Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q4 2024 (December 31)338holders +14
20new positions
32sold out
3famous investors
$104.93avg. 13F price*
At the end of Q4 2024, 338 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 14 from Q3 2024. 20 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($385.3M), LPL Financial LLC ($337.0M) and Raymond James Financial Inc. ($175.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.9M |
| Exits | 32 | $26.3M |
All 13F filers, Q3 2024 → Q4 2024: 960,681 shares bought and 2,829,917 shares sold, net −1,869,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Morgan Stanley | 0.03% | Reduce -8.0% | 3,673,925 | $385.3M |
| LPL Financial LLC | 0.14% | Reduce -4.8% | 3,213,038 | $337.0M |
| Raymond James Financial Inc. | 0.06% | — | 1,673,808 | $175.5M |
| Retirement Planning Group, LLC | 7.47% | Add +11.5% | 1,415,369 | $148.4M |
| Bank of America Corp. | 0.01% | Reduce -7.5% | 1,243,955 | $130.5M |
| Fifth Third Bancorp | 0.40% | Reduce -17.4% | 1,052,461 | $110.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -11.2% | 697,680 | $73.2M |
| Wells Fargo & Company | 0.01% | Add +74.2% | 565,646 | $59.3M |
| Silicon Valley Capital Partners | 5.79% | Reduce -7.0% | 494,524 | $51.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -9.1% | 405,144 | $42.5M |
| UBS Group AG | 0.01% | Add +0.2% | 400,519 | $42.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -6.7% | 393,784 | $41.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.6% | 313,995 | $32.9M |
| Howard Financial Services, LTD. | 4.44% | Add +12.9% | 311,312 | $32.7M |
| Armstrong Advisory Group, Inc. | 2.18% | Add +7.2% | 259,817 | $27.2M |
| D'Orazio & Associates, Inc. | 3.98% | Add +3.1% | 257,427 | $27.0M |
| Stifel Financial Corp. | 0.03% | Reduce -8.1% | 237,020 | $24.9M |
| Royal Bank of Canada | 0.01% | Reduce -12.4% | 232,010 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +1.7% | 231,573 | $24.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -16.6% | 231,281 | $24.3M |
| Perennial Investment Advisors, LLC | 2.66% | Add +4.7% | 215,267 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -14.4% | 205,107 | $21.5M |
| Global Retirement Partners, LLC | 0.60% | Reduce -3.1% | 198,295 | $20.8M |
| Creative Planning | 0.02% | Add +114.7% | 195,674 | $20.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.5% | 181,244 | $19.0M |
| Wealthcare Advisory Partners LLC | 0.48% | Reduce -5.3% | 164,749 | $17.3M |
| Grange Capital, LLC | 18.07% | — | 164,426 | $17.2M |
| Campbell Deegan Wealth Management, LLC | 20.67% | — | 164,107 | $17.2M |
| TrinityPoint Wealth, LLC | 2.40% | Add +1.6% | 163,037 | $17.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.9% | 152,140 | $16.0M |
| Cedar Wealth Management, LLC | 5.49% | Reduce -0.1% | 144,657 | $15.2M |
| Stadion Money Management, LLC | 1.18% | Reduce -4.2% | 143,260 | $15.0M |
| WESCAP Management Group, Inc. | 3.49% | Add +15.7% | 136,959 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +18.2% | 135,352 | $14.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.2% | 132,327 | $13.9M |
| MML Investors Services, LLC | 0.04% | Add +1.6% | 121,689 | $12.8M |
| NBZ Investment Advisors LLC | 7.05% | — | 120,089 | $12.6M |
| Principle Wealth Partners LLC | 0.85% | Add +4.5% | 114,810 | $12.0M |
| Longview Financial Advisors, Inc. | 9.05% | Add +7.0% | 109,599 | $11.5M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -48.0% | 106,886 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -22.0% | 101,963 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 100,373 | $10.5M |
| Darrow Company, Inc. | 6.05% | Add +1.7% | 99,503 | $10.4M |
| Planned Solutions, Inc. | 4.13% | Reduce -7.3% | 96,237 | $10.1M |
| Jones Financial Companies LLLP | 0.01% | Add +36.3% | 85,288 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.46% | Reduce -7.7% | 84,031 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -28.9% | 82,340 | $8.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.0% | 80,536 | $8.4M |
| Pine Harbor Wealth Management, LLC | 3.33% | Reduce -21.4% | 78,876 | $8.3M |
| Wood Tarver Financial Group, LLC | 2.62% | — | 74,662 | $7.8M |
| Citizens Financial Group Inc. | 0.15% | New | 74,629 | $7.8M |
| Thoroughbred Financial Services, LLC | 0.47% | Reduce -6.5% | 73,729 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Reduce -17.8% | 71,082 | $7.5M |
| Financial Advocates Investment Management | 0.41% | Reduce -18.9% | 69,257 | $7.3M |
| Liberty One Investment Management, LLC | 0.77% | Reduce -2.5% | 68,152 | $7.1M |
| Eagle Strategies LLC | 1.24% | Reduce -0.0% | 68,036 | $7.1M |
| Money Concepts Capital Corp. | 0.53% | Add +2.3% | 67,594 | $7.1M |
| Tme Financial, Inc. | 6.48% | — | 66,254 | $6.9M |
| Financial Designs Corp | 4.53% | Reduce -1.3% | 65,525 | $6.9M |
| 1900 Wealth Management LLC | 0.57% | Reduce -1.1% | 64,380 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -42.3% | 63,427 | $6.7M |
| Allworth Financial LP | 0.04% | Reduce -10.4% | 58,832 | $6.5M |
| Equitable Holdings, Inc. | 0.06% | Reduce -4.9% | 58,972 | $6.2M |
| Cozad Asset Management Inc. | 0.57% | Reduce -2.4% | 57,894 | $6.1M |
| Sovran Advisors, LLC | 0.86% | — | 55,721 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -66.2% | 55,404 | $5.8M |
| Santori & Peters, Inc. | 2.07% | Add +2.7% | 51,645 | $5.4M |
| Mariner, LLC | 0.01% | Add +0.3% | 51,210 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -6.6% | 47,435 | $5.2M |
| First United Bank & Trust | 1.86% | Add +7.5% | 48,891 | $5.1M |
| Alhambra Investment Management LLC | 2.58% | Reduce -1.6% | 47,987 | $5.0M |
| World Investment Advisors | 0.14% | Add +8.5% | 47,174 | $4.9M |
| AE Wealth Management LLC | 0.04% | Reduce -13.1% | 47,018 | $4.9M |
| Strategic Blueprint, LLC | 0.29% | Reduce -20.2% | 45,740 | $4.8M |
| GC Wealth Management RIA, LLC | 0.84% | Add +0.3% | 45,692 | $4.8M |
| Ameriflex Group, Inc. | 2.07% | — | 41,726 | $4.5M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -1.4% | 43,095 | $4.5M |
| Trilogy Capital Inc. | 0.23% | Reduce -1.0% | 41,721 | $4.4M |
| Breakwater Capital Group | 0.84% | Reduce -9.0% | 40,014 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -2.9% | 39,995 | $4.2M |
| Johnson & White Wealth Management, LLC | 2.41% | Add +7.9% | 38,023 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -32.5% | 37,168 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -13.4% | 36,439 | $3.8M |
| Perigon Wealth Management, LLC | 0.09% | Add +3.8% | 33,017 | $3.6M |
| Finward Bancorp | 3.13% | — | 34,443 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.9% | 33,689 | $3.5M |
| Synovus Financial Corp. | 0.04% | Reduce -33.0% | 33,585 | $3.5M |
| ERn Financial, LLC | 0.51% | Reduce -0.6% | 32,184 | $3.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.37% | Add +101.4% | 31,256 | $3.3M |
| Modern Wealth Management, LLC | 0.12% | Reduce -13.1% | 31,199 | $3.3M |
| Milestone Investment Advisors LLC | 0.89% | Reduce -10.6% | 31,196 | $3.3M |
| Hudock, Inc. | 0.56% | Add +1.4% | 30,744 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +96.1% | 29,325 | $3.1M |
| Genesis Private Wealth, LLC | 1.62% | — | 28,019 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -34.4% | 27,348 | $2.9M |
| Investment Planning Advisors, Inc. | 1.21% | Reduce -78.6% | 26,394 | $2.8M |
| Hickory Asset Management, Inc. | 2.34% | — | 26,230 | $2.8M |
| Lionsbridge Wealth Management LLC | 2.29% | Reduce -6.2% | 26,004 | $2.7M |
| BankPlus Wealth Management LLC | 2.03% | — | 26,003 | $2.7M |
| Beacon Financial Planning, Inc. | 1.54% | Reduce -0.5% | 25,239 | $2.6M |
"% 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.