Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q2 2025 (June 30)313holders −3
21new positions
26sold out
3famous investors
$107.71avg. 13F price*
At the end of Q2 2025, 313 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 3 from Q1 2025. 21 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($261.0M), LPL Financial LLC ($241.4M) and Raymond James Financial Inc. ($121.7M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $39.1M |
| Exits | 26 | $18.6M |
All 13F filers, Q1 2025 → Q2 2025: 530,446 shares bought and 4,865,516 shares sold, net −4,335,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| Morgan Stanley | 0.02% | Reduce -27.5% | 2,422,980 | $261.0M |
| LPL Financial LLC | 0.08% | Reduce -12.3% | 2,241,807 | $241.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -22.1% | 1,129,577 | $121.7M |
| Bank of America Corp. | 0.01% | Reduce -12.3% | 1,026,478 | $110.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.5% | 590,258 | $63.6M |
| Fifth Third Bancorp | 0.20% | Reduce -46.0% | 545,151 | $58.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.2% | 359,303 | $38.7M |
| Howard Financial Services, LTD. | 4.90% | Reduce -2.3% | 346,178 | $37.3M |
| Wells Fargo & Company | 0.01% | Reduce -54.6% | 267,048 | $28.8M |
| UBS Group AG | 0.01% | Reduce -39.2% | 238,144 | $25.6M |
| Retirement Planning Group, LLC | 0.99% | Reduce -26.7% | 215,392 | $23.2M |
| D'Orazio & Associates, Inc. | 3.04% | Reduce -19.1% | 199,700 | $21.5M |
| Creative Planning | 0.02% | Reduce -7.1% | 186,454 | $20.1M |
| Campbell Deegan Wealth Management, LLC | 19.69% | Add +5.8% | 185,634 | $20.0M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +8.5% | 182,430 | $19.6M |
| Global Retirement Partners, LLC | 0.48% | — | 181,620 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -12.5% | 176,789 | $19.0M |
| Coastal Bridge Advisors, LLC | 1.51% | New | 169,103 | $18.2M |
| Silicon Valley Capital Partners | 1.82% | Reduce -15.5% | 162,395 | $17.5M |
| Perennial Investment Advisors, LLC | 1.50% | Reduce -37.8% | 143,220 | $15.4M |
| Cedar Wealth Management, LLC | 5.19% | Reduce -1.1% | 142,405 | $15.3M |
| Stadion Money Management, LLC | 1.24% | Reduce -0.8% | 140,039 | $15.1M |
| Longview Financial Advisors, Inc. | 12.30% | Add +0.3% | 134,405 | $14.5M |
| Royal Bank of Canada | 0.00% | Reduce -23.9% | 128,218 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -59.0% | 121,134 | $13.0M |
| Grange Capital, LLC | 13.50% | Reduce -28.1% | 119,837 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +15.5% | 117,539 | $12.6M |
| WESCAP Management Group, Inc. | 2.86% | Reduce -12.3% | 116,570 | $12.6M |
| Principle Wealth Partners LLC | 0.76% | Reduce -5.5% | 112,944 | $12.2M |
| Avantax Advisory Services, Inc. | 0.07% | Add +1.9% | 112,584 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -34.9% | 103,126 | $11.1M |
| Darrow Company, Inc. | 5.61% | Add +4.1% | 102,965 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -32.5% | 95,846 | $10.4M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -1.0% | 90,906 | $9.8M |
| MML Investors Services, LLC | 0.03% | Reduce -3.7% | 90,073 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.0% | 85,635 | $9.2M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +16.9% | 80,507 | $8.7M |
| Wood Tarver Financial Group, LLC | 2.49% | Reduce -4.5% | 76,873 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.7% | 75,002 | $8.1M |
| 1900 Wealth Management LLC | 0.58% | Reduce -1.6% | 71,369 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.8% | 70,912 | $7.6M |
| Liberty One Investment Management, LLC | 0.74% | Add +1.4% | 67,656 | $7.3M |
| Thoroughbred Financial Services, LLC | 0.50% | Reduce -10.1% | 66,748 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -7.0% | 65,833 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | New | 60,291 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -10.0% | 57,779 | $6.2M |
| Pine Harbor Wealth Management, LLC | 2.14% | Reduce -15.9% | 56,595 | $6.1M |
| Mariner, LLC | 0.01% | Add +5.7% | 54,750 | $5.9M |
| Cozad Asset Management Inc. | 0.49% | Reduce -8.2% | 52,220 | $5.6M |
| Alhambra Investment Management LLC | 2.69% | Add +1.8% | 50,432 | $5.4M |
| Santori & Peters, Inc. | 1.96% | Add +0.1% | 50,239 | $5.4M |
| Sovran Advisors, LLC | 0.56% | Reduce -30.6% | 49,588 | $5.4M |
| First United Bank & Trust | 1.80% | Reduce -10.3% | 48,021 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -20.2% | 47,688 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.9% | 47,601 | $5.1M |
| Money Concepts Capital Corp. | 0.32% | Reduce -36.3% | 45,075 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.4% | 44,790 | $4.8M |
| Hudock, Inc. | 0.76% | Add +19.4% | 43,704 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +5.0% | 42,434 | $4.6M |
| GC Wealth Management RIA, LLC | 0.36% | Reduce -9.9% | 41,356 | $4.5M |
| Johnson & White Wealth Management, LLC | 2.21% | Add +1.1% | 40,681 | $4.4M |
| Clearstead Advisors, LLC | 0.06% | Add +10.0% | 39,718 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -4.6% | 39,572 | $4.3M |
| Cerity Partners LLC | 0.01% | New | 38,759 | $4.2M |
| Eagle Strategies LLC | 0.61% | Reduce -35.8% | 37,384 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -42.3% | 37,329 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -29.4% | 36,193 | $3.9M |
| Finward Bancorp | 2.93% | Reduce -1.2% | 34,402 | $3.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +0.7% | 33,446 | $3.6M |
| Modern Wealth Management, LLC | 0.09% | Add +1.3% | 32,689 | $3.5M |
| Breakwater Capital Group | 0.57% | Reduce -18.7% | 32,471 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.3% | 32,246 | $3.5M |
| Silver Oak Securities, Incorporated | 0.29% | Add +50.8% | 32,063 | $3.5M |
| Genesis Private Wealth, LLC | 1.58% | Add +4.2% | 31,072 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -58.0% | 30,361 | $3.3M |
| Strategic Blueprint, LLC | 0.16% | Reduce -19.4% | 29,601 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 28,900 | $3.1M |
| Ameriflex Group, Inc. | 1.61% | Reduce -32.2% | 28,742 | $3.1M |
| World Investment Advisors | 0.07% | Reduce -45.4% | 27,951 | $3.0M |
| Elevation Capital Advisory, LLC | 1.18% | Add +10.2% | 27,285 | $2.9M |
| Milestone Investment Advisors LLC | 0.76% | Reduce -5.2% | 27,216 | $2.9M |
| NBZ Investment Advisors LLC | 1.65% | Reduce -35.7% | 26,815 | $2.9M |
| Tme Financial, Inc. | 2.30% | Reduce -49.1% | 26,452 | $2.8M |
| Nwam LLC | 0.16% | Add +3.1% | 25,858 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 25,999 | $2.8M |
| Flow Traders U.S. LLC | 0.10% | Reduce -16.6% | 25,895 | $2.8M |
| CHB Investment Group, LLC | 1.38% | Reduce -0.1% | 25,038 | $2.7M |
| Citadel Advisors | 0.00% | Add +18.6% | 24,096 | $2.6M |
| Marks Group Wealth Management, Inc | 0.24% | No change | 23,892 | $2.6M |
| Hilltop Holdings Inc. | 0.15% | Reduce -8.1% | 22,267 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -43.5% | 22,132 | $2.4M |
| BridgePort Financial Solutions, LLC | 0.78% | Add +4.6% | 21,778 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 21,732 | $2.3M |
| Hickory Asset Management, Inc. | 1.79% | Reduce -19.5% | 20,150 | $2.2M |
| Fifth Third Securities, Inc. | 0.16% | Add +1.1% | 19,309 | $2.1M |
| Baron Financial Group, LLC | 1.18% | Add +1.7% | 18,640 | $2.0M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -4.9% | 18,520 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +79.0% | 18,300 | $2.0M |
| Beacon Financial Planning, Inc. | 1.09% | Reduce -16.5% | 18,109 | $2.0M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.2% | 18,036 | $1.9M |
"% 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.