Invesco S&P 500 Garp ETFSPGPETF

13F holders, Q2 2026 (June 30)
305holders +7
21new positions
15sold out
2famous investors
$122.33avg. 13F price*

At the end of Q2 2026, 305 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 7 from Q1 2026. 21 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($210.0M), LPL Financial LLC ($130.0M) and Raymond James Financial Inc. ($81.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Invesco S&P 500 Garp ETF
CUSIP
46137V431
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 324Q1 2024Q2 2024: 340Q2 2024Q3 2024: 324Q3 2024Q4 2024: 338Q4 2024Q1 2025: 316Q1 2025Q2 2025: 313Q2 2025Q3 2025: 306Q3 2025Q4 2025: 322Q4 2025Q1 2026: 298Q1 2026Q2 2026: 305Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$12.4M
Exits15$6.6M

All 13F filers, Q1 2026 → Q2 2026: 307,490 shares bought and 1,380,072 shares sold, net −1,072,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 305 holders

Morgan Stanley 0.01% Reduce -7.0% 1,717,281 $210.0M
LPL Financial LLC 0.03% Reduce -11.4% 1,063,264 $130.0M
Raymond James Financial Inc. 0.02% Reduce -8.5% 667,457 $81.6M
Bank of America Corp. 0.01% Reduce -8.2% 648,368 $79.3M
Fifth Third Bancorp 0.07% Reduce -9.9% 370,698 $45.3M
Howard Financial Services, LTD. 4.00% Reduce -3.8% 327,925 $40.1M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -30.1% 258,031 $31.6M
Campbell Deegan Wealth Management, LLC 17.18% Add +2.1% 197,674 $24.2M
Commonwealth Equity Services, LLC 0.03% Reduce -4.4% 182,053 $22.3M
Coastal Bridge Advisors, LLC 1.23% Reduce -3.2% 162,594 $19.9M
Goldman Sachs Group Inc. 0.00% Add +111.2% 151,554 $18.5M
Jones Financial Companies LLLP 0.01% Add +6.8% 143,288 $17.4M
Osaic Holdings, Inc. 0.02% Reduce -2.7% 137,369 $16.8M
Creative Planning 0.01% Reduce -11.2% 134,909 $16.5M
UBS Group AG 0.00% Reduce -23.9% 125,287 $15.3M
Royal Bank of Canada 0.00% Reduce -32.7% 120,801 $14.8M
Darrow Company, Inc. 5.40% Add +0.2% 113,925 $13.9M
WESCAP Management Group, Inc. 2.60% Reduce -5.3% 113,777 $13.9M
Longview Financial Advisors, Inc. 8.12% Add +3.5% 113,518 $13.9M
Cetera Investment Advisers 0.01% Reduce -7.1% 110,737 $13.5M
Flagship Harbor Advisors, LLC 0.52% Add +5.0% 110,158 $13.5M
Modern Wealth Management, LLC 0.16% Reduce -1.2% 109,204 $13.4M
Wells Fargo & Company 0.00% Reduce -6.9% 100,981 $12.3M
Cedar Wealth Management, LLC 3.17% Reduce -17.9% 100,836 $12.3M
Silicon Valley Capital Partners 0.94% Reduce -12.6% 94,799 $11.6M
HighTower Advisors, LLC 0.01% Reduce -3.1% 91,986 $11.2M
Retirement Planning Group, LLC 0.25% Reduce -10.1% 81,484 $10.0M
Elevation Capital Advisory, LLC 3.78% Add +83.6% 80,162 $9.8M
Envestnet Asset Management Inc. 0.00% Reduce -5.0% 78,871 $9.6M
Global Retirement Partners, LLC 0.13% — 70,945 $8.7M
1900 Wealth Management LLC 0.48% Add +0.0% 69,966 $8.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.3% 66,955 $8.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.6% 61,421 $7.5M
Private Advisor Group, LLC 0.03% Add +1.1% 60,700 $7.4M
&partners 0.03% Add +1.8% 59,415 $7.3M
Mariner, LLC 0.01% Add +3.6% 56,322 $6.9M
Truist Financial Corp. 0.01% Reduce -4.9% 54,944 $6.7M
Johnson & White Wealth Management, LLC 2.30% Add +2.7% 50,271 $6.1M
D.A. Davidson & Co. 0.03% Add +0.9% 49,525 $6.1M
Thoroughbred Financial Services, LLC 0.28% Reduce -16.4% 47,195 $5.8M
Alhambra Investment Management LLC 2.48% Reduce -5.0% 46,553 $5.7M
Sovran Advisors, LLC 0.38% Add +8.8% 40,711 $5.1M
Cerity Partners LLC 0.01% Reduce -0.9% 40,051 $4.9M
Kestra Private Wealth Services, LLC 0.05% Add +7.2% 39,216 $4.8M
BNP Paribas Financial Markets 0.00% Reduce -75.7% 38,917 $4.8M
Allworth Financial LP 0.02% Add +7.7% 37,603 $4.6M
Perennial Investment Advisors, LLC 0.30% Reduce -37.7% 36,709 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -6.6% 36,642 $4.5M
MML Investors Services, LLC 0.01% Add +39.2% 36,489 $4.5M
Hudock, Inc. 0.57% Add +1.6% 36,350 $4.4M
First United Bank & Trust 1.27% Reduce -0.7% 36,039 $4.4M
Pathstone Holdings, LLC 0.01% Add +23.5% 35,915 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -14.6% 35,496 $4.3M
Grange Capital, LLC 3.95% Reduce -64.8% 35,063 $4.3M
Eagle Strategies LLC 0.42% Reduce -2.5% 34,683 $4.2M
Marble Wealth, LLC 0.64% Reduce -1.5% 33,955 $4.2M
Perigon Wealth Management, LLC 0.06% Reduce -8.7% 32,760 $4.0M
Principle Wealth Partners LLC 0.19% Reduce -2.9% 32,150 $3.9M
Citadel Advisors 0.00% Reduce -21.5% 31,892 $3.9M
Oppenheimer & Co. Inc. 0.04% Reduce -3.9% 28,173 $3.4M
Cozad Asset Management Inc. 0.22% Reduce -17.8% 27,909 $3.4M
NewEdge Advisors, LLC 0.01% Add +8.5% 27,790 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -6.9% 27,500 $3.4M
Equitable Holdings, Inc. 0.02% Reduce -13.2% 26,392 $3.2M
Two Sigma Investments, LP 0.00% New 26,099 $3.2M
Nwam LLC 0.16% Reduce -9.0% 26,069 $3.2M
Kestra Advisory Services, LLC 0.01% Reduce -5.6% 26,046 $3.2M
Integrity Alliance, Llc. 0.10% Add +5.1% 25,612 $3.1M
Perryman Financial Advisory Inc. 0.39% Reduce -15.6% 24,249 $3.0M
Breakwater Capital Group 0.35% Reduce -6.2% 24,147 $3.0M
Beacon Financial Planning, Inc. 1.00% Reduce -9.1% 24,028 $2.9M
Marks Group Wealth Management, Inc 0.25% No change 23,892 $2.9M
GC Wealth Management RIA, LLC 0.17% Reduce -17.1% 23,799 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -5.0% 23,708 $2.9M
Pine Harbor Wealth Management, LLC 0.77% Reduce -9.6% 23,646 $2.9M
Kovack Advisors, Inc. 0.14% Add +4.8% 23,432 $2.9M
Wealthcare Advisory Partners LLC 0.05% Add +1.9% 22,434 $2.7M
Bluespring Wealth Management, LLC 0.05% New 20,960 $2.6M
Genesis Private Wealth, LLC 0.72% Reduce -9.7% 20,843 $2.5M
Arkadios Wealth Advisors 0.04% Reduce -13.8% 19,921 $2.4M
Milestone Investment Advisors LLC 0.52% Reduce -5.5% 19,857 $2.4M
Finward Bancorp 1.84% Reduce -29.3% 19,789 $2.4M
Flow Traders U.S. LLC 0.09% Add +139.5% 18,481 $2.3M
Transcend Capital Advisors, LLC 0.15% Add +0.1% 17,896 $2.2M
Baron Financial Group, LLC 1.04% Reduce -4.3% 17,775 $2.2M
Tme Financial, Inc. 1.33% Reduce -12.8% 17,596 $2.2M
Fifth Third Securities, Inc. 0.12% Add +1.4% 17,375 $2.1M
Hilltop Holdings Inc. 0.17% Reduce -6.1% 17,253 $2.1M
Farther Finance Advisors, LLC 0.02% Reduce -0.2% 16,303 $2.0M
Redhawk Wealth Advisors, Inc. 0.19% Reduce -2.7% 15,984 $2.0M
Ring Mountain Capital, LLC 0.80% Add +2.3% 15,622 $1.9M
Visionary Wealth Advisors 0.08% Add +1.9% 15,546 $1.9M
World Investment Advisors 0.03% Reduce -0.3% 17,362 $1.9M
HighPoint Advisor Group LLC 0.06% Add +0.1% 14,926 $1.8M
Quantinno Capital Management LP 0.00% Reduce -0.2% 14,167 $1.7M
Edmond DE Rothschild Holding S.A. 0.02% No change 13,880 $1.7M
CSM Advisors, LLC 0.04% No change 13,500 $1.7M
Jump Financial, LLC 0.02% Reduce -75.6% 13,275 $1.6M
Spectrum Wealth Advisory Group, LLC 0.46% Reduce -1.8% 13,251 $1.6M
Waverly Advisors, LLC 0.01% Add +10.8% 12,503 $1.5M

"% of holder's portfolio" is SPGP's weight in each manager's 13F, not the share of Invesco S&P 500 Garp ETF the manager owns.

Show all 305 holders