Invesco S&P 500 GARP ETF
SPGP
340 hedge funds and large institutions have $3.29B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 32 closing their positions.
3,316% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $31K
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
20% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 112
4% more funds holding
Funds holding: 326 → 340 (+14)
0.8% less ownership
Funds ownership: 69.69% → 68.89% (-0.8%)
4% less capital invested
Capital invested by funds: $3.43B → $3.29B (-$137M)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$23.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$22.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.4M |
| 4 |
Goldman Sachs
New York
|
+$14.9M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$19.9M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$19.2M |
| 5 |
4WM
49 Wealth Management
Austin,
Texas
|
-$17.9M |
SPGP Hedge Fund Activity: Q2 2024 in Review
340 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2024, worth a combined $3.29B — down 4% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPGP positions and 32 closed out — a net gain of 18 holders — while 134 added to existing stakes and 112 trimmed.
The largest buyer was Armstrong Advisory Group, opening a new position worth an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $25.6M.
- 340 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2024, up from 326 in Q1 2024.
- Funds reported $3.29B of Invesco S&P 500 GARP ETF stock for Q2 2024, down 4% quarter-over-quarter.
- 50 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2024 and 32 closed out, a net change of +18 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q2 2024 was Armstrong Advisory Group, an estimated $23.3M added.
- The largest Invesco S&P 500 GARP ETF seller in Q2 2024 was Morgan Stanley, an estimated $25.6M sold.
Based on aggregated 13F filings for Q2 2024.