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

Invesco S&P 500 GARP ETF logo
$129.14 +0.12 (+0.09%)
As of 09:51 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$131.53M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$340.13M
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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
7/10/2026 Investors Research Corp4,419$540K0.1%-20.9%0.025%
7/10/2026 Redhawk Wealth Advisors Inc.15,984$1.96M0.2%-2.7%0.089%
7/10/2026 Wealthcare Advisory Partners LLC22,434$2.74M0.1%+1.9%0.125%
7/9/2026 Baron Financial Group LLC17,775$2.17M1.0%-4.3%0.099%
7/9/2026 Breakwater Capital Group24,147$2.95M0.4%-6.2%0.135%
7/8/2026 Puff Wealth Management LLC2,820$345K0.4%N/A0.016%
7/8/2026 Clark Asset Management LLC4,259$521K0.0%+6.4%0.024%
7/7/2026 Integral Investment Advisors Inc.10,989$1.34M0.3%-4.8%0.061%
7/7/2026 Howard Financial Services LTD.327,925$40.10M4.0%-3.8%1.833%
7/6/2026 Longview Financial Advisors Inc.113,518$13.88M8.1%+3.5%0.635%
6/18/2026Western Wealth Management LLC1,176$127K0.0%N/A0.006%
6/3/2026 NewEdge Advisors LLC25,604$2.76M0.0%-33.6%0.136%
5/28/2026Cozad Asset Management Inc.33,939$3.65M0.3%-5.3%0.180%
5/19/2026Western Wealth Management LLC1,176$127K0.0%N/A0.006%
5/19/2026Silicon Valley Capital Partners108,457$11.67M1.1%-8.2%0.575%
5/19/2026 NewEdge Advisors LLC10,134$1.09M0.0%-73.7%0.054%
5/19/2026Bank of America Corp DE706,406$76.02M0.0%-6.1%3.746%
5/19/2026 Arkadios Wealth Advisors23,123$2.49M0.0%-22.3%0.123%
5/18/2026Sunbelt Securities Inc.2,162$233K0.0%+4.2%0.011%
5/18/2026Royal Bank of Canada179,510$19.32M0.0%+1.3%0.952%
5/16/2026Quantinno Capital Management LP14,196$1.53M0.0%+44.0%0.075%
5/15/2026Waverly Advisors LLC11,282$1.21M0.0%+1.3%0.060%
5/14/2026Hilltop Holdings Inc.18,370$1.98M0.2%-1.0%0.097%
5/14/2026 GC Wealth Management RIA LLC28,702$3.09M0.1%+1.9%0.152%
5/14/2026Modern Wealth Management LLC110,492$11.93M0.2%-54.2%0.586%
5/14/2026Liberty One Investment Management LLC19,241$2.07M0.2%-56.0%0.102%
5/14/2026 Lido Advisors LLC4,206$453K0.0%N/A0.022%
5/13/2026 Cetera Investment Advisers119,234$12.83M0.0%-10.4%0.632%
5/7/2026 Scarborough Advisors LLC744$80K0.0%-46.8%0.004%
5/5/2026 D.A. Davidson & CO.49,097$5.28M0.0%+4.4%0.260%
5/5/2026Milestone Investment Advisors LLC21,017$2.26M0.5%-10.1%0.111%
5/5/2026 Geneos Wealth Management Inc.9,807$1.06M0.0%-55.4%0.052%
5/5/2026Sanctuary Advisors LLC3,422$368K0.0%-63.3%0.018%
5/4/2026 Retirement Planning Group LLC90,616$9.75M0.3%-22.4%0.480%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,183$343K0.0%-7.7%0.017%
5/4/2026 NWF Advisory Services Inc.15,689$1.69M0.2%+17.0%0.083%
5/2/2026 International Assets Investment Management LLC4,328$467K0.0%-3.2%0.023%
5/1/2026 Fifth Third Bancorp411,551$44.29M0.1%-6.4%2.182%
5/1/2026 Darwin Wealth Management LLC2,374$255K0.1%+6.5%0.013%
5/1/2026 Sequoia Financial Advisors LLC5,071$546K0.0%-4.5%0.027%
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5/1/2026 Walled Lake Planning & Wealth Management LLC5,932$638K0.2%-10.2%0.031%
4/30/2026 Whipplewood Advisors LLC4,383$472K0.2%-11.6%0.023%
4/30/2026ATX Financial Planning LLC2,577$277K0.2%-13.5%0.014%
4/30/2026 Kestra Advisory Services LLC27,584$2.97M0.0%-4.2%0.146%
4/30/2026 Money Concepts Capital Corp24,356$2.62M0.1%+7.7%0.129%
4/30/2026Quantum Portfolio Management LLC7,036$757K0.0%N/A0.037%
4/29/2026 Grange Capital LLC99,507$10.71M10.7%-16.9%0.527%
4/28/2026 Ascentis Independent Advisors20,341$2.19M0.2%N/A0.107%
4/28/2026Pine Harbor Wealth Management LLC26,158$2.82M0.8%-22.0%0.138%
4/28/2026 Astoria Portfolio Advisors LLC.3,935$462K0.1%-3.9%0.021%
4/28/2026 Latitude Advisors LLC9,087$978K0.4%-3.6%0.048%
4/28/2026 WBH Advisory Inc.7,448$804K0.1%-2.1%0.039%
4/27/2026World Investment Advisors17,405$1.87M0.0%-11.6%0.092%
4/27/2026 Private Advisor Group LLC60,030$6.46M0.0%+3.4%0.317%
4/27/2026 Prasad Wealth Partners LLC6,038$650K0.2%-5.6%0.032%
4/23/2026 Fairway Wealth LLC8,229$882K0.2%+5.5%0.043%
4/22/2026 Janney Montgomery Scott LLC29,542$3.18M0.0%-16.8%0.156%
4/22/2026 Merkkuri Wealth Advisors LLC809$87K0.1%N/A0.004%
4/21/2026 Retirement Planning Group LLC NY7,320$788K0.5%-10.5%0.038%
4/21/2026 First United Bank & Trust36,292$3.91M1.3%-14.8%0.191%
4/20/2026 Longview Financial Advisors Inc.109,700$11.81M7.2%+2.1%0.576%
4/20/2026 Kestra Private Wealth Services LLC36,576$3.94M0.0%+10.4%0.192%
4/20/2026 Breakwater Capital Group25,755$2.77M0.4%-7.1%0.135%
4/17/2026 Sovereign Financial Group Inc.3,749$403K0.1%-7.8%0.020%
4/17/2026 Summit Wealth Partners LLC2,360$254K0.0%N/A0.012%
4/17/2026 Brookstone Capital Management9,758$1.05M0.0%+10.3%0.051%
4/16/2026 Genesis Private Wealth LLC23,089$2.49M0.8%-9.5%0.121%
3/16/2026 Bank of New Hampshire5,465$622K0.1%-5.7%0.026%
3/13/2026World Investment Advisors19,695$2.24M0.0%+16.7%0.094%
3/6/2026 Redwood Family Wealth LLC4,001$456K0.4%N/A0.019%
3/5/2026 Bayban1,500$171K0.2%N/A0.007%
3/3/2026 NWF Advisory Services Inc.13,410$1.53M0.2%-1.9%0.064%
3/2/2026Sankala Group LLC2,314$267K0.2%N/A0.011%
2/24/2026 Astoria Portfolio Advisors LLC.4,094$466K0.1%-64.5%0.020%
2/20/2026White Knight Strategic Wealth Advisors LLC14,379$1.64M1.2%+10.8%0.069%
2/19/2026Claris Financial LLC3,185$363K0.2%N/A0.015%
2/19/2026ATX Financial Planning LLC2,979$339K0.3%N/A0.014%
2/19/2026 Axxcess Wealth Management LLC2,224$253K0.0%N/A0.011%
2/18/2026 Mercer Global Advisors Inc. ADV4,281$487K0.0%+3.2%0.020%
2/18/2026Coastal Bridge Advisors LLC169,779$19.33M1.4%+0.4%0.813%
2/18/2026 NewEdge Advisors LLC38,583$4.39M0.0%+1.7%0.185%
2/17/2026 Cetera Investment Advisers133,109$15.16M0.0%-12.2%0.637%
2/17/2026Hilltop Holdings Inc.18,552$2.11M0.1%+0.9%0.089%
2/17/2026Equitable Holdings Inc.33,634$3.83M0.0%+3.0%0.161%
2/17/2026 Kovack Advisors Inc.29,196$3.32M0.2%N/A0.140%
2/17/2026Jump Financial LLC34,314$3.91M0.0%N/A0.164%
2/17/2026 Fairscale Capital LLC3,461$394K0.3%-7.1%0.017%
2/17/2026Osaic Holdings Inc.160,754$18.31M0.0%-17.8%0.770%
2/17/2026 Private Advisor Group LLC58,044$6.61M0.0%-2.8%0.278%
2/17/2026Stadion Money Management LLC132,618$15.10M1.2%-0.9%0.635%
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2/17/2026&PARTNERS51,242$5.83M0.0%+5.3%0.245%
2/17/2026Royal Bank of Canada177,198$20.18M0.0%+2.3%0.848%
2/16/2026 Perryman Financial Advisory Inc. AD28,988$3.30M0.5%N/A0.139%
2/16/2026 MML Investors Services LLC82,498$9.39M0.0%-5.9%0.395%
2/16/2026Mariner LLC50,617$5.76M0.0%-2.9%0.242%
2/16/2026 Arax Advisory Partners506$58K0.0%N/A0.002%
2/16/2026Brown Advisory Inc.11,733$1.34M0.0%+3.5%0.056%
2/16/2026 Aptus Capital Advisors LLC264$30K0.0%-36.2%0.001%
2/13/2026 Jacobi Capital Management LLC6,458$735K0.0%-1.9%0.031%
2/13/2026CreativeOne Wealth LLC7,816$890K0.0%+25.8%0.037%


SPGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 369 institutional investors and hedge funds held shares of Invesco S&P 500 GARP ETF. The most heavily invested institutionals were Morgan Stanley ($236.25M), LPL Financial LLC ($147.48M), Raymond James Financial Inc. ($126.97M), Bank of America Corp DE ($76.02M), Raymond James & Associates ($44.85M), Fifth Third Bancorp ($44.29M), and Northwestern Mutual Wealth Management Co. ($42.60M).Learn more on Invesco S&P 500 GARP ETF's institutional investors.

Of the 268 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), Wells Fargo & Company MN ($240.94K), Modern Wealth Management LLC ($212.31K), Global Retirement Partners LLC ($184.83K), Campbell Deegan Wealth Management LLC ($182.34K), Grange Capital LLC ($167.80K), and Retirement Planning Group LLC ($159.01K).

Institutional investors have bought a total of 1,165,051 shares in the last 24 months. This purchase volume represents approximately $131.53M in transactions.

Of the 161 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: LPL Financial LLC ($311.87K), Bank of America Corp DE ($265.52K), Northwestern Mutual Wealth Management Co. ($216.11K), Commonwealth Equity Services LLC ($153.89K), Fifth Third Bancorp ($133.60K), Modern Wealth Management LLC ($130.75K), and Morgan Stanley ($126.23K).

Institutional investors have sold a total of 3,030,056 shares in the last 24 months. This volume of shares sold represents approximately $340.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPGP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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