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

Invesco S&P 500 GARP ETF logo
$93.11 +1.72 (+1.88%)
As of 02:28 PM 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)
234
Total
Institutional Inflows
(last 12 months)
$625.76M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$683.47M
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SPGP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/20251900 Wealth Management LLC72,518$7.24M0.6%+12.6%0.241%
4/17/2025D Orazio & Associates Inc.246,818$24.65M3.7%-4.1%0.821%
4/16/2025Avaii Wealth Management LLC8,986$897K0.5%-20.3%0.028%
4/16/2025Opal Wealth Advisors LLC4,413$441K0.1%-25.7%0.014%
4/16/2025Wealth Enhancement Advisory Services LLC142,009$14.18M0.0%+4.9%0.444%
4/16/2025Hickory Asset Management Inc.25,034$2.50M2.2%-4.6%0.078%
4/16/2025CVA Family Office LLC2,762$276K0.0%+395.0%0.009%
4/15/2025 First United Bank & Trust53,532$5.35M2.0%+9.5%0.168%
4/15/2025 GPS Wealth Strategies Group LLC904$90K0.0%+31.4%0.003%
4/15/2025 Fifth Third Bancorp1,008,691$100.75M0.4%-4.2%3.157%
4/15/2025 Capital Advisory Group Advisory Services LLC4,199$419K0.2%-3.0%0.013%
4/15/2025 Redhawk Wealth Advisors Inc.20,769$2.07M0.3%+12.7%0.065%
4/15/2025 Alhambra Investment Management LLC49,557$4.95M2.6%+3.3%0.155%
4/15/2025 Integral Investment Advisors Inc.11,944$1.19M0.4%-2.0%0.037%
4/15/2025 Wealthcare Advisory Partners LLC168,179$16.80M0.5%+2.1%0.526%
4/14/2025 Bank of New Hampshire7,895$789K0.2%-6.0%0.025%
4/11/2025 Sovereign Financial Group Inc.19,480$1.95M0.4%+4.6%0.061%
4/10/2025 Retirement Planning Group LLC293,691$29.33M1.4%-79.2%0.919%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.263$26K0.0%-33.1%0.001%
4/10/2025 Johnson & White Wealth Management LLC40,222$4.02M2.3%+5.8%0.126%
4/10/2025 Iams Wealth Management LLC3,792$379K0.2%+7.6%0.012%
4/10/2025 Whipplewood Advisors LLC27,480$2.75M0.8%+477.2%0.086%
4/9/2025 Planned Solutions Inc.99,013$9.89M4.0%+2.9%0.310%
4/9/2025 Merit Financial Group LLC2,637$263K0.0%-81.6%0.008%
4/9/2025 Advance Capital Management Inc.3,128$312K0.0%-7.1%0.010%
4/8/2025 Fifth Third Wealth Advisors LLC3,040$304K0.0%+6.3%0.010%
4/7/2025 GAMMA Investing LLC23,672$23.64M0.0%+9,722.4%0.074%
4/7/2025 Howard Financial Services LTD.354,389$35.40M4.8%+13.8%1.109%
3/21/2025Prostatis Group LLC12,265$1.29M0.4%+3.0%0.037%
3/17/2025Wealth Enhancement Advisory Services LLC135,352$14.20M0.0%+18.2%0.406%
3/11/2025Campbell Deegan Wealth Management LLC164,107$17.21M20.7%N/A0.480%
3/6/2025Wood Tarver Financial Group LLC74,662$7.83M2.6%N/A0.218%
2/28/2025BridgePort Financial Solutions LLC20,038$2.09M1.0%N/A0.059%
2/24/2025Liberty Square Wealth Partners LLC3,677$396K0.1%N/A0.011%
2/24/2025Ameriflex Group Inc.41,726$4.52M2.1%N/A0.122%
2/19/2025Formidable Asset Management LLC2,073$217K0.0%-23.5%0.004%
2/19/2025Retirement Planning Group LLC NY3,016$316K0.3%N/A0.006%
2/18/2025Vise Technologies Inc.8,562$898K0.1%N/A0.018%
2/18/2025 Retirement Planning Group LLC1,415,369$148.44M7.5%+11.5%2.975%
2/18/202549 Wealth Management LLC12,752$1.34M0.2%-26.4%0.027%
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2/18/2025First Heartland Consultants Inc.6,674$700K0.1%-25.6%0.014%
2/18/2025White Knight Strategic Wealth Advisors LLC31,256$3.28M1.4%+101.4%0.066%
2/17/2025Waverly Advisors LLC6,525$684K0.0%N/A0.014%
2/17/2025Visionary Wealth Advisors17,597$1.85M0.1%+1.7%0.037%
2/17/2025TrinityPoint Wealth LLC163,037$17.10M2.4%+1.6%0.343%
2/17/2025Stadion Money Management LLC143,260$15.03M1.2%-4.1%0.301%
2/17/2025Snowden Capital Advisors LLC12,263$1.29M0.0%+7.1%0.026%
2/17/2025Royal Bank of Canada232,010$24.33M0.0%-12.4%0.488%
2/17/2025Obermeyer Wealth Partners8,188$859K0.0%+61.6%0.017%
2/17/2025Millennium Management LLC2,352$247K0.0%N/A0.005%
2/17/2025Investor s Fiduciary Advisor Network LLC5,382$564K0.2%N/A0.011%
2/17/2025Fiduciary Trust Co2,279$239K0.0%+8.8%0.005%
2/17/2025Cambridge Investment Research Advisors Inc.405,144$42.49M0.1%-9.1%0.852%
2/17/2025Cetera Investment Advisers63,427$6.65M0.0%-42.3%0.133%
2/17/2025Bank of America Corp DE1,243,955$130.47M0.0%-7.5%2.614%
2/17/2025Ameriprise Financial Inc.181,244$19.01M0.0%-28.5%0.381%
2/17/2025Aptus Capital Advisors LLC922$97K0.0%+349.8%0.002%
2/14/2025Jane Street Group LLC8,727$915K0.0%N/A0.018%
2/14/2025GG Group Ventures LLC4,536$476K0.6%-22.9%0.010%
2/14/2025Bison Wealth LLC5,342$560K0.1%-58.4%0.011%
2/14/2025Comerica Bank7,425$779K0.0%-6.0%0.016%
2/14/2025Two Sigma Securities LLC2,196$230K0.0%-33.3%0.005%
2/14/2025Integrated Wealth Concepts LLC33,689$3.53M0.0%+2.9%0.071%
2/14/2025Coppell Advisory Solutions LLC6,886$719K0.1%-6.3%0.014%
2/14/2025OneDigital Investment Advisors LLC2,761$290K0.0%+29.3%0.006%
2/14/2025Stifel Financial Corp237,020$24.86M0.0%-8.1%0.498%
2/14/2025Optivise Advisory Services LLC9,330$979K0.5%-12.9%0.020%
2/14/2025TD Waterhouse Canada Inc.10,566$1.11M0.0%-38.4%0.022%
2/14/2025Tower Research Capital LLC TRC 12,175$1.28M0.0%-20.1%0.026%
2/14/2025Transce3nd LLC406$43K0.0%N/A0.001%
2/14/2025MML Investors Services LLC121,689$12.76M0.0%+1.6%0.256%
2/14/2025GeoWealth Management LLC1,169$123K0.0%-98.8%0.002%
2/14/2025Commerce Bank2,730$286K0.0%+36.5%0.006%
2/14/2025Cadence Bank2,281$239K0.0%N/A0.005%
2/13/2025NewEdge Advisors LLC71,082$7.46M0.0%-17.8%0.149%
2/13/2025Finward Bancorp34,443$3.61M3.1%N/A0.072%
2/13/2025Belpointe Asset Management LLC10,944$1.14M0.1%-15.7%0.023%
2/13/2025CreativeOne Wealth LLC7,070$742K0.0%+13.1%0.015%
2/13/2025Mariner LLC51,210$5.37M0.0%+0.4%0.108%
2/13/2025TME Financial Inc.66,254$6.94M6.6%N/A0.139%
2/13/2025Savvy Advisors Inc.2,066$217K0.0%N/A0.004%
2/13/2025Synovus Financial Corp33,585$3.52M0.0%-33.0%0.071%
2/13/2025Sagespring Wealth Partners LLC17,065$1.79M0.0%N/A0.036%
2/13/2025Manhattan West Asset Management LLC3,239$340K0.1%-29.5%0.007%
2/13/2025Oder Investment Management LLC5,313$557K0.5%-48.3%0.011%
2/13/2025Advisory Services Network LLC27,348$2.87M0.1%-34.4%0.057%
2/13/2025Renaissance Technologies LLC10,400$1.09M0.0%N/A0.022%
2/13/2025Bank of Montreal Can1,538$161K0.0%-31.7%0.003%
2/13/2025Wedbush Securities Inc.1,942$204K0.0%N/A0.004%
2/13/2025Envestnet Asset Management Inc.313,995$32.93M0.0%-34.6%0.660%
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2/13/2025Perennial Investment Advisors LLC215,267$22.58M2.7%+4.7%0.452%
2/13/2025Wells Fargo & Company MN565,646$59.33M0.0%+74.2%1.189%
2/13/2025Smith Moore & CO.1,962$206K0.0%-23.7%0.004%
2/12/2025Thoroughbred Financial Services LLC73,729$7.73M0.5%-6.5%0.155%
2/12/2025Arete Wealth Advisors LLC3,119$327K0.0%+5.2%0.007%
2/12/2025World Investment Advisors47,174$4.95M0.1%+8.5%0.099%
2/12/2025Milestone Investment Advisors LLC31,196$3.27M0.9%-10.6%0.066%
2/12/2025OneAscent Financial Services LLC16,639$1.75M0.1%N/A0.035%
2/12/2025WESCAP Management Group Inc.136,959$14.36M3.5%+15.7%0.288%
2/12/2025Edmond DE Rothschild Holding S.A.18,154$1.90M0.0%+80.6%0.038%
(Data available from 1/1/2016 forward)

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SPGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPGP shares?

During the previous two years, 392 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 ($336.98M), Raymond James Financial Inc. ($175.55M), Raymond James Financial Services Advisors Inc. ($142.67M), Bank of America Corp DE ($130.47M), Fifth Third Bancorp ($100.75M), and Retirement Planning Group ($98.47M).Learn more on SPGP's institutional investors.

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

Of the 358 institutional investors that purchased Invesco S&P 500 GARP ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fifth Third Bancorp ($1.81M), LPL Financial LLC ($1.68M), Raymond James Financial Inc. ($1.67M), Envestnet Asset Management Inc. ($1.63M), Morgan Stanley ($832.39K), Raymond James Financial Services Advisors Inc. ($595.44K), and Wells Fargo & Company MN ($514.68K).

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

Institutional investors have bought a total of 21,439,054 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

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

Of the 206 institutional investors that sold Invesco S&P 500 GARP ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fifth Third Bancorp ($1.47M), Thrivent Financial for Lutherans ($1.34M), Retirement Planning Group LLC ($1.12M), Gradient Investments LLC ($797.85K), Silicon Valley Capital Partners ($517.63K), MML Investors Services LLC ($428.40K), and LPL Financial LLC ($426.83K).

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

Institutional investors have sold a total of 10,407,798 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.



This page (NYSEARCA:SPGP) was last updated on 4/17/2025 by MarketBeat.com Staff
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