Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q1 2025 (March 31)316holders −22
19new positions
35sold out
3famous investors
$99.77avg. 13F price*
At the end of Q1 2025, 316 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 22 from Q4 2024. 19 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($333.7M), LPL Financial LLC ($255.4M) and Raymond James Financial Inc. ($144.8M). 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 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.0M |
| Exits | 35 | $39.5M |
All 13F filers, Q4 2024 → Q1 2025: 545,412 shares bought and 4,821,105 shares sold, net −4,275,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| Morgan Stanley | 0.02% | Reduce -9.1% | 3,340,525 | $333.7M |
| LPL Financial LLC | 0.10% | Reduce -20.4% | 2,557,114 | $255.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -13.4% | 1,449,956 | $144.8M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 1,169,884 | $116.8M |
| Fifth Third Bancorp | 0.38% | Reduce -4.2% | 1,008,691 | $100.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -15.0% | 593,037 | $59.2M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 587,875 | $58.7M |
| UBS Group AG | 0.01% | Reduce -2.2% | 391,641 | $39.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.8% | 371,137 | $37.1M |
| Howard Financial Services, LTD. | 4.82% | Add +13.8% | 354,389 | $35.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -27.1% | 295,289 | $29.5M |
| Retirement Planning Group, LLC | 1.38% | Reduce -79.3% | 293,691 | $29.3M |
| Armstrong Advisory Group, Inc. | 2.18% | No change | 259,817 | $27.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.4% | 259,480 | $25.9M |
| D'Orazio & Associates, Inc. | 3.76% | Reduce -4.1% | 246,818 | $24.7M |
| Perennial Investment Advisors, LLC | 2.59% | Add +7.0% | 230,258 | $23.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.7% | 201,942 | $20.2M |
| Creative Planning | 0.02% | Add +2.6% | 200,730 | $20.0M |
| Silicon Valley Capital Partners | 2.49% | Reduce -61.1% | 192,261 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 176,543 | $17.6M |
| Campbell Deegan Wealth Management, LLC | 20.15% | Add +6.9% | 175,397 | $17.5M |
| Royal Bank of Canada | 0.00% | Reduce -27.4% | 168,419 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +2.1% | 168,179 | $16.8M |
| Grange Capital, LLC | 19.41% | Add +1.4% | 166,727 | $16.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -22.7% | 158,495 | $15.8M |
| Cedar Wealth Management, LLC | 5.12% | Reduce -0.4% | 144,028 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.9% | 142,009 | $14.2M |
| Stadion Money Management, LLC | 1.40% | Reduce -1.5% | 141,139 | $14.1M |
| Longview Financial Advisors, Inc. | 11.48% | Add +22.2% | 133,968 | $13.4M |
| WESCAP Management Group, Inc. | 3.24% | Reduce -3.0% | 132,867 | $13.3M |
| Principle Wealth Partners LLC | 0.85% | Add +4.1% | 119,466 | $11.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +3.4% | 110,475 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Add +19.4% | 101,797 | $10.1M |
| Planned Solutions, Inc. | 4.06% | Add +2.9% | 99,013 | $9.9M |
| Darrow Company, Inc. | 5.51% | Reduce -0.6% | 98,921 | $9.9M |
| MML Investors Services, LLC | 0.03% | Reduce -23.1% | 93,576 | $9.3M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -10.0% | 91,800 | $9.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.3% | 88,053 | $8.8M |
| Wood Tarver Financial Group, LLC | 2.62% | Add +7.8% | 80,513 | $8.0M |
| Thoroughbred Financial Services, LLC | 0.46% | Add +0.7% | 74,240 | $7.4M |
| 1900 Wealth Management LLC | 0.60% | Add +12.6% | 72,518 | $7.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -45.4% | 72,281 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -14.0% | 70,813 | $7.1M |
| Money Concepts Capital Corp. | 0.53% | Add +4.7% | 70,772 | $7.1M |
| Flagship Harbor Advisors, LLC | 0.36% | Reduce -18.1% | 68,866 | $6.9M |
| Pine Harbor Wealth Management, LLC | 2.69% | Reduce -14.7% | 67,287 | $6.7M |
| Liberty One Investment Management, LLC | 0.67% | Reduce -2.1% | 66,739 | $6.7M |
| Sovran Advisors, LLC | 0.86% | Add +28.3% | 71,495 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.1% | 64,651 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -20.3% | 64,212 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +513.5% | 61,966 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -5.8% | 59,734 | $6.0M |
| Eagle Strategies LLC | 1.01% | Reduce -14.4% | 58,234 | $5.8M |
| Cozad Asset Management Inc. | 0.57% | Reduce -1.8% | 56,868 | $5.7M |
| First United Bank & Trust | 2.00% | Add +9.5% | 53,532 | $5.3M |
| Tme Financial, Inc. | 4.51% | Reduce -21.6% | 51,978 | $5.2M |
| Mariner, LLC | 0.01% | Add +1.2% | 51,803 | $5.2M |
| Equitable Holdings, Inc. | 0.05% | Reduce -13.1% | 51,254 | $5.1M |
| World Investment Advisors | 0.13% | Add +8.6% | 51,209 | $5.1M |
| Santori & Peters, Inc. | 2.02% | Reduce -2.8% | 50,192 | $5.0M |
| Alhambra Investment Management LLC | 2.55% | Add +3.3% | 49,557 | $4.9M |
| GC Wealth Management RIA, LLC | 0.84% | Add +0.5% | 45,905 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.2% | 44,986 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +915.2% | 43,696 | $4.4M |
| Trilogy Capital Inc. | 0.22% | Add +2.4% | 42,706 | $4.3M |
| Ameriflex Group, Inc. | 1.73% | Add +1.6% | 42,390 | $4.2M |
| NBZ Investment Advisors LLC | 2.41% | Reduce -65.3% | 41,717 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +8.7% | 40,401 | $4.0M |
| Johnson & White Wealth Management, LLC | 2.25% | Add +5.8% | 40,222 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -29.5% | 41,477 | $4.0M |
| Breakwater Capital Group | 0.71% | Reduce -0.2% | 39,918 | $4.0M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -9.1% | 39,160 | $3.9M |
| ERn Financial, LLC | 0.61% | Add +20.9% | 38,893 | $3.9M |
| Strategic Blueprint, LLC | 0.20% | Reduce -19.7% | 36,716 | $3.7M |
| Hudock, Inc. | 0.64% | Add +19.0% | 36,596 | $3.7M |
| Clearstead Advisors, LLC | 0.06% | Add +56.3% | 36,122 | $3.6M |
| Finward Bancorp | 3.01% | Add +1.1% | 34,811 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -8.5% | 33,354 | $3.3M |
| Perigon Wealth Management, LLC | 0.09% | Add +0.6% | 33,209 | $3.3M |
| Modern Wealth Management, LLC | 0.10% | Add +3.5% | 32,279 | $3.2M |
| Flow Traders U.S. LLC | 0.13% | Add +183.5% | 31,031 | $3.1M |
| Genesis Private Wealth, LLC | 1.58% | Add +6.5% | 29,830 | $3.0M |
| Milestone Investment Advisors LLC | 0.80% | Reduce -8.0% | 28,702 | $2.9M |
| Synovus Financial Corp. | 0.04% | Reduce -15.7% | 28,324 | $2.8M |
| Nwam LLC | 0.22% | Add +9.1% | 25,077 | $2.5M |
| CHB Investment Group, LLC | 1.33% | Add +0.2% | 25,062 | $2.5M |
| Hickory Asset Management, Inc. | 2.22% | Reduce -4.6% | 25,034 | $2.5M |
| Elevation Capital Advisory, LLC | 1.08% | Add +4.7% | 24,751 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -9.6% | 24,723 | $2.5M |
| Renaissance Technologies | 0.00% | Add +136.5% | 24,600 | $2.5M |
| Hilltop Holdings Inc. | 0.15% | Reduce -1.8% | 24,233 | $2.4M |
| Founders Financial Securities LLC | 0.20% | Add +8.0% | 25,007 | $2.4M |
| Marks Group Wealth Management, Inc | 0.23% | No change | 23,892 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -25.4% | 21,880 | $2.2M |
| Beacon Financial Planning, Inc. | 1.25% | Reduce -14.1% | 21,687 | $2.2M |
| Integrity Alliance, Llc. | 0.08% | Add +100.0% | 21,200 | $2.1M |
| Silver Oak Securities, Incorporated | 0.20% | Add +8.9% | 21,257 | $2.1M |
| Lionsbridge Wealth Management LLC | 1.86% | Reduce -19.2% | 21,004 | $2.1M |
| BridgePort Financial Solutions, LLC | 0.94% | Add +3.9% | 20,820 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +12.7% | 20,769 | $2.1M |
"% 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.