Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q2 2024 (June 30)340holders +16
41new positions
33sold out
2famous investors
$102.74avg. 13F price*
At the end of Q2 2024, 340 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 16 from Q1 2024. 41 opened new positions and 33 sold out. The largest holders were Morgan Stanley ($467.8M), LPL Financial LLC ($374.1M) and Envestnet Asset Management Inc. ($229.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $65.9M |
| Exits | 33 | $33.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,014,847 shares bought and 2,349,759 shares sold, net −334,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| Morgan Stanley | 0.04% | Reduce -5.2% | 4,551,192 | $467.8M |
| LPL Financial LLC | 0.19% | Add +3.1% | 3,639,864 | $374.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -3.6% | 2,230,808 | $229.3M |
| Bank of America Corp. | 0.01% | Add +14.8% | 1,454,385 | $149.5M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +18.7% | 1,388,101 | $142.7M |
| Fifth Third Bancorp | 0.51% | Add +1.4% | 1,314,431 | $135.1M |
| Retirement Planning Group, LLC | 8.21% | Add +2.5% | 1,256,364 | $129.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +11.0% | 782,377 | $80.4M |
| Silicon Valley Capital Partners | 9.95% | Add +1.9% | 703,773 | $72.3M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -4.7% | 580,217 | $59.6M |
| MML Investors Services, LLC | 0.23% | Reduce -8.6% | 548,202 | $56.3M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 514,265 | $52.9M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -29.3% | 486,608 | $50.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.4% | 431,471 | $44.3M |
| UBS Group AG | 0.01% | Reduce -4.2% | 412,564 | $42.4M |
| Raymond James & Associates | 0.03% | Add +17.5% | 394,577 | $40.6M |
| Wells Fargo & Company | 0.01% | Reduce -35.0% | 359,087 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 358,517 | $36.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -4.8% | 354,564 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.7% | 324,449 | $33.2M |
| Affinity Wealth Management LLC | 5.24% | Add +19.1% | 279,354 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +2.7% | 276,366 | $28.4M |
| Kestra Advisory Services, LLC | 0.16% | Add +0.9% | 270,036 | $27.8M |
| D'Orazio & Associates, Inc. | 4.12% | Add +9.6% | 260,856 | $26.8M |
| Howard Financial Services, LTD. | 4.15% | Add +20.5% | 246,653 | $25.4M |
| Armstrong Advisory Group, Inc. | 2.05% | New | 225,747 | $23.2M |
| Stratos Wealth Partners, LTD. | 0.37% | Add +2.9% | 219,556 | $22.6M |
| Global Retirement Partners, LLC | 0.65% | Add +6.1% | 201,477 | $20.7M |
| Perennial Investment Advisors, LLC | 2.88% | Add +3.6% | 195,992 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Add +14.4% | 195,431 | $20.1M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -6.3% | 192,893 | $19.8M |
| Cetera Investment Advisers | 0.04% | Add +4.5% | 173,631 | $17.8M |
| Wealthcare Advisory Partners LLC | 0.55% | Reduce -3.6% | 172,021 | $17.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -10.2% | 165,878 | $17.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +6.2% | 154,559 | $15.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.3% | 148,230 | $15.2M |
| Cedar Wealth Management, LLC | 4.83% | Add +0.8% | 144,591 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 144,181 | $14.8M |
| Regal Investment Advisors LLC | 0.95% | Add +5.5% | 139,284 | $14.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -7.8% | 135,927 | $14.0M |
| TrinityPoint Wealth, LLC | 2.13% | Add +8.4% | 132,474 | $13.6M |
| Stadion Money Management, LLC | 1.11% | New | 131,958 | $13.6M |
| Truist Financial Corp. | 0.02% | Reduce -34.0% | 127,846 | $13.1M |
| Investment Planning Advisors, Inc. | 6.45% | — | 123,079 | $12.7M |
| Wealth Management Resources, Inc. | 5.42% | Reduce -0.1% | 122,737 | $12.6M |
| WESCAP Management Group, Inc. | 3.45% | Add +1.3% | 118,552 | $12.2M |
| Sanctuary Advisors, LLC | 0.09% | — | 118,414 | $12.1M |
| Park Avenue Securities LLC | 0.14% | Add +5.1% | 114,610 | $11.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -1.1% | 109,144 | $11.2M |
| Principle Wealth Partners LLC | 0.84% | Add +14.5% | 107,426 | $11.0M |
| Planned Solutions, Inc. | 5.13% | Add +0.5% | 101,631 | $10.4M |
| Longview Financial Advisors, Inc. | 7.93% | Reduce -0.2% | 101,489 | $10.4M |
| Creative Planning | 0.01% | Add +0.7% | 97,029 | $10.0M |
| Darrow Company, Inc. | 6.17% | Add +0.5% | 92,307 | $9.5M |
| Equitable Holdings, Inc. | 0.10% | Reduce -2.2% | 90,595 | $9.3M |
| Eagle Strategies LLC | 1.77% | Add +378.7% | 90,162 | $9.3M |
| Flagship Harbor Advisors, LLC | 0.54% | Add +4.5% | 87,740 | $9.0M |
| Thoroughbred Financial Services, LLC | 0.60% | Add +15.1% | 86,988 | $8.9M |
| Financial Advocates Investment Management | 0.54% | Reduce -1.3% | 83,723 | $8.6M |
| Prudential Financial Inc. | 0.01% | Reduce -23.6% | 82,419 | $8.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.2% | 79,935 | $8.2M |
| Money Concepts Capital Corp. | 0.67% | Reduce -3.1% | 78,128 | $8.0M |
| Mariner, LLC | 0.01% | Reduce -1.7% | 74,730 | $7.7M |
| IFG Advisory, LLC | 0.49% | Reduce -30.3% | 74,448 | $7.7M |
| Liberty One Investment Management, LLC | 0.82% | Reduce -5.6% | 71,155 | $7.3M |
| Allworth Financial LP | 0.05% | Reduce -44.6% | 70,016 | $7.3M |
| Cozad Asset Management Inc. | 0.71% | Add +5.1% | 69,322 | $7.1M |
| Avaii Wealth Management, LLC | 3.93% | Add +1.5% | 68,893 | $7.1M |
| Pine Harbor Wealth Management, LLC | 4.06% | Add +1.0% | 67,108 | $6.9M |
| 1900 Wealth Management LLC | 0.64% | Reduce -11.2% | 66,994 | $6.9M |
| SteelPeak Wealth, LLC | 0.32% | Reduce -3.2% | 64,980 | $6.7M |
| Financial Designs Corp | 4.43% | Add +0.1% | 62,755 | $6.4M |
| Spinnaker Trust | 0.40% | Reduce -20.8% | 61,257 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -24.8% | 61,175 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Add +25.2% | 55,702 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.35% | Reduce -8.3% | 53,838 | $5.5M |
| WBH Advisory Inc. | 0.53% | Reduce -14.4% | 51,246 | $5.3M |
| Santori & Peters, Inc. | 2.20% | Reduce -2.5% | 50,125 | $5.2M |
| Synovus Financial Corp. | 0.07% | Add +3.0% | 49,049 | $5.0M |
| Integrated Advisors Network LLC | 0.25% | Reduce -3.2% | 47,902 | $4.9M |
| Family Asset Management, LLC | 3.16% | Reduce -12.2% | 47,819 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -7.0% | 47,674 | $4.9M |
| Breakwater Capital Group | 1.10% | Add +1.1% | 47,307 | $4.9M |
| Strategic Blueprint, LLC | 0.33% | Add +0.5% | 47,052 | $4.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +3.0% | 46,900 | $4.8M |
| First Heartland Consultants, Inc. | 0.47% | Add +56.9% | 46,373 | $4.8M |
| Geneos Wealth Management Inc. | 0.21% | Reduce -2.1% | 46,076 | $4.7M |
| GC Wealth Management RIA, LLC | 0.93% | Reduce -0.1% | 45,657 | $4.7M |
| First United Bank & Trust | 1.68% | Add +7.0% | 43,948 | $4.5M |
| Bank of Montreal | 0.00% | Add +1129.3% | 43,223 | $4.5M |
| World Investment Advisors | 0.28% | Reduce -14.9% | 43,118 | $4.4M |
| Trilogy Capital Inc. | 0.23% | Add +2.6% | 41,828 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Add +20.8% | 41,662 | $4.3M |
| Bison Wealth, LLC | 0.69% | No change | 39,992 | $4.3M |
| Prospera Financial Services Inc | 0.12% | Reduce -27.0% | 40,551 | $4.2M |
| Aveo Capital Partners, LLC | 0.44% | Reduce -36.7% | 37,944 | $3.9M |
| Csenge Advisory Group | 0.22% | Add +0.2% | 36,973 | $3.8M |
| Lionsbridge Wealth Management LLC | 3.00% | Reduce -0.6% | 36,407 | $3.7M |
| Milestone Investment Advisors LLC | 0.99% | Reduce -15.9% | 36,159 | $3.7M |
| Alhambra Investment Management LLC | 2.00% | Add +76.9% | 35,484 | $3.6M |
"% 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.