We are live on ! Find out more
SPGP icon

Invesco S&P 500 GARP ETF

322 hedge funds and large institutions have $1.48B invested in Invesco S&P 500 GARP ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more funds holding

Funds holding: 306322 (+16)

0.19% more ownership

Funds ownership: 60.52%60.71% (+0.19%)

9% less capital invested

Capital invested by funds: $1.62B → $1.48B (-$143M)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 140

Holders
322
Holders Change
+16
Holders Change %
+5.23%
% of All Funds
3.92%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
41
Increased
84
Reduced
140
Closed
23
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$236M -$14.3M -126,231 -6%
LPL Financial
2
LPL Financial
California
$147M -$35.2M -311,871 -19%
Raymond James Financial
3
Raymond James Financial
Florida
$92M -$35M -309,714 -28%
Bank of America
4
Bank of America
North Carolina
$85.6M -$22.4M -197,962 -21%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$50.1M -$4.23M -37,452 -8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$42.6M -$76.8K -680 -0.2%
HFS
7
Howard Financial Services
Texas
$38.2M -$1.07M -9,443 -3%
MWM
8
Modern Wealth Management
Kansas
$27.5M -$256K -2,269 -0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.4M -$1.95M -17,259 -8%
CDWM
10
Campbell Deegan Wealth Management
Virginia
$22M +$660K +5,843 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.2M +$445K +3,941 +2%
CBA
12
Coastal Bridge Advisors
Connecticut
$19.3M +$77.5K +686 +0.4%
UBS Group
13
UBS Group
Switzerland
$18.4M -$934K -8,270 -5%
Creative Planning
14
Creative Planning
Kansas
$18.3M -$1.68M -14,910 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$18.3M -$3.94M -34,854 -18%
Wells Fargo
16
Wells Fargo
California
$15.6M -$2.46M -21,811 -14%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$15.2M -$2.08M -18,442 -12%
SMM
18
Stadion Money Management
Georgia
$15.1M -$136K -1,200 -0.9%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$14.8M +$543K +4,813 +4%
DOA
20
D'Orazio & Associates
Virginia
$14.5M -$1.77M -15,641 -11%
CWM
21
Cedar Wealth Management
California
$14.5M -$1.09M -9,680 -7%
WMG
22
WESCAP Management Group
California
$13.9M +$605K +5,355 +5%
GC
23
Grange Capital
Oregon
$13.6M +$121K +1,072 +0.9%
SVCP
24
Silicon Valley Capital Partners
California
$13.5M -$1.17M -10,340 -8%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$13.3M -$849K -7,521 -6%