Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q1 2024 (March 31)324holders
3famous investors
$106.45avg. 13F price*
At the end of Q1 2024, 324 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings. The largest holders were Morgan Stanley ($511.1M), LPL Financial LLC ($375.9M) and Envestnet Asset Management Inc. ($246.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P 500 Garp ETF
- CUSIP
- 46137V431
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $61.8M |
| Exits | 18 | $25.3M |
Ownership 324 holders
| Morgan Stanley | 0.04% | Reduce -5.7% | 4,799,725 | $511.1M |
| LPL Financial LLC | 0.20% | Add +6.0% | 3,529,968 | $375.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +18.5% | 2,313,390 | $246.4M |
| Fifth Third Bancorp | 0.54% | Add +6.4% | 1,296,714 | $138.1M |
| Bank of America Corp. | 0.01% | Reduce -16.8% | 1,266,383 | $134.9M |
| Retirement Planning Group, LLC | 9.99% | Reduce -0.2% | 1,225,179 | $130.5M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +0.3% | 1,169,341 | $124.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +25.7% | 704,761 | $75.1M |
| Silicon Valley Capital Partners | 10.97% | Reduce -21.4% | 690,346 | $73.5M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -20.6% | 687,997 | $73.3M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +9.2% | 608,542 | $64.8M |
| MML Investors Services, LLC | 0.26% | Add +13.5% | 600,017 | $63.9M |
| Wells Fargo & Company | 0.02% | Add +5.5% | 552,703 | $58.9M |
| Royal Bank of Canada | 0.01% | Add +4.0% | 528,739 | $56.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 431,080 | $45.9M |
| UBS Group AG | 0.02% | Add +18.4% | 430,441 | $45.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -5.1% | 417,223 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 389,483 | $41.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -24.9% | 372,272 | $39.7M |
| Raymond James & Associates | 0.02% | Add +12.9% | 335,710 | $35.7M |
| Stifel Financial Corp. | 0.03% | Add +34.2% | 269,218 | $28.7M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -43.6% | 267,693 | $28.5M |
| D'Orazio & Associates, Inc. | 4.08% | Add +9.4% | 237,929 | $25.3M |
| Affinity Wealth Management LLC | 4.63% | Add +0.8% | 234,447 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.38% | Add +25.0% | 213,277 | $22.7M |
| Avantax Advisory Services, Inc. | 0.19% | Reduce -4.0% | 205,782 | $21.9M |
| Howard Financial Services, LTD. | 3.76% | Add +12.8% | 204,668 | $21.8M |
| 49 Wealth Management, LLC | 4.61% | Add +14.2% | 201,201 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +12.1% | 193,808 | $20.6M |
| GeoWealth Management, LLC | 0.79% | Add +67.2% | 192,935 | $20.5M |
| Global Retirement Partners, LLC | 0.75% | Add +1.4% | 189,836 | $20.2M |
| Perennial Investment Advisors, LLC | 3.07% | Add +9.8% | 189,123 | $20.1M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +38.3% | 184,667 | $19.7M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +10.3% | 178,540 | $19.0M |
| HighTower Advisors, LLC | 0.03% | Add +7.0% | 170,795 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +102.6% | 166,094 | $17.7M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.6% | 147,715 | $15.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.7% | 147,399 | $15.7M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +13.3% | 145,583 | $15.5M |
| Cedar Wealth Management, LLC | 5.02% | Add +25.3% | 143,422 | $15.3M |
| Win Advisors, Inc. | 6.69% | New | 142,660 | $15.2M |
| Regal Investment Advisors LLC | 0.96% | Add +18.4% | 131,983 | $14.1M |
| Allworth Financial LP | 0.10% | Add +6.1% | 126,407 | $13.5M |
| Wealth Management Resources, Inc. | 3.66% | Add +4.3% | 122,813 | $13.1M |
| TrinityPoint Wealth, LLC | 2.15% | Add +7.3% | 122,149 | $13.0M |
| WESCAP Management Group, Inc. | 3.61% | Add +0.1% | 117,071 | $12.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -6.1% | 110,393 | $11.8M |
| Park Avenue Securities LLC | 0.15% | Add +25.5% | 109,068 | $11.6M |
| Prudential Financial Inc. | 0.02% | Add +33.7% | 107,843 | $11.5M |
| IFG Advisory, LLC | 0.85% | New | 106,848 | $11.4M |
| Longview Financial Advisors, Inc. | 8.13% | Add +0.5% | 101,734 | $10.8M |
| Planned Solutions, Inc. | 5.28% | Add +1.2% | 101,109 | $10.8M |
| Creative Planning | 0.01% | Add +5.1% | 96,359 | $10.3M |
| Principle Wealth Partners LLC | 0.78% | Add +11.2% | 93,855 | $10.0M |
| Equitable Holdings, Inc. | 0.11% | Reduce -11.6% | 92,660 | $9.9M |
| Darrow Company, Inc. | 6.40% | Add +22.6% | 91,824 | $9.8M |
| Financial Advocates Investment Management | 0.52% | Add +4.8% | 84,819 | $9.0M |
| Flagship Harbor Advisors, LLC | 0.57% | Add +42.6% | 83,983 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -26.6% | 81,297 | $8.7M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.1% | 80,894 | $8.6M |
| Money Concepts Capital Corp. | 0.79% | Reduce -15.3% | 80,598 | $8.6M |
| Spinnaker Trust | 0.53% | Add +25.9% | 77,368 | $8.2M |
| Mariner, LLC | 0.02% | Add +12.0% | 75,988 | $8.1M |
| Thoroughbred Financial Services, LLC | 0.77% | Reduce -4.0% | 75,557 | $8.0M |
| 1900 Wealth Management LLC | 0.73% | Reduce -3.7% | 75,433 | $8.0M |
| Liberty One Investment Management, LLC | 0.91% | Reduce -3.8% | 75,363 | $8.0M |
| Scarborough Advisors, LLC | 3.65% | Add +8.0% | 74,130 | $7.9M |
| Avaii Wealth Management, LLC | 4.24% | Add +2.5% | 67,875 | $7.2M |
| SteelPeak Wealth, LLC | 0.37% | Add +55.0% | 67,148 | $7.2M |
| Pine Harbor Wealth Management, LLC | 4.45% | Add +13.7% | 66,471 | $7.1M |
| Cozad Asset Management Inc. | 0.73% | Reduce -3.2% | 65,963 | $7.0M |
| Financial Designs Corp | 4.40% | New | 62,670 | $6.7M |
| WBH Advisory Inc. | 0.66% | Reduce -5.5% | 59,867 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.40% | Add +16.5% | 58,686 | $6.2M |
| Aveo Capital Partners, LLC | 0.66% | New | 59,920 | $6.1M |
| Prospera Financial Services Inc | 0.18% | Add +56.0% | 55,551 | $5.9M |
| Family Asset Management, LLC | 3.63% | Add +3.5% | 54,433 | $5.8M |
| Santori & Peters, Inc. | 2.37% | Reduce -0.7% | 51,408 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.32% | Add +0.9% | 51,289 | $5.5M |
| World Investment Advisors | 0.77% | Add +28.3% | 50,645 | $5.4M |
| AE Wealth Management LLC | 0.06% | Reduce -49.1% | 50,434 | $5.4M |
| Integrated Advisors Network LLC | 0.27% | Add +402.8% | 49,483 | $5.3M |
| Level Four Advisory Services, LLC | 0.28% | Add +1.3% | 52,579 | $5.2M |
| Synovus Financial Corp. | 0.07% | Add +10.2% | 47,596 | $5.1M |
| Geneos Wealth Management Inc. | 0.23% | Add +3.7% | 47,089 | $5.0M |
| Strategic Blueprint, LLC | 0.35% | Add +11.5% | 46,832 | $5.0M |
| Breakwater Capital Group | 1.25% | Add +2.1% | 46,811 | $5.0M |
| GC Wealth Management RIA, LLC | 0.97% | Add +9.3% | 45,681 | $4.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -53.8% | 45,544 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Reduce -8.6% | 44,478 | $4.7M |
| Fifth Third Securities, Inc. | 0.45% | Reduce -19.3% | 43,790 | $4.7M |
| Milestone Investment Advisors LLC | 1.23% | Reduce -11.9% | 42,989 | $4.6M |
| First United Bank & Trust | 1.62% | Add +8.8% | 41,092 | $4.4M |
| Trilogy Capital Inc. | 0.25% | Add +8.9% | 40,777 | $4.3M |
| Bison Wealth, LLC | 0.69% | Reduce -5.3% | 39,992 | $4.3M |
| Mutual Advisors, LLC | 0.13% | Add +1.2% | 38,316 | $4.1M |
| Csenge Advisory Group | 0.22% | Add +7.3% | 36,890 | $3.9M |
| Lionsbridge Wealth Management LLC | 3.02% | Reduce -0.3% | 36,633 | $3.9M |
| Lincoln National Corp. | 0.06% | Add +178.4% | 36,128 | $3.8M |
| Trademark Financial Management, LLC | 3.15% | Reduce -51.9% | 35,647 | $3.8M |
"% 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.