Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q3 2025 (September 30)306holders −7
23new positions
26sold out
3famous investors
$113.87avg. 13F price*
At the end of Q3 2025, 306 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 7 from Q2 2025. 23 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($250.1M), LPL Financial LLC ($182.6M) and Raymond James Financial Inc. ($127.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $22.5M |
| Exits | 26 | $17.4M |
All 13F filers, Q2 2025 → Q3 2025: 789,238 shares bought and 2,513,897 shares sold, net −1,724,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| Morgan Stanley | 0.02% | Reduce -9.2% | 2,201,103 | $250.1M |
| LPL Financial LLC | 0.05% | Reduce -28.3% | 1,607,123 | $182.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.1% | 1,117,506 | $127.0M |
| Bank of America Corp. | 0.01% | Reduce -7.4% | 950,058 | $107.9M |
| Fifth Third Bancorp | 0.17% | Reduce -12.5% | 477,082 | $54.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -36.5% | 374,826 | $42.6M |
| Howard Financial Services, LTD. | 4.80% | Reduce -0.4% | 344,943 | $39.2M |
| Modern Wealth Management, LLC | 0.55% | Add +644.9% | 243,512 | $27.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -38.0% | 222,673 | $25.3M |
| Osaic Holdings, Inc. | 0.03% | Add +10.6% | 195,608 | $22.1M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +3.0% | 187,916 | $21.4M |
| Campbell Deegan Wealth Management, LLC | 19.05% | Add +1.2% | 187,787 | $21.3M |
| Creative Planning | 0.02% | Reduce -5.7% | 175,839 | $20.0M |
| Royal Bank of Canada | 0.00% | Add +35.1% | 173,257 | $19.7M |
| UBS Group AG | 0.00% | Reduce -28.6% | 170,101 | $19.3M |
| Coastal Bridge Advisors, LLC | 1.46% | Reduce -0.0% | 169,093 | $19.2M |
| Wells Fargo & Company | 0.00% | Reduce -40.6% | 158,708 | $18.0M |
| Cetera Investment Advisers | 0.02% | Add +217.8% | 151,551 | $17.2M |
| Global Retirement Partners, LLC | 0.38% | Reduce -16.9% | 150,949 | $17.2M |
| D'Orazio & Associates, Inc. | 2.15% | Reduce -28.4% | 142,931 | $16.2M |
| Cedar Wealth Management, LLC | 4.76% | Reduce -4.0% | 136,678 | $15.5M |
| Stadion Money Management, LLC | 1.21% | Reduce -4.4% | 133,818 | $15.2M |
| BNP Paribas Financial Markets | 0.01% | Add +115.6% | 130,000 | $14.8M |
| Silicon Valley Capital Partners | 1.38% | Reduce -20.9% | 128,471 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +6.7% | 125,386 | $14.2M |
| Retirement Planning Group, LLC | 0.49% | Reduce -42.3% | 124,262 | $14.1M |
| Grange Capital, LLC | 13.03% | Reduce -1.0% | 118,643 | $13.5M |
| WESCAP Management Group, Inc. | 2.78% | Reduce -0.1% | 116,472 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -6.5% | 113,317 | $12.9M |
| Darrow Company, Inc. | 5.62% | Add +3.4% | 106,512 | $12.1M |
| Longview Financial Advisors, Inc. | 8.59% | Reduce -21.1% | 106,010 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.5% | 91,493 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.4% | 91,336 | $10.4M |
| Perennial Investment Advisors, LLC | 0.85% | Reduce -36.7% | 90,676 | $10.3M |
| Flagship Harbor Advisors, LLC | 0.44% | Add +10.5% | 88,983 | $10.1M |
| MML Investors Services, LLC | 0.03% | Reduce -2.7% | 87,650 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 82,721 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 79,625 | $9.0M |
| Wood Tarver Financial Group, LLC | 2.64% | Add +2.6% | 78,863 | $9.0M |
| 1900 Wealth Management LLC | 0.55% | Reduce -0.3% | 71,156 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 70,424 | $8.0M |
| Truist Financial Corp. | 0.01% | Add +3.7% | 68,242 | $7.8M |
| Liberty One Investment Management, LLC | 0.42% | Reduce -2.5% | 65,941 | $7.5M |
| Thoroughbred Financial Services, LLC | 0.46% | Reduce -2.4% | 65,166 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Add +3.3% | 59,689 | $6.8M |
| Mariner, LLC | 0.01% | Reduce -4.8% | 52,145 | $5.9M |
| Alhambra Investment Management LLC | 2.67% | Reduce -1.9% | 49,489 | $5.6M |
| &partners | 0.04% | New | 48,648 | $5.5M |
| Money Concepts Capital Corp. | 0.33% | Add +5.0% | 47,353 | $5.4M |
| Principle Wealth Partners LLC | 0.31% | Reduce -58.4% | 47,028 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 46,304 | $5.3M |
| Pine Harbor Wealth Management, LLC | 1.65% | Reduce -19.9% | 45,350 | $5.2M |
| First United Bank & Trust | 1.64% | Reduce -7.6% | 44,385 | $5.0M |
| Hudock, Inc. | 0.75% | Reduce -0.5% | 43,500 | $4.9M |
| D.A. Davidson & Co. | 0.03% | Add +1.4% | 43,011 | $4.9M |
| Johnson & White Wealth Management, LLC | 2.18% | Add +2.8% | 41,808 | $4.8M |
| Cozad Asset Management Inc. | 0.37% | Reduce -21.0% | 41,233 | $4.7M |
| Sovran Advisors, LLC | 0.40% | Reduce -18.3% | 40,499 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +1.6% | 39,387 | $4.5M |
| Allworth Financial LP | 0.02% | Reduce -0.8% | 39,272 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +1.6% | 37,922 | $4.3M |
| Eagle Strategies LLC | 0.58% | Add +1.3% | 37,877 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 36,624 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +107.8% | 34,555 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -21.2% | 1,851 | $3.9M |
| Elevation Capital Advisory, LLC | 1.50% | Add +21.1% | 33,043 | $3.8M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.3% | 33,000 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.8% | 32,658 | $3.7M |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -21.2% | 32,574 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.3% | 31,955 | $3.6M |
| Genesis Private Wealth, LLC | 1.50% | Add +1.0% | 31,377 | $3.6M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -6.2% | 30,254 | $3.4M |
| Breakwater Capital Group | 0.50% | Reduce -8.5% | 29,716 | $3.4M |
| Finward Bancorp | 2.56% | Reduce -13.7% | 29,677 | $3.4M |
| Arkadios Wealth Advisors | 0.08% | New | 29,301 | $3.3M |
| Nwam LLC | 0.16% | Reduce -0.1% | 25,837 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +184.8% | 25,703 | $2.9M |
| Milestone Investment Advisors LLC | 0.72% | Reduce -6.2% | 25,526 | $2.9M |
| Tme Financial, Inc. | 2.09% | Reduce -7.1% | 24,577 | $2.8M |
| Marks Group Wealth Management, Inc | 0.25% | No change | 23,892 | $2.7M |
| Geneos Wealth Management Inc. | 0.07% | Add +2.2% | 22,623 | $2.6M |
| Integrity Alliance, Llc. | 0.12% | New | 21,991 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -6.6% | 20,299 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +8.2% | 19,807 | $2.3M |
| Baron Financial Group, LLC | 1.16% | Reduce -0.2% | 18,610 | $2.1M |
| Hilltop Holdings Inc. | 0.11% | Reduce -17.4% | 18,388 | $2.1M |
| Transcend Capital Advisors, LLC | 0.14% | Add +0.0% | 18,039 | $2.0M |
| Beacon Financial Planning, Inc. | 1.05% | Reduce -1.2% | 17,890 | $2.0M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -7.4% | 17,881 | $2.0M |
| CSM Advisors, LLC | 0.06% | No change | 17,800 | $2.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | New | 17,607 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Reduce -0.2% | 16,931 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -39.6% | 16,874 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +77.9% | 16,783 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.22% | Add +3.7% | 16,740 | $1.9M |
| Spectrum Wealth Advisory Group, LLC | 0.77% | Reduce -0.1% | 16,396 | $1.9M |
| ORG Partners LLC | 0.34% | No change | 16,012 | $1.8M |
| Ring Mountain Capital, LLC | 0.98% | Reduce -1.4% | 15,545 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Reduce -61.8% | 15,158 | $1.7M |
| Inspire Advisors, LLC | 0.16% | Reduce -7.2% | 14,483 | $1.6M |
"% 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.