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Invesco S&P 500 GARP ETF (SPGP) Institutional Ownership

Invesco S&P 500 GARP ETF logo
$108.96 +0.85 (+0.79%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$582.30M
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$834.82M
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SPGP Institutional Buying and Selling by Quarter

Invesco S&P 500 GARP ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Howard Financial Services LTD.346,178$37.28M4.9%-2.3%1.197%
6/27/2025Goldman Sachs Group Inc.43,696$4.36M0.0%+915.2%0.151%
6/2/2025Modern Wealth Management LLC32,279$3.22M0.1%+3.5%0.117%
5/28/2025Silicon Valley Capital Partners192,261$19.04M2.5%-61.1%0.674%
5/27/2025Jacobi Capital Management LLC6,514$651K0.0%+50.5%0.023%
5/21/2025Geneos Wealth Management Inc.39,160$3.91M0.1%-9.1%0.137%
5/20/2025Belpointe Asset Management LLC7,339$733K0.0%-32.9%0.026%
5/20/2025Integrity Alliance LLC.21,200$2.12M0.1%+100.0%0.074%
5/16/2025Prostatis Group LLC10,773$1.08M0.3%-12.2%0.038%
5/16/2025Arete Wealth Advisors LLC3,445$344K0.0%+10.5%0.012%
5/16/2025Goldman Sachs Group Inc.43,696$4.36M0.0%+915.2%0.153%
5/16/2025Jones Financial Companies Lllp100,675$10.06M0.0%+18.0%0.353%
5/16/2025NewEdge Advisors LLC64,651$6.46M0.0%-9.0%0.227%
5/16/2025Integrated Wealth Concepts LLC2,379$238K0.0%-92.9%0.008%
5/16/2025AQR Capital Management LLC3,375$337K0.0%N/A0.012%
5/15/2025EP Wealth Advisors LLC2,211$221K0.0%+12.7%0.008%
5/15/2025Ameriflex Group Inc.42,390$4.23M1.7%+1.6%0.149%
5/15/2025Royal Bank of Canada168,419$16.82M0.0%-27.4%0.590%
5/15/2025Calton & Associates Inc.20,022$2M0.5%+85.5%0.070%
5/15/2025Vermillion & White Wealth Management Group LLC774$77K0.1%-35.2%0.003%
5/14/2025Wealth Preservation Advisors LLC662$66K0.0%N/A0.002%
5/14/2025PKS Advisory Services LLC2,755$275K0.1%-51.8%0.010%
5/14/2025CSM Advisors LLC19,100$1.91M0.1%-19.1%0.067%
5/14/2025Comerica Bank5,846$584K0.0%-21.3%0.020%
5/14/2025Synovus Financial Corp28,324$2.83M0.0%-15.7%0.099%
5/14/2025Northwestern Mutual Wealth Management Co.593,037$59.23M0.0%-15.0%2.079%
5/14/2025Kestra Advisory Services LLC72,281$7.22M0.0%-45.4%0.253%
5/14/2025Hobbs Group Advisors LLC8,282$827K0.3%-36.6%0.029%
5/14/2025Integras Partners LLC3,311$331K0.3%-7.7%0.012%
5/14/2025Lionsbridge Wealth Management LLC21,004$2.10M1.9%-19.2%0.074%
5/14/2025Flow Traders U.S. LLC31,031$3.10M0.1%+183.5%0.109%
5/14/2025Capital Analysts LLC1,135$113K0.0%-8.0%0.004%
5/14/2025Andina Capital Management LLC6,078$607K0.4%-20.4%0.021%
5/13/2025Keystone Global Partners LLC2,093$209K0.1%N/A0.007%
5/13/2025Raymond James Financial Inc.1,449,956$144.82M0.1%-13.4%5.082%
5/13/2025Oder Investment Management LLC2,064$206K0.2%-61.2%0.007%
5/13/2025WESCAP Management Group Inc.132,867$13.27M3.2%-3.0%0.466%
5/13/2025HighTower Advisors LLC158,495$15.83M0.0%-22.7%0.556%
5/13/2025Elevation Capital Advisory LLC24,751$2.47M1.1%+4.7%0.087%
5/12/2025Aveo Capital Partners LLC5,174$505K0.1%-35.0%0.018%
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5/12/2025Darrow Company Inc.98,921$9.88M5.5%-0.6%0.347%
5/12/2025Townsquare Capital LLC7,110$710K0.0%N/A0.025%
5/12/2025WBH Advisory Inc.11,300$1.13M0.1%-2.9%0.040%
5/9/2025Citizens Financial Group Inc. RI19,120$1.91M0.0%-74.4%0.067%
5/9/2025Tidemark LLC432$43K0.0%-37.4%0.002%
5/9/2025Atria Wealth Solutions Inc.91,800$9.17M0.1%-10.0%0.322%
5/9/2025Thoroughbred Financial Services LLC74,240$7.42M0.5%+0.7%0.247%
5/9/2025NBZ Investment Advisors LLC41,717$4.17M2.4%-65.3%0.139%
5/9/2025Commonwealth Equity Services LLC371,137$37.07M0.1%-5.8%1.235%
5/9/2025Cedar Wealth Management LLC144,028$14.39M5.1%-0.4%0.479%
5/8/2025US Bancorp DE5,182$518K0.0%+31.7%0.017%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,885$288K0.0%-30.9%0.010%
5/8/2025Harbour Investments Inc.3,741$374K0.0%-17.7%0.012%
5/8/2025CAP Partners LLC2,310$231K0.2%-51.6%0.008%
5/8/2025Walled Lake Planning & Wealth Management LLC7,112$710K0.3%+2.6%0.024%
5/8/2025Geneos Wealth Management Inc.39,450$3.94M0.1%-8.5%0.131%
5/8/2025Cozad Asset Management Inc.56,868$5.68M0.6%-1.8%0.189%
5/7/2025LPL Financial LLC2,557,114$255.41M0.1%-20.4%8.507%
5/7/2025Inspire Advisors LLC17,299$1.73M0.2%-5.8%0.058%
5/7/2025First Heartland Consultants Inc.4,643$464K0.0%-30.4%0.015%
5/7/2025Drive Wealth Management LLC2,940$294K0.1%N/A0.010%
5/7/2025Trilogy Capital Inc.42,706$4.27M0.2%+2.4%0.142%
5/6/2025Cetera Investment Advisers59,734$5.97M0.0%-5.8%0.199%
5/6/2025Avantax Advisory Services Inc.110,475$11.03M0.1%+3.4%0.368%
5/6/2025Principle Wealth Partners LLC119,466$11.93M0.9%+4.1%0.397%
5/6/2025AE Wealth Management LLC1,829$183K0.0%-96.1%0.006%
5/6/2025PFG Advisors5,903$590K0.0%-4.7%0.020%
5/6/2025Obermeyer Wealth Partners5,451$544K0.0%-33.4%0.018%
5/5/2025Gries Financial LLC2,537$253K0.0%N/A0.008%
5/5/2025J.W. Cole Advisors Inc.14,059$1.40M0.0%N/A0.047%
5/5/2025IFP Advisors Inc4,829$482K0.0%-14.4%0.016%
5/5/2025OneAscent Financial Services LLC14,948$1.49M0.1%-10.2%0.050%
5/5/2025Calton & Associates Inc.46,640$4.66M0.6%+332.1%0.155%
5/5/2025Kestra Private Wealth Services LLC5,751$574K0.0%-49.6%0.019%
5/5/2025Csenge Advisory Group8,319$770K0.0%-43.9%0.028%
5/5/2025Private Advisor Group LLC64,212$6.41M0.0%-20.3%0.214%
5/5/2025Nwam LLC25,077$2.51M0.2%+9.1%0.083%
5/5/2025Ring Mountain Capital LLC15,262$1.52M1.1%+72.1%0.051%
5/2/2025Kingsview Wealth Management LLC5,063$506K0.0%-20.6%0.017%
5/2/2025Hudock Inc.36,596$3.66M0.6%+19.0%0.122%
5/2/2025Larson Financial Group LLC280$28K0.0%+13,900.0%0.001%
5/2/2025Grange Capital LLC166,727$16.65M19.4%+1.4%0.555%
5/2/2025Sigma Planning Corp10,222$1.02M0.0%-24.3%0.034%
5/1/2025Key Financial Inc4,700$469K0.1%N/A0.016%
5/1/2025CWM LLC6,261$625K0.0%-18.5%0.021%
5/1/2025High Note Wealth LLC4,996$499K0.1%-2.8%0.017%
5/1/2025Fifth Third Securities Inc.19,095$1.91M0.2%-12.8%0.064%
5/1/2025Barry Investment Advisors LLC6,511$650K0.2%-4.3%0.022%
4/30/2025Allworth Financial LP41,477$3.99M0.0%-29.5%0.138%
4/30/2025Stratos Wealth Partners LTD.12,920$1.29M0.0%-94.4%0.043%
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4/30/202549 Wealth Management LLC6,380$637K0.1%-50.0%0.021%
4/30/2025Liberty One Investment Management LLC66,739$6.67M0.7%-2.1%0.222%
4/30/2025Brown Advisory Inc.11,833$1.18M0.0%-5.3%0.039%
4/29/2025U.S. Capital Wealth Advisors LLC21,880$2.19M0.1%-25.4%0.073%
4/29/2025Wood Tarver Financial Group LLC80,513$8.04M2.6%+7.8%0.268%
4/29/2025Envestnet Asset Management Inc.259,480$25.92M0.0%-17.4%0.863%
4/29/2025Investor s Fiduciary Advisor Network LLC4,769$476K0.2%-11.4%0.016%
4/29/2025Summit Financial Consulting LLC3,083$308K0.3%N/A0.010%
4/29/2025Concurrent Investment Advisors LLC2,795$279K0.0%-37.3%0.009%
4/29/2025World Investment Advisors51,209$5.12M0.1%+8.6%0.170%
(Data available from 1/1/2016 forward)

SPGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPGP shares?

During the previous two years, 399 institutional investors and hedge funds held shares of Invesco S&P 500 GARP ETF. The most heavily invested institutionals were Morgan Stanley ($454.93M), LPL Financial LLC ($255.41M), Raymond James Financial Inc. ($144.82M), Raymond James Financial Services Advisors Inc. ($142.67M), Bank of America Corp DE ($130.47M), Fifth Third Bancorp ($100.75M), and Wells Fargo & Company MN ($59.33M).Learn more on Invesco S&P 500 GARP ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 GARP ETF's stock?

Of the 357 institutional investors that purchased Invesco S&P 500 GARP ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.67M), Envestnet Asset Management Inc. ($1.22M), LPL Financial LLC ($1.15M), Morgan Stanley ($832.39K), Raymond James Financial Services Advisors Inc. ($595.44K), Wells Fargo & Company MN ($514.68K), and Cambridge Investment Research Advisors Inc. ($476.96K).

How much institutional buying is happening at Invesco S&P 500 GARP ETF?

Institutional investors have bought a total of 5,599,956 shares in the last 24 months. This purchase volume represents approximately $582.30M in transactions.

Which of Invesco S&P 500 GARP ETF's major shareholders have been selling company stock?

Of the 196 institutional investors that sold Invesco S&P 500 GARP ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Planning Group LLC ($1.12M), LPL Financial LLC ($1.08M), Thrivent Financial for Lutherans ($632.59K), Silicon Valley Capital Partners ($511.51K), MML Investors Services LLC ($428.40K), Envestnet Asset Management Inc. ($303.40K), and Fifth Third Bancorp ($265.84K).

How much institutional selling is happening at Invesco S&P 500 GARP ETF?

Institutional investors have sold a total of 8,146,293 shares in the last 24 months. This volume of shares sold represents approximately $834.82M in transactions.


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This page (NYSEARCA:SPGP) was last updated on 7/4/2025 by MarketBeat.com Staff
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