Who Owns Invesco S&P 500 GARP ETF (SPGP)?Hedge Fund & Institutional Holders

$107.96-0.56 (-0.52%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3500014700074e+227T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$86.05$93.96$101.87$109.78$117.69Sep 24Jun 25Mar 26

SPGP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HOWARD FINANCIAL SERVICES, LTD.New Position+336K+$38.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+205K+$23.0M
Coastal Bridge Advisors, LLCNew Position+170K+$19.3M
Sanctuary Advisors, LLCNew Position+144K+$14.9M
JONES FINANCIAL COMPANIES LLLPNew Position+130K+$14.0M
WESCAP Management Group, Inc.New Position+122K+$13.9M
Retirement Planning Group, LLCNew Position+117K+$13.3M
Darrow Company, Inc.New Position+108K+$12.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+87K+$10.2M
Global Retirement Partners, LLCNew Position+89K+$10.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+74K+$8.0M
1900 WEALTH MANAGEMENT LLCNew Position+70K+$8.0M
Elevation Capital Advisory, LLCNew Position+63K+$7.1M
TRUIST FINANCIAL CORPNew Position+62K+$7.0M
D.A. DAVIDSON & CO.New Position+47K+$5.4M

SPGP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-126K-$249.9B
LPL Financial LLCDecreased-312K-$182.5B
RAYMOND JAMES FINANCIAL INCDecreased-310K-$126.9B
BANK OF AMERICA CORP /DE/Decreased-198K-$107.9B
FIFTH THIRD BANCORPDecreased-37K-$54.2B
Modern Wealth Management, LLCDecreased-2K-$27.6B
OSAIC HOLDINGS, INC.Decreased-35K-$22.1B
Wealthcare Advisory Partners LLCDecreased-85K-$21.3B
Creative PlanningDecreased-15K-$20.0B
UBS Group AGDecreased-8K-$19.3B
WELLS FARGO & COMPANY/MNDecreased-22K-$18.0B
Cetera Investment AdvisersDecreased-18K-$17.2B
D'Orazio & Associates, Inc.Decreased-16K-$16.2B
Cedar Wealth Management, LLCDecreased-10K-$15.5B
Stadion Money Management, LLCDecreased-1K-$15.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,072,294$235.0M0.01%Share
2LPL Financial LLC1,295,252$147.0M0.04%Share
3RAYMOND JAMES FINANCIAL INC656,856$74.0M0.02%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO449,537$66.9M0.04%Share
5BANK OF AMERICA CORP /DE/456,679$51.0M0.00%Share
6FIFTH THIRD BANCORP439,630$50.1M0.16%Share
7HOWARD FINANCIAL SERVICES, LTD.335,500$38.2M4.47%Share
8BANK OF AMERICA CORP /DE/294,082$33.0M0.00%Share
9Modern Wealth Management, LLC241,243$27.5M0.50%Share
10COMMONWEALTH EQUITY SERVICES, LLC205,414$23.0M0.03%Share
11Campbell Deegan Wealth Management, LLC193,630$22.0M17.80%Share
12Coastal Bridge Advisors, LLC169,779$19.3M1.44%Share
13ROYAL BANK OF CANADA174,664$19.0M0.00%Share
14Creative Planning160,929$18.0M0.01%Share
15UBS Group AG156,898$17.9M0.00%Share
16RAYMOND JAMES FINANCIAL INC148,380$16.0M0.00%Share
17Stadion Money Management, LLC132,618$15.1M1.22%Share
18OSAIC HOLDINGS, INC.133,079$15.0M0.02%Share
19Cetera Investment Advisers133,109$15.0M0.02%Share
20D'Orazio & Associates, Inc.127,290$14.5M1.85%Share
21Cedar Wealth Management, LLC126,998$14.5M4.33%Share
22JONES FINANCIAL COMPANIES LLLP130,199$14.0M0.01%Share
23WESCAP Management Group, Inc.121,827$13.9M2.81%Share
24Grange Capital, LLC119,715$13.6M13.08%Share
25Silicon Valley Capital Partners118,131$13.4M1.22%Share
26Retirement Planning Group, LLC116,741$13.3M0.44%Share
27Darrow Company, Inc.107,900$12.3M5.52%Share
28Longview Financial Advisors, Inc.107,438$12.2M8.31%Share
29Wealthcare Advisory Partners LLC102,704$11.7M0.23%Share
30HighTower Advisors, LLC97,649$11.0M0.01%Share
31WELLS FARGO & COMPANY/MN103,761$11.0M0.00%Share
32FLAGSHIP HARBOR ADVISORS, LLC92,123$10.5M0.49%Share
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC86,892$10.2M0.01%Share
34Global Retirement Partners, LLC89,428$10.0M0.18%Share
35BNP PARIBAS FINANCIAL MARKETS90,395$10.0M0.00%Share
36Cambridge Investment Research Advisors, Inc.85,003$9.0M0.02%Share
37MML INVESTORS SERVICES, LLC82,498$9.0M0.02%Share
38TD Capital Management LLC78$8.9M0.00%Share
39Wood Tarver Financial Group, LLC76,474$8.7M2.45%Share
40Perennial Investment Advisors, LLC74,590$8.5M0.67%Share
41ENVESTNET ASSET MANAGEMENT INC73,905$8.0M0.00%Share
421900 WEALTH MANAGEMENT LLC70,042$8.0M0.51%Share
43Elevation Capital Advisory, LLC62,520$7.1M2.91%Share
44THOROUGHBRED FINANCIAL SERVICES, LLC64,160$7.0M0.41%Share
45AMERIPRISE FINANCIAL INC67,127$7.0M0.00%Share
46TRUIST FINANCIAL CORP59,874$6.8M0.01%Share
47GOLDMAN SACHS GROUP INC53,415$6.0M0.00%Share
48Private Advisor Group, LLC58,044$6.0M0.03%Share
49Alhambra Investment Management LLC48,852$5.6M2.59%Share
50D.A. DAVIDSON & CO.47,009$5.4M0.03%Share

SPGP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025315$1.5B+137
Q3 2025178$1.3T-117
Q2 2025295$1.3T-22
Q1 2025317$1.9T+36
Q4 2024281$186.6T+66
Q3 2024215$1528.6T-6
Q2 2024221$1871.0T+18
Q1 2024203$1893.6T—

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As of Q4 2025, 50 institutional investors hold SPGP (Invesco S&P 500 GARP ETF). The largest holder is MORGAN STANLEY with $235.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SPGP?

As of Q4 2025, 50 institutional investors report holding SPGP (Invesco S&P 500 GARP ETF) in their 13F filings.

Who is the largest institutional holder of SPGP?

The largest institutional holder of SPGP is MORGAN STANLEY with $235.0M in shares.

Is institutional ownership of SPGP increasing or decreasing?

This quarter, 15 institutions opened new positions in SPGP and 0 closed their positions.