Invesco S&P 500 Garp ETFSPGPETF
13F holders, Q1 2026 (March 31)298holders −24
16new positions
35sold out
2famous investors
$107.66avg. 13F price*
At the end of Q1 2026, 298 institutions reported holding Invesco S&P 500 Garp ETF (SPGP) in their 13F filings, down 24 from Q4 2025. 16 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($198.8M), LPL Financial LLC ($129.2M) and Raymond James Financial Inc. ($78.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.7M |
| Exits | 35 | $34.2M |
All 13F filers, Q4 2025 → Q1 2026: 350,329 shares bought and 1,601,517 shares sold, net −1,251,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Reduce -10.9% | 1,847,583 | $198.8M |
| LPL Financial LLC | 0.03% | Reduce -7.3% | 1,200,648 | $129.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.7% | 729,216 | $78.5M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 706,406 | $76.0M |
| Fifth Third Bancorp | 0.08% | Reduce -6.4% | 411,551 | $44.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.3% | 369,402 | $39.8M |
| Howard Financial Services, LTD. | 4.13% | Add +1.6% | 340,836 | $36.7M |
| Campbell Deegan Wealth Management, LLC | 16.74% | Reduce -0.0% | 193,546 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.3% | 190,404 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 179,510 | $19.3M |
| Coastal Bridge Advisors, LLC | 1.28% | Reduce -1.1% | 167,939 | $18.1M |
| UBS Group AG | 0.00% | Add +1.7% | 164,528 | $17.7M |
| BNP Paribas Financial Markets | 0.01% | Add +77.2% | 160,200 | $17.2M |
| Creative Planning | 0.01% | Reduce -5.6% | 151,888 | $16.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.2% | 141,214 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +3.0% | 134,125 | $14.1M |
| Cedar Wealth Management, LLC | 3.85% | Reduce -3.3% | 122,786 | $13.2M |
| WESCAP Management Group, Inc. | 2.55% | Reduce -1.3% | 120,202 | $12.9M |
| Cetera Investment Advisers | 0.01% | Reduce -10.4% | 119,234 | $12.8M |
| Darrow Company, Inc. | 5.51% | Add +5.3% | 113,671 | $12.2M |
| D'Orazio & Associates, Inc. | 1.58% | Reduce -11.0% | 113,320 | $12.2M |
| Modern Wealth Management, LLC | 0.20% | Reduce -54.2% | 110,492 | $11.9M |
| Longview Financial Advisors, Inc. | 7.21% | Add +2.1% | 109,700 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -20.8% | 108,480 | $11.7M |
| Silicon Valley Capital Partners | 1.14% | Reduce -8.2% | 108,457 | $11.7M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +13.9% | 104,888 | $11.3M |
| Grange Capital, LLC | 10.67% | Reduce -16.9% | 99,507 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.8% | 94,887 | $10.2M |
| Retirement Planning Group, LLC | 0.30% | Reduce -22.4% | 90,616 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 83,063 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.4% | 71,770 | $7.7M |
| 1900 Wealth Management LLC | 0.48% | Reduce -0.1% | 69,936 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.3% | 69,266 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.3% | 64,388 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Add +3.4% | 60,030 | $6.5M |
| Perennial Investment Advisors, LLC | 0.51% | Reduce -21.0% | 58,923 | $6.3M |
| &partners | 0.03% | Add +13.9% | 58,385 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.3% | 57,799 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.36% | Reduce -12.0% | 56,479 | $6.1M |
| Mariner, LLC | 0.01% | Add +7.5% | 54,386 | $5.9M |
| Jump Financial, LLC | 0.10% | Add +58.3% | 54,310 | $5.8M |
| D.A. Davidson & Co. | 0.03% | Add +4.4% | 49,097 | $5.3M |
| Alhambra Investment Management LLC | 2.43% | Add +0.3% | 48,976 | $5.3M |
| Johnson & White Wealth Management, LLC | 2.23% | Add +7.0% | 48,937 | $5.3M |
| Elevation Capital Advisory, LLC | 2.00% | Reduce -30.2% | 43,664 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.6% | 41,542 | $4.7M |
| Sovran Advisors, LLC | 0.34% | Add +0.0% | 37,415 | $4.4M |
| Citadel Advisors | 0.00% | Add +492.7% | 40,617 | $4.4M |
| Cerity Partners LLC | 0.01% | Add +3.4% | 40,402 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 39,218 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +10.4% | 36,576 | $3.9M |
| First United Bank & Trust | 1.27% | Reduce -14.8% | 36,292 | $3.9M |
| Perigon Wealth Management, LLC | 0.07% | Add +11.3% | 35,872 | $3.9M |
| Hudock, Inc. | 0.57% | Reduce -16.2% | 35,768 | $3.8M |
| Eagle Strategies LLC | 0.46% | Reduce -3.5% | 35,566 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -7.3% | 34,923 | $3.8M |
| Marble Wealth, LLC | 0.65% | Add +0.9% | 34,469 | $3.7M |
| Cozad Asset Management Inc. | 0.29% | Reduce -5.3% | 33,939 | $3.7M |
| Principle Wealth Partners LLC | 0.20% | Reduce -27.1% | 33,116 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.6% | 30,397 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.8% | 29,542 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.5% | 29,305 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | New | 29,082 | $3.1M |
| Perryman Financial Advisory Inc. | 0.46% | Reduce -0.9% | 28,735 | $3.1M |
| GC Wealth Management RIA, LLC | 0.13% | Add +1.9% | 28,702 | $3.1M |
| Nwam LLC | 0.18% | Add +0.1% | 28,638 | $3.1M |
| Finward Bancorp | 2.41% | Reduce -2.0% | 27,994 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 27,584 | $3.0M |
| Beacon Financial Planning, Inc. | 1.10% | Add +48.1% | 26,419 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -68.2% | 26,209 | $2.8M |
| Pine Harbor Wealth Management, LLC | 0.84% | Reduce -22.0% | 26,158 | $2.8M |
| Breakwater Capital Group | 0.37% | Reduce -7.1% | 25,755 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.6% | 25,604 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.9% | 24,949 | $2.7M |
| Integrity Alliance, Llc. | 0.10% | Add +5.7% | 24,364 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Add +7.7% | 24,356 | $2.6M |
| Marks Group Wealth Management, Inc | 0.25% | No change | 23,892 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Reduce -22.3% | 23,123 | $2.5M |
| Genesis Private Wealth, LLC | 0.78% | Reduce -9.5% | 23,089 | $2.5M |
| Kovack Advisors, Inc. | 0.13% | Reduce -23.4% | 22,356 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -78.6% | 22,007 | $2.4M |
| Milestone Investment Advisors LLC | 0.55% | Reduce -10.1% | 21,017 | $2.3M |
| Ascentis Independent Advisors | 0.17% | New | 20,341 | $2.2M |
| Tme Financial, Inc. | 1.50% | Reduce -4.0% | 20,180 | $2.2M |
| Liberty One Investment Management, LLC | 0.21% | Reduce -56.0% | 19,241 | $2.1M |
| Baron Financial Group, LLC | 1.08% | Add +0.1% | 18,575 | $2.0M |
| Hilltop Holdings Inc. | 0.18% | Reduce -1.0% | 18,370 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Add +3.4% | 17,895 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -1.1% | 17,885 | $1.9M |
| World Investment Advisors | 0.03% | Reduce -11.6% | 17,405 | $1.9M |
| Fifth Third Securities, Inc. | 0.12% | Add +1.0% | 17,126 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Reduce -2.1% | 16,423 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.2% | 16,333 | $1.8M |
| NWF Advisory Services Inc. | 0.19% | Add +17.0% | 15,689 | $1.7M |
| Ring Mountain Capital, LLC | 0.90% | Add +2.1% | 15,275 | $1.6M |
| Visionary Wealth Advisors | 0.07% | Add +0.2% | 15,255 | $1.6M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -14.6% | 14,915 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +44.0% | 14,196 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | No change | 13,880 | $1.5M |
| CSM Advisors, LLC | 0.04% | Reduce -11.2% | 13,500 | $1.5M |
"% 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.