Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q4 2025 (December 31)322holders +16
30new positions
24sold out
2famous investors
$113.80avg. 13F price*
At the end of Q4 2025, 322 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, up 16 from Q3 2025. 30 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($236.2M), LPL Financial LLC ($147.5M) and Raymond James Financial Inc. ($92.0M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.6M |
| Exits | 24 | $7.4M |
All 13F filers, Q3 2025 → Q4 2025: 350,575 shares bought and 1,695,952 shares sold, net −1,345,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Morgan Stanley | 0.01% | Reduce -5.7% | 2,074,872 | $236.2M |
| LPL Financial LLC | 0.04% | Reduce -19.4% | 1,295,252 | $147.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -27.7% | 807,792 | $92.0M |
| Bank of America Corp. | 0.01% | Reduce -20.8% | 752,096 | $85.6M |
| Fifth Third Bancorp | 0.16% | Reduce -7.8% | 439,630 | $50.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.2% | 374,146 | $42.6M |
| Howard Financial Services, LTD. | 4.47% | Reduce -2.7% | 335,500 | $38.2M |
| Modern Wealth Management, LLC | 0.50% | Reduce -0.9% | 241,243 | $27.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.8% | 205,414 | $23.4M |
| Campbell Deegan Wealth Management, LLC | 17.80% | Add +3.1% | 193,630 | $22.0M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 177,198 | $20.2M |
| Coastal Bridge Advisors, LLC | 1.45% | Add +0.4% | 169,779 | $19.3M |
| UBS Group AG | 0.00% | Reduce -4.9% | 161,831 | $18.4M |
| Creative Planning | 0.01% | Reduce -8.5% | 160,929 | $18.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -17.8% | 160,754 | $18.3M |
| Wells Fargo & Company | 0.00% | Reduce -13.7% | 136,897 | $15.6M |
| Cetera Investment Advisers | 0.02% | Reduce -12.2% | 133,109 | $15.2M |
| Stadion Money Management, LLC | 1.22% | Reduce -0.9% | 132,618 | $15.1M |
| Jones Financial Companies LLLP | 0.01% | Add +3.8% | 130,199 | $14.8M |
| D'Orazio & Associates, Inc. | 1.85% | Reduce -10.9% | 127,290 | $14.5M |
| Cedar Wealth Management, LLC | 4.33% | Reduce -7.1% | 126,998 | $14.5M |
| WESCAP Management Group, Inc. | 2.81% | Add +4.6% | 121,827 | $13.9M |
| Grange Capital, LLC | 13.08% | Add +0.9% | 119,715 | $13.6M |
| Silicon Valley Capital Partners | 1.22% | Reduce -8.1% | 118,131 | $13.5M |
| Retirement Planning Group, LLC | 0.44% | Reduce -6.0% | 116,741 | $13.3M |
| Darrow Company, Inc. | 5.52% | Add +1.3% | 107,900 | $12.3M |
| Longview Financial Advisors, Inc. | 8.31% | Add +1.4% | 107,438 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.23% | Reduce -45.4% | 102,704 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Add +6.9% | 97,649 | $11.1M |
| Flagship Harbor Advisors, LLC | 0.49% | Add +3.5% | 92,123 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -30.5% | 90,395 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 86,892 | $10.2M |
| Global Retirement Partners, LLC | 0.18% | Reduce -40.8% | 89,428 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -25.0% | 85,003 | $9.7M |
| MML Investors Services, LLC | 0.02% | Reduce -5.9% | 82,498 | $9.4M |
| Wood Tarver Financial Group, LLC | 2.45% | Reduce -3.0% | 76,474 | $8.7M |
| Perennial Investment Advisors, LLC | 0.67% | Reduce -17.7% | 74,590 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.7% | 73,905 | $8.4M |
| 1900 Wealth Management LLC | 0.51% | Reduce -1.6% | 70,042 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 67,624 | $7.7M |
| Thoroughbred Financial Services, LLC | 0.43% | Reduce -1.5% | 64,160 | $7.3M |
| Elevation Capital Advisory, LLC | 2.91% | Add +89.2% | 62,520 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -9.6% | 61,701 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.8% | 58,044 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.9% | 53,415 | $6.1M |
| &partners | 0.03% | Add +5.3% | 51,242 | $5.8M |
| Mariner, LLC | 0.01% | Reduce -2.9% | 50,617 | $5.8M |
| Alhambra Investment Management LLC | 2.59% | Reduce -1.3% | 48,852 | $5.6M |
| D.A. Davidson & Co. | 0.03% | Add +9.3% | 47,009 | $5.4M |
| Johnson & White Wealth Management, LLC | 2.27% | Add +9.4% | 45,741 | $5.2M |
| Principle Wealth Partners LLC | 0.29% | Reduce -3.5% | 45,406 | $5.2M |
| Liberty One Investment Management, LLC | 0.64% | Reduce -33.6% | 43,765 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 43,610 | $5.0M |
| Hudock, Inc. | 0.72% | Reduce -1.8% | 42,703 | $4.9M |
| First United Bank & Trust | 1.55% | Reduce -4.0% | 42,607 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 39,091 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +1.7% | 38,583 | $4.4M |
| Sovran Advisors, LLC | 0.37% | Reduce -7.6% | 37,411 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -4.1% | 37,671 | $4.3M |
| Eagle Strategies LLC | 0.54% | Reduce -2.7% | 36,870 | $4.2M |
| Cozad Asset Management Inc. | 0.32% | Reduce -13.1% | 35,832 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 35,511 | $4.0M |
| Jump Financial, LLC | 0.05% | New | 34,314 | $3.9M |
| Marble Wealth, LLC | 0.54% | — | 34,176 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +3.0% | 33,634 | $3.8M |
| Pine Harbor Wealth Management, LLC | 1.17% | Reduce -26.0% | 33,554 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -4.1% | 33,139 | $3.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -2.3% | 32,240 | $3.7M |
| Advyzon Investment Management, LLC | 0.41% | New | 30,660 | $3.5M |
| Arkadios Wealth Advisors | 0.07% | Add +1.6% | 29,756 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -2.7% | 29,436 | $3.4M |
| Nwam LLC | 0.19% | Add +10.7% | 28,602 | $3.3M |
| Kovack Advisors, Inc. | 0.16% | New | 29,196 | $3.3M |
| Perryman Financial Advisory Inc. | 0.48% | — | 28,988 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.9% | 28,781 | $3.3M |
| Finward Bancorp | 2.53% | Reduce -3.8% | 28,564 | $3.3M |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -13.5% | 28,163 | $3.2M |
| Breakwater Capital Group | 0.44% | Reduce -6.7% | 27,732 | $3.2M |
| Guardian Capital, LLC | 2.72% | — | 26,674 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | New | 25,690 | $2.9M |
| Genesis Private Wealth, LLC | 0.90% | Reduce -18.7% | 25,506 | $2.9M |
| Marks Group Wealth Management, Inc | 0.26% | No change | 23,892 | $2.7M |
| Galvin, Gaustad & Stein, LLC | 0.21% | New | 23,756 | $2.7M |
| Milestone Investment Advisors LLC | 0.64% | Reduce -8.4% | 23,389 | $2.7M |
| Integrity Alliance, Llc. | 0.10% | Add +4.9% | 23,059 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Reduce -52.2% | 22,617 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -2.7% | 22,008 | $2.5M |
| Tme Financial, Inc. | 1.68% | Reduce -14.5% | 21,016 | $2.4M |
| World Investment Advisors | 0.04% | Add +16.7% | 19,695 | $2.2M |
| Baron Financial Group, LLC | 1.13% | Reduce -0.2% | 18,565 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Add +0.9% | 18,552 | $2.1M |
| Transcend Capital Advisors, LLC | 0.16% | Add +0.3% | 18,092 | $2.1M |
| Beacon Financial Planning, Inc. | 0.98% | Reduce -0.3% | 17,842 | $2.0M |
| HighPoint Advisor Group LLC | 0.04% | New | 17,462 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Add +208.1% | 17,308 | $2.0M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -5.2% | 16,960 | $1.9M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +0.2% | 16,769 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.5% | 16,361 | $1.9M |
| ORG Partners LLC | 0.33% | No change | 16,012 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Add +38.5% | 15,808 | $1.8M |
"% 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.