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Invesco S&P 500 GARP ETF
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Overview Fund Activity

315 hedge funds and large institutions have $2.05B invested in Invesco S&P 500 GARP ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 99 increasing their positions, 146 reducing their positions, and 35 closing their positions.

Holders
315
Holders Change
-21
Holders Change %
-6.25%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
24
Increased
99
Reduced
146
Closed
35
Calls
$629K
Puts
$170K
Net Calls
+$459K
Net Calls Change
+$239K

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$16.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.19M
3
HFS
3
Howard Financial Services
Texas
$35.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.36M
5
GWM
5
Geneos Wealth Management
Colorado
$7.85M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$0
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$29.3M
3
LPL Financial
3
LPL Financial
California
$255M
4
Morgan Stanley
4
Morgan Stanley
New York
$334M
5
SVCP
5
Silicon Valley Capital Partners
California
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$334M 3,340,525 -333,400 -9%
LPL Financial
2
LPL Financial
California
$255M 2,557,114 -655,924 -20%
Raymond James Financial
3
Raymond James Financial
Florida
$145M 1,449,956 -223,852 -13%
Bank of America
4
Bank of America
North Carolina
$117M 1,169,884 -74,071 -6%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$101M 1,008,691 -43,770 -4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$59.2M 593,037 -104,643 -15%
Wells Fargo
7
Wells Fargo
California
$58.7M 587,875 +22,229 +4%
UBS Group
8
UBS Group
Switzerland
$39.1M 391,641 -8,878 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.1M 371,137 -22,647 -6%
HFS
10
Howard Financial Services
Texas
$35.4M 354,389 +43,077 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$29.5M 295,289 -109,855 -27%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$29.3M 293,691 -1,121,678 -79%
AAG
13
Armstrong Advisory Group
Massachusetts
$27.2M 259,817 – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$25.9M 259,480 -54,515 -17%
DOA
15
D'Orazio & Associates
Virginia
$24.7M 246,818 -10,609 -4%
PIA
16
Perennial Investment Advisors
California
$23M 230,258 +14,991 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$20.2M 201,942 -29,339 -13%
Creative Planning
18
Creative Planning
Kansas
$20M 200,730 +5,056 +3%
SVCP
19
Silicon Valley Capital Partners
California
$19M 192,261 -302,263 -61%
Ameriprise
20
Ameriprise
Minnesota
$17.6M 176,543 -4,701 -3%
CDWM
21
Campbell Deegan Wealth Management
Virginia
$17.5M 175,397 +11,290 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.8M 168,419 -63,591 -27%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$16.8M 168,179 +3,430 +2%
GC
24
Grange Capital
Oregon
$16.7M 166,727 +2,301 +1%
CBA
25
Coastal Bridge Advisors
Connecticut
$16.5M 165,311 +165,311 New
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