Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free SPGP Stock Alerts

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

Invesco S&P 500 GARP ETF logo
$124.38 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$169.73M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$563.43M
Get SPGP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 GARP ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPGP Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC1,176$127K0.0%N/A0.006%
6/3/2026NewEdge 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%
5/19/2026NewEdge 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%
5/19/2026Arkadios 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%
5/14/2026GC 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%
5/14/2026Lido Advisors LLC4,206$453K0.0%N/A0.022%
5/13/2026Cetera Investment Advisers119,234$12.83M0.0%-10.4%0.632%
5/7/2026Scarborough Advisors LLC744$80K0.0%-46.8%0.004%
5/5/2026D.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%
5/5/2026Geneos Wealth Management Inc.9,807$1.06M0.0%-55.4%0.052%
5/5/2026Sanctuary Advisors LLC3,422$368K0.0%-63.3%0.018%
5/4/2026Retirement Planning Group LLC90,616$9.75M0.3%-22.4%0.480%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,183$343K0.0%-7.7%0.017%
5/4/2026NWF Advisory Services Inc.15,689$1.69M0.2%+17.0%0.083%
5/2/2026International Assets Investment Management LLC4,328$467K0.0%-3.2%0.023%
5/1/2026Fifth Third Bancorp411,551$44.29M0.1%-6.4%2.182%
5/1/2026Darwin Wealth Management LLC2,374$255K0.1%+6.5%0.013%
5/1/2026Sequoia Financial Advisors LLC5,071$546K0.0%-4.5%0.027%
5/1/2026Walled Lake Planning & Wealth Management LLC5,932$638K0.2%-10.2%0.031%
4/30/2026Whipplewood Advisors LLC4,383$472K0.2%-11.6%0.023%
4/30/2026ATX Financial Planning LLC2,577$277K0.2%-13.5%0.014%
4/30/2026Kestra Advisory Services LLC27,584$2.97M0.0%-4.2%0.146%
4/30/2026Money Concepts Capital Corp24,356$2.62M0.1%+7.7%0.129%
4/30/2026Quantum Portfolio Management LLC7,036$757K0.0%N/A0.037%
4/29/2026Grange Capital LLC99,507$10.71M10.7%-16.9%0.527%
4/28/2026Ascentis Independent Advisors20,341$2.19M0.2%N/A0.107%
4/28/2026Pine Harbor Wealth Management LLC26,158$2.82M0.8%-22.0%0.138%
4/28/2026Astoria Portfolio Advisors LLC.3,935$462K0.1%-3.9%0.021%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/28/2026Latitude Advisors LLC9,087$978K0.4%-3.6%0.048%
4/28/2026WBH Advisory Inc.7,448$804K0.1%-2.1%0.039%
4/27/2026World Investment Advisors17,405$1.87M0.0%-11.6%0.092%
4/27/2026Private Advisor Group LLC60,030$6.46M0.0%+3.4%0.317%
4/27/2026Prasad Wealth Partners LLC6,038$650K0.2%-5.6%0.032%
4/23/2026Fairway Wealth LLC8,229$882K0.2%+5.5%0.043%
4/22/2026Janney Montgomery Scott LLC29,542$3.18M0.0%-16.8%0.156%
4/22/2026Merkkuri Wealth Advisors LLC809$87K0.1%N/A0.004%
4/21/2026Retirement Planning Group LLC NY7,320$788K0.5%-10.5%0.038%
4/21/2026First United Bank & Trust36,292$3.91M1.3%-14.8%0.191%
4/20/2026Longview Financial Advisors Inc.109,700$11.81M7.2%+2.1%0.576%
4/20/2026Kestra Private Wealth Services LLC36,576$3.94M0.0%+10.4%0.192%
4/20/2026Breakwater Capital Group25,755$2.77M0.4%-7.1%0.135%
4/17/2026Sovereign Financial Group Inc.3,749$403K0.1%-7.8%0.020%
4/17/2026Summit Wealth Partners LLC2,360$254K0.0%N/A0.012%
4/17/2026Brookstone Capital Management9,758$1.05M0.0%+10.3%0.051%
4/16/2026Genesis Private Wealth LLC23,089$2.49M0.8%-9.5%0.121%
3/16/2026Bank of New Hampshire5,465$622K0.1%-5.7%0.026%
3/13/2026World Investment Advisors19,695$2.24M0.0%+16.7%0.094%
3/6/2026Redwood Family Wealth LLC4,001$456K0.4%N/A0.019%
3/5/2026Bayban1,500$171K0.2%N/A0.007%
3/3/2026NWF Advisory Services Inc.13,410$1.53M0.2%-1.9%0.064%
3/2/2026Sankala Group LLC2,314$267K0.2%N/A0.011%
2/24/2026Astoria 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%
2/19/2026Axxcess Wealth Management LLC2,224$253K0.0%N/A0.011%
2/18/2026Mercer 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%
2/18/2026NewEdge Advisors LLC38,583$4.39M0.0%+1.7%0.185%
2/17/2026Cetera 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%
2/17/2026Kovack Advisors Inc.29,196$3.32M0.2%N/A0.140%
2/17/2026Jump Financial LLC34,314$3.91M0.0%N/A0.164%
2/17/2026Fairscale Capital LLC3,461$394K0.3%-7.1%0.017%
2/17/2026Osaic Holdings Inc.160,754$18.31M0.0%-17.8%0.770%
2/17/2026Private 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%
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%
2/16/2026Perryman Financial Advisory Inc. AD28,988$3.30M0.5%N/A0.139%
2/16/2026MML Investors Services LLC82,498$9.39M0.0%-5.9%0.395%
2/16/2026Mariner LLC50,617$5.76M0.0%-2.9%0.242%
2/16/2026Arax Advisory Partners506$58K0.0%N/A0.002%
2/16/2026Brown Advisory Inc.11,733$1.34M0.0%+3.5%0.056%
2/16/2026Aptus Capital Advisors LLC264$30K0.0%-36.2%0.001%
2/13/2026Jacobi Capital Management LLC6,458$735K0.0%-1.9%0.031%
2/13/2026CreativeOne Wealth LLC7,816$890K0.0%+25.8%0.037%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/13/2026Kestra Advisory Services LLC28,781$3.28M0.0%-9.9%0.138%
2/13/2026Liberty One Investment Management LLC43,765$4.98M0.6%-33.6%0.210%
2/13/2026Silicon Valley Capital Partners118,131$13.45M1.2%-8.0%0.565%
2/13/2026Inspire Advisors LLC13,336$1.52M0.1%-7.9%0.064%
2/13/2026Visionary Wealth Advisors15,222$1.73M0.1%-10.1%0.073%
2/13/2026Smartleaf Asset Management LLC508$58K0.0%-29.4%0.002%
2/13/2026Advyzon Investment Management LLC30,660$3.49M0.4%N/A0.147%
2/13/2026Morgan Stanley2,074,872$236.25M0.0%-5.7%9.932%
2/13/2026Arkadios Wealth Advisors29,756$3.39M0.1%+1.6%0.142%
2/13/2026Ausdal Financial Partners Inc.1,765$201K0.0%N/A0.008%


SPGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 386 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 Services Advisors Inc. ($142.67M), Raymond James Financial Inc. ($126.97M), Bank of America Corp DE ($76.02M), Raymond James & Associates ($44.85M), and Fifth Third Bancorp ($44.29M).Learn more on Invesco S&P 500 GARP ETF's institutional investors.

Of the 291 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), Raymond James Financial Services Advisors Inc. ($218.76K), Modern Wealth Management LLC ($212.31K), Retirement Planning Group LLC ($190.19K), Global Retirement Partners LLC ($184.83K), and Campbell Deegan Wealth Management LLC ($182.34K).

Institutional investors have bought a total of 1,520,692 shares in the last 24 months. This purchase volume represents approximately $169.73M in transactions.

Of the 188 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: Fifth Third Bancorp ($597.14K), Raymond James Financial Inc. ($332.45K), LPL Financial LLC ($311.87K), Bank of America Corp DE ($265.52K), Armstrong Advisory Group Inc. ($258.63K), Northwestern Mutual Wealth Management Co. ($218.89K), and Retirement Planning Group LLC ($203.08K).

Institutional investors have sold a total of 5,105,815 shares in the last 24 months. This volume of shares sold represents approximately $563.43M in transactions.


Related Companies

This page (NYSEARCA:SPGP) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel