Invesco S&P 500 GARP ETF
SPGP
338 hedge funds and large institutions have $2.63B invested in Invesco S&P 500 GARP ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 147 reducing their positions, and 33 closing their positions.
210% more call options, than puts
Call options by funds: $325K | Put options by funds: $105K
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
4% more funds holding
Funds holding: 324 → 338 (+14)
2.41% more ownership
Funds ownership: 64.02% → 66.42% (+2.4%)
4% less capital invested
Capital invested by funds: $2.74B → $2.63B (-$113M)
40% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$15.7M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$11.3M |
| 4 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$8.04M |
| 5 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$3.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.3M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$23.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$17.4M |
| 5 |
Goldman Sachs
New York
|
-$16.7M |
SPGP Hedge Fund Activity: Q4 2024 in Review
338 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q4 2024, worth a combined $2.63B — down 4.1% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SPGP positions and 33 closed out — a net gain of 22 holders — while 88 added to existing stakes and 147 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26M. The largest seller was Morgan Stanley, cutting an estimated $34.3M.
- 338 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q4 2024, up from 324 in Q3 2024.
- Funds reported $2.63B of Invesco S&P 500 GARP ETF stock for Q4 2024, down 4.1% quarter-over-quarter.
- 55 funds opened new Invesco S&P 500 GARP ETF positions in Q4 2024 and 33 closed out, a net change of +22 holders.
- The largest Invesco S&P 500 GARP ETF buyer in Q4 2024 was Wells Fargo, an estimated $26M added.
- The largest Invesco S&P 500 GARP ETF seller in Q4 2024 was Morgan Stanley, an estimated $34.3M sold.
Based on aggregated 13F filings for Q4 2024.