $87.3M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $3.6M sold.
- 141 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q3 2022, up from 115 in Q2 2022.
- Funds reported $750M of Invesco S&P 500 GARP ETF stock for Q3 2022, up 43% quarter-over-quarter.
- 34 funds opened new Invesco S&P 500 GARP ETF positions in Q3 2022 and 8 closed out, a net change of +26 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q3 2022 was Morgan Stanley, an estimated $87.3M added.
- The largest Invesco S&P 500 GARP ETF seller in Q3 2022 was Advisor Resource Council, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2022.