Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q3 2024 (September 30)324holders −16
26new positions
42sold out
2famous investors
$104.63avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 16 from Q2 2024. 26 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($417.9M), LPL Financial LLC ($353.2M) and Raymond James Financial Services Advisors, Inc. ($146.4M). 2 famous investors held it, including 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $17.6M |
| Exits | 42 | $91.0M |
All 13F filers, Q2 2024 → Q3 2024: 871,143 shares bought and 6,802,087 shares sold, net −5,930,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Morgan Stanley | 0.03% | Reduce -12.3% | 3,992,259 | $417.9M |
| LPL Financial LLC | 0.16% | Reduce -7.3% | 3,374,367 | $353.2M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +0.7% | 1,398,397 | $146.4M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,344,834 | $140.8M |
| Fifth Third Bancorp | 0.48% | Reduce -3.0% | 1,274,526 | $133.4M |
| Retirement Planning Group, LLC | 7.24% | Add +1.0% | 1,269,426 | $132.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +0.4% | 785,446 | $82.2M |
| Silicon Valley Capital Partners | 7.24% | Reduce -24.5% | 531,547 | $55.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -78.5% | 480,300 | $50.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -23.2% | 445,470 | $46.6M |
| Raymond James & Associates | 0.03% | Add +8.6% | 428,511 | $44.9M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.1% | 422,236 | $44.2M |
| UBS Group AG | 0.01% | Reduce -3.1% | 399,819 | $41.8M |
| Wells Fargo & Company | 0.01% | Reduce -9.6% | 324,705 | $34.0M |
| Osaic Holdings, Inc. | 0.07% | Reduce -21.8% | 277,225 | $29.0M |
| Howard Financial Services, LTD. | 4.17% | Add +11.8% | 275,817 | $28.9M |
| Royal Bank of Canada | 0.01% | Reduce -48.5% | 264,931 | $27.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.9% | 253,398 | $27.3M |
| Stifel Financial Corp. | 0.03% | Reduce -6.7% | 257,801 | $27.0M |
| D'Orazio & Associates, Inc. | 3.72% | Reduce -4.3% | 249,712 | $26.1M |
| Armstrong Advisory Group, Inc. | 2.10% | Add +7.3% | 242,332 | $25.4M |
| HighTower Advisors, LLC | 0.04% | Add +22.6% | 239,668 | $25.1M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +3.7% | 227,668 | $23.8M |
| Perennial Investment Advisors, LLC | 2.80% | Add +4.9% | 205,643 | $21.5M |
| Avantax Advisory Services, Inc. | 0.14% | Add +6.5% | 205,396 | $21.5M |
| Global Retirement Partners, LLC | 0.65% | Add +1.6% | 204,685 | $21.4M |
| Wealthcare Advisory Partners LLC | 0.52% | Add +1.1% | 173,931 | $18.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -66.3% | 163,822 | $17.1M |
| TrinityPoint Wealth, LLC | 2.41% | Add +21.1% | 160,391 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.3% | 159,086 | $16.7M |
| Stadion Money Management, LLC | 1.18% | Add +13.3% | 149,460 | $15.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.2% | 146,476 | $15.3M |
| Cedar Wealth Management, LLC | 4.70% | Add +0.1% | 144,766 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -47.7% | 141,110 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -15.4% | 130,726 | $13.7M |
| Investment Planning Advisors, Inc. | 6.45% | No change | 123,079 | $12.7M |
| MML Investors Services, LLC | 0.05% | Reduce -78.2% | 119,802 | $12.5M |
| WESCAP Management Group, Inc. | 3.10% | Reduce -0.2% | 118,331 | $12.4M |
| Wealth Management Resources, Inc. | 4.93% | Reduce -4.3% | 117,512 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -9.5% | 115,741 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -15.7% | 114,549 | $12.0M |
| Cetera Investment Advisers | 0.03% | Reduce -36.7% | 109,944 | $11.5M |
| Principle Wealth Partners LLC | 0.81% | Add +2.2% | 109,820 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.9% | 107,823 | $11.3M |
| Planned Solutions, Inc. | 4.42% | Add +2.1% | 103,766 | $10.9M |
| Longview Financial Advisors, Inc. | 7.85% | Add +0.9% | 102,401 | $10.7M |
| GeoWealth Management, LLC | 0.37% | Add +1481.8% | 101,264 | $10.6M |
| Pine Harbor Wealth Management, LLC | 5.23% | Add +49.6% | 100,414 | $10.5M |
| Darrow Company, Inc. | 5.95% | Add +6.0% | 97,824 | $10.2M |
| Creative Planning | 0.01% | Reduce -6.0% | 91,157 | $9.5M |
| Flagship Harbor Advisors, LLC | 0.52% | Add +3.7% | 91,014 | $9.5M |
| NewEdge Advisors, LLC | 0.06% | Add +8.2% | 86,496 | $9.1M |
| Financial Advocates Investment Management | 0.51% | Add +1.9% | 85,353 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -24.7% | 82,164 | $8.6M |
| Thoroughbred Financial Services, LLC | 0.53% | Reduce -9.4% | 78,845 | $8.3M |
| GTS Securities LLC | 0.16% | Add +526.4% | 73,905 | $7.7M |
| Liberty One Investment Management, LLC | 0.75% | Reduce -1.7% | 69,929 | $7.3M |
| Eagle Strategies LLC | 1.29% | Reduce -24.5% | 68,051 | $7.1M |
| Financial Designs Corp | 4.48% | Add +5.8% | 66,381 | $6.9M |
| Money Concepts Capital Corp. | 0.53% | Reduce -15.4% | 66,097 | $6.9M |
| SteelPeak Wealth, LLC | 0.31% | Add +1.4% | 65,859 | $6.9M |
| Allworth Financial LP | 0.04% | Reduce -6.3% | 65,632 | $6.9M |
| 1900 Wealth Management LLC | 0.58% | Reduce -2.8% | 65,131 | $6.8M |
| Jones Financial Companies LLLP | 0.01% | Add +83.7% | 62,565 | $6.6M |
| Equitable Holdings, Inc. | 0.06% | Reduce -31.6% | 62,014 | $6.5M |
| Cozad Asset Management Inc. | 0.59% | Reduce -14.4% | 59,341 | $6.2M |
| Strategic Blueprint, LLC | 0.37% | Add +21.8% | 57,309 | $6.0M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.2% | 55,041 | $5.8M |
| AE Wealth Management LLC | 0.05% | Add +1419.7% | 54,087 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -57.1% | 50,764 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -31.7% | 51,031 | $5.3M |
| Santori & Peters, Inc. | 2.09% | Add +0.3% | 50,280 | $5.3M |
| Synovus Financial Corp. | 0.06% | Add +2.2% | 50,139 | $5.2M |
| Alhambra Investment Management LLC | 2.65% | Add +37.5% | 48,786 | $5.1M |
| GC Wealth Management RIA, LLC | 0.83% | Reduce -0.2% | 45,555 | $4.8M |
| First United Bank & Trust | 1.71% | Add +3.5% | 45,503 | $4.8M |
| Regal Investment Advisors LLC | 0.32% | Reduce -68.4% | 43,981 | $4.6M |
| Breakwater Capital Group | 0.93% | Reduce -7.1% | 43,963 | $4.6M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -5.1% | 43,723 | $4.6M |
| World Investment Advisors | 0.14% | Add +0.9% | 43,488 | $4.6M |
| Trilogy Capital Inc. | 0.22% | Add +0.8% | 42,143 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -10.3% | 42,061 | $4.4M |
| Citadel Advisors | 0.00% | Add +202.4% | 41,196 | $4.3M |
| Advisory Services Network, LLC | 0.09% | No change | 41,662 | $4.3M |
| Modern Wealth Management, LLC | 0.23% | New | 35,907 | $3.8M |
| Csenge Advisory Group | 0.19% | Reduce -6.5% | 34,563 | $3.7M |
| Johnson & White Wealth Management, LLC | 3.18% | Add +7.8% | 35,250 | $3.7M |
| Milestone Investment Advisors LLC | 1.02% | Reduce -3.5% | 34,911 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.3% | 32,751 | $3.4M |
| ERn Financial, LLC | 0.52% | Add +1.8% | 32,381 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.5% | 31,808 | $3.3M |
| Hudock, Inc. | 0.55% | Add +3.0% | 30,326 | $3.2M |
| Lionsbridge Wealth Management LLC | 2.29% | Reduce -23.9% | 27,723 | $2.9M |
| Clearstead Advisors, LLC | 0.04% | Add +33.8% | 27,588 | $2.9M |
| CHB Investment Group, LLC | 1.43% | — | 25,680 | $2.7M |
| NWF Advisory Services Inc. | 0.39% | Add +0.2% | 25,670 | $2.7M |
| Beacon Financial Planning, Inc. | 1.64% | Reduce -4.0% | 25,361 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Add +10.4% | 24,774 | $2.6M |
| Calton & Associates, Inc. | 0.99% | Add +27.3% | 24,663 | $2.6M |
| Marks Group Wealth Management, Inc | 0.24% | No change | 23,892 | $2.5M |
"% 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.