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Invesco S&P 500 GARP ETF

312 hedge funds and large institutions have $1.75B invested in Invesco S&P 500 GARP ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 171 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 317312 (-5)

2.77% less ownership

Funds ownership: 64.44%61.67% (-2.8%)

15% less capital invested

Capital invested by funds: $2.05B → $1.75B (-$305M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

57% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 171

Holders
312
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
4.11%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
25
Increased
74
Reduced
171
Closed
27
Calls
$711K
Puts
Net Calls
+$711K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$261M -$91.5M -917,545 -27%
LPL Financial
2
LPL Financial
California
$241M -$31.4M -315,307 -12%
Raymond James Financial
3
Raymond James Financial
Florida
$122M -$31.9M -320,379 -22%
Bank of America
4
Bank of America
North Carolina
$111M -$14.3M -143,406 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$63.6M -$277K -2,779 -0.5%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$58.7M -$46.2M -463,540 -46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$38.7M -$1.18M -11,834 -3%
HFS
8
Howard Financial Services
Texas
$37.3M -$819K -8,211 -2%
Wells Fargo
9
Wells Fargo
California
$28.8M -$32M -320,827 -55%
UBS Group
10
UBS Group
Switzerland
$25.6M -$15.3M -153,497 -39%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$23.2M -$7.81M -78,299 -27%
DOA
12
D'Orazio & Associates
Virginia
$21.5M -$4.7M -47,118 -19%
Creative Planning
13
Creative Planning
Kansas
$20.1M -$1.42M -14,276 -7%
CDWM
14
Campbell Deegan Wealth Management
Virginia
$20M +$1.02M +10,237 +6%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$1.42M +14,251 +8%
GRP
16
Global Retirement Partners
California
$19.6M +$18.1M +181,620 New
Osaic Holdings
17
Osaic Holdings
Arizona
$19M -$2.51M -25,153 -12%
CBA
18
Coastal Bridge Advisors
Connecticut
$18.2M +$378K +3,792 +2%
SVCP
19
Silicon Valley Capital Partners
California
$17.5M -$2.98M -29,866 -16%
PIA
20
Perennial Investment Advisors
California
$15.4M -$8.68M -87,038 -38%
CWM
21
Cedar Wealth Management
California
$15.3M -$162K -1,623 -1%
SMM
22
Stadion Money Management
Georgia
$15.1M -$110K -1,100 -0.8%
LFA
23
Longview Financial Advisors
Alabama
$14.5M +$43.6K +437 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M -$4.01M -40,201 -24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13M -$17.4M -174,155 -59%

SPGP Hedge Fund Activity: Q2 2025 in Review

312 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 GARP ETF (SPGP) for Q2 2025, worth a combined $1.75B — down 15% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPGP and 25 opened new positions — a net loss of 2 holders — while 171 trimmed existing stakes and 74 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $6.01M. The largest seller was Morgan Stanley, cutting an estimated $91.5M.

  • 312 institutional investors held Invesco S&P 500 GARP ETF (SPGP) as of Q2 2025, down from 317 in Q1 2025.
  • Funds reported $1.75B of Invesco S&P 500 GARP ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 25 funds opened new Invesco S&P 500 GARP ETF positions in Q2 2025 and 27 closed out, a net change of -2 holders.
  • The largest Invesco S&P 500 GARP ETF buyer in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.01M added.
  • The largest Invesco S&P 500 GARP ETF seller in Q2 2025 was Morgan Stanley, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.