Invesco S&P 500 GARP ETF
SPGP
159 hedge funds and large institutions have $1.29B invested in Invesco S&P 500 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 15 closing their positions.
216% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 25
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
72% more capital invested
Capital invested by funds: $750M → $1.29B (+$541M)
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
13% more funds holding
Funds holding: 141 → 159 (+18)
5.17% more ownership
Funds ownership: 63.74% → 68.91% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$88.6M |
| 2 |
Morgan Stanley
New York
|
+$85.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$81.7M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$58.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$18.1M |
| 2 |
FFM
Fullerton Fund Management
Singapore
|
-$12.1M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
-$5.24M |
| 4 |
Goldman Sachs
New York
|
-$4.02M |
| 5 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$2.88M |
SPGP Hedge Fund Activity: Q4 2022 in Review
159 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2022, worth a combined $1.29B — up 72% from $750M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SPGP positions and 15 closed out — a net gain of 21 holders — while 79 added to existing stakes and 25 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $88.6M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $18.1M sold.
- 159 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2022, up from 141 in Q3 2022.
- Funds reported $1.29B of Invesco S&P 500 GARP ETF stock for Q4 2022, up 72% quarter-over-quarter.
- 36 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2022 and 15 closed out, a net change of +21 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q4 2022 was Retirement Planning Group (Kansas), an estimated $88.6M added.
- The largest Invesco S&P 500 GARP ETF seller in Q4 2022 was Affinity Wealth Management, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2022.