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

Invesco S&P 500 GARP ETF logo
$110.84 +0.62 (+0.56%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$567.37M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$419.27M
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SPGP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Avaii Wealth Management LLC11,268$1.18M0.6%-5.9%0.024%
1/21/2025Andina Capital Management LLC7,636$801K0.7%-17.7%0.016%
1/21/2025Flagship Harbor Advisors LLC84,031$8.81M0.5%-7.7%0.177%
1/21/2025Grange Capital LLC164,426$17.25M18.1%N/A0.346%
1/21/2025Geneos Wealth Management Inc.43,095$4.52M0.2%-1.4%0.091%
1/21/2025Fifth Third Bancorp1,052,461$110.38M0.4%-17.4%2.212%
1/21/2025Wealth Management Resources Inc.23,715$2.49M0.9%-79.8%0.050%
1/21/2025Financial Designs Corp65,525$6.87M4.5%-1.3%0.138%
1/17/2025 Mutual Advisors LLC11,162$1.22M0.0%-16.6%0.023%
1/17/2025 Janney Montgomery Scott LLC152,140$15.96M0.0%+3.9%0.320%
1/17/2025 Genesis Private Wealth LLC28,019$2.94M1.6%N/A0.059%
1/17/2025 Oxinas Partners Wealth Management LLC10,000$1.05M0.6%-9.7%0.021%
1/17/2025 Planned Solutions Inc.96,237$10.09M4.1%-7.3%0.202%
1/16/2025 First United Bank & Trust48,891$5.13M1.9%+7.4%0.103%
1/16/2025 Lionsbridge Wealth Management LLC26,004$2.73M2.3%-6.2%0.055%
1/16/2025 Liberty One Investment Management LLC68,152$7.15M0.8%-2.5%0.143%
1/15/2025 IAM Advisory LLC14,108$1.48M0.4%-1.7%0.030%
1/15/2025 Ameritas Advisory Services LLC17,335$1.82M0.1%+205.5%0.036%
1/15/2025 Howard Financial Services LTD.311,312$32.65M4.4%+12.9%0.654%
1/15/2025 Alhambra Investment Management LLC47,987$5.03M2.6%-1.6%0.101%
1/15/2025 Merit Financial Group LLC14,331$1.50M0.0%+3.9%0.030%
1/15/2025 Householder Group Estate & Retirement Specialist LLC649$68K0.1%-42.8%0.001%
1/15/2025 Wealthcare Advisory Partners LLC164,749$17.28M0.5%-5.3%0.346%
1/14/2025 ERn Financial LLC32,184$3.38M0.5%-0.6%0.068%
1/14/2025 Redhawk Wealth Advisors Inc.18,436$1.93M0.3%+30.2%0.039%
1/14/2025 Armstrong Advisory Group Inc.259,817$27.25M2.2%+7.2%0.546%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.393$41K0.0%+34.1%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC2,860$300K0.0%+9.6%0.006%
1/14/2025 Sovereign Financial Group Inc.18,625$1.95M0.4%+10.9%0.039%
1/14/2025 Breakwater Capital Group40,014$4.20M0.8%-9.0%0.084%
1/13/2025 Johnson & White Wealth Management LLC38,023$3.99M2.4%+7.9%0.080%
1/13/2025 CHB Investment Group LLC25,017$2.62M1.4%-2.6%0.053%
1/13/2025 Brookstone Capital Management7,855$824K0.0%+24.1%0.017%
1/10/2025 Wealth Enhancement Advisory Services LLC115,141$12.05M0.0%+0.5%0.242%
1/10/2025 ORG Partners LLC13,877$1.46M0.2%+14.7%0.029%
1/8/2025 International Assets Investment Management LLC7,156$750K0.0%N/A0.015%
1/7/2025 Bank of New Hampshire8,395$880K0.2%-9.0%0.018%
1/6/2025 Advance Capital Management Inc.3,366$353K0.0%-34.1%0.007%
12/26/2024JPMorgan Chase & Co.107,823$11.29M0.0%-57.7%0.227%
11/25/2024Synovus Financial Corp50,139$5.25M0.1%+2.2%0.105%
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11/25/2024World Investment Advisors LLC43,488$4.55M0.1%+0.9%0.091%
11/25/2024Sanctuary Advisors LLC50,764$5.64M0.0%-57.1%0.107%
11/18/2024Hobbs Group Advisors LLC13,193$1.38M0.5%-31.1%0.028%
11/18/2024Arete Wealth Advisors LLC2,964$309K0.0%-8.1%0.006%
11/18/2024Sunbelt Securities Inc.1,621$170K0.0%N/A0.003%
11/18/2024GG Group Ventures LLC5,884$647K1.0%-21.0%0.012%
11/15/2024Continuum Advisory LLC1,182$130K0.0%+6,852.9%0.002%
11/15/2024Y Intercept Hong Kong Ltd3,145$329K0.0%N/A0.007%
11/15/2024Glass Jacobson Investment Advisors llc3,020$316K0.1%+8.9%0.006%
11/15/2024MML Investors Services LLC119,802$12.54M0.0%-78.1%0.252%
11/15/2024EP Wealth Advisors LLC1,962$205K0.0%-6.7%0.004%
11/15/2024WESCAP Management Group Inc.118,331$12.39M3.1%-0.2%0.249%
11/15/2024Stifel Financial Corp257,801$26.99M0.0%-6.7%0.542%
11/15/2024Integrated Wealth Concepts LLC32,751$3.43M0.0%+1.3%0.069%
11/15/2024HighTower Advisors LLC239,668$25.08M0.0%+22.6%0.504%
11/15/2024Hilltop Holdings Inc.24,774$2.59M0.2%+10.4%0.052%
11/14/2024White Knight Strategic Wealth Advisors LLC15,516$1.62M1.5%+6.7%0.033%
11/14/2024Flow Traders U.S. LLC5,402$565K0.0%N/A0.011%
11/14/2024Fiduciary Trust Co2,094$219K0.0%N/A0.004%
11/14/2024CreativeOne Wealth LLC6,253$654K0.0%+5.8%0.013%
11/13/2024FMR LLC6,572$688K0.0%-14.0%0.014%
11/13/2024D.A. Davidson & CO.55,041$5.76M0.0%-1.2%0.116%
11/13/2024Private Trust Co. NA2,329$244K0.0%-51.4%0.005%
11/12/2024Fairscale Capital LLC3,843$402K0.4%-11.8%0.008%
11/12/2024Kingsview Wealth Management LLC5,553$581K0.0%-39.3%0.012%
11/12/2024Optivise Advisory Services LLC10,714$1.12M0.6%N/A0.023%
11/12/2024Great Valley Advisor Group Inc.3,346$351K0.0%-30.1%0.007%
11/12/2024Nwam LLC21,737$2.28M0.1%N/A0.046%
11/12/2024Raymond James Trust N.A.2,768$290K0.0%+24.5%0.006%
11/12/202449 Wealth Management LLC17,327$1.81M0.3%-37.3%0.036%
11/9/2024LPL Financial LLC3,374,367$353.20M0.2%-7.3%7.092%
11/8/2024Darwin Wealth Management LLC2,285$239K0.1%+8.2%0.005%
11/8/2024Cedar Wealth Management LLC144,766$15.15M4.7%+0.1%0.304%
11/8/2024Commerce Bank2,000$209K0.0%-6.8%0.004%
11/8/2024Prospera Financial Services Inc14,124$1.48M0.0%-65.2%0.030%
11/7/2024Spectrum Wealth Advisory Group LLC16,515$1.73M1.0%-2.7%0.035%
11/7/2024CAP Partners LLC16,802$1.76M1.3%+7.6%0.035%
11/7/2024Tidemark LLC1,074$112K0.0%-43.2%0.002%
11/7/2024TrinityPoint Wealth LLC160,391$16.79M2.4%+21.1%0.337%
11/7/2024Thrivent Financial for Lutherans163,822$17.15M0.0%-66.3%0.344%
11/6/2024Lifeworks Advisors LLC2,622$274K0.1%-12.0%0.006%
11/6/2024D Orazio & Associates Inc.249,712$26.14M3.7%-4.3%0.525%
11/6/2024Schrum Private Wealth Management LLC12,482$1.31M0.7%+100.0%0.026%
11/6/2024Oppenheimer & Co. Inc.42,061$4.40M0.1%-10.3%0.088%
11/5/2024First Heartland Consultants Inc.8,966$938K0.1%-80.7%0.019%
11/5/2024Harbour Investments Inc.4,927$516K0.0%-77.2%0.010%
11/4/2024Venturi Wealth Management LLC706$74K0.0%+180.2%0.001%
11/4/2024Catalytic Wealth RIA LLC45,555$4.77M0.8%-0.2%0.096%
11/4/20241900 Wealth Management LLC75,433$8.03M0.7%+12.6%0.159%
11/4/2024Sigma Planning Corp12,819$1.34M0.0%-39.2%0.027%
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11/1/2024Atria Investments Inc21,533$2.25M0.0%+5.3%0.045%
11/1/2024Assetmark Inc.326$34K0.0%+352.8%0.001%
11/1/2024 Lionsbridge Wealth Management LLC27,723$2.90M2.3%-23.9%0.058%
11/1/2024Leavell Investment Management Inc.8,295$868K0.0%-16.1%0.017%
11/1/2024Aspire Wealth Management Corp767$80K0.0%-76.8%0.002%
10/31/2024Cozad Asset Management Inc.59,341$6.21M0.6%-14.4%0.125%
10/31/2024Spinnaker Trust5,211$545K0.0%-91.5%0.011%
10/31/2024Concurrent Investment Advisors LLC4,587$480K0.0%+104.3%0.010%
10/31/2024Family Asset Management LLC14,735$1.54M0.9%-69.2%0.031%
10/30/2024Milestone Investment Advisors LLC34,911$3.65M1.0%-3.5%0.073%
(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, 333 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 ($353.20M), Envestnet Asset Management Inc. ($229.28M), Raymond James Financial Services Advisors Inc. ($142.67M), Retirement Planning Group LLC ($132.87M), Fifth Third Bancorp ($110.38M), 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 313 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 ($2.52M), LPL Financial LLC ($2.08M), Envestnet Asset Management Inc. ($1.93M), Thrivent Financial for Lutherans ($1.34M), Raymond James Financial Services Advisors Inc. ($928.06K), Morgan Stanley ($832.39K), and Cambridge Investment Research Advisors Inc. ($541.96K).

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

Institutional investors have bought a total of 22,057,852 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 164 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: Prostatis Group LLC ($4.62M), Fifth Third Bancorp ($1.43M), Thrivent Financial for Lutherans ($1.23M), Gradient Investments LLC ($797.85K), Silicon Valley Capital Partners ($502.91K), MML Investors Services LLC ($428.40K), and Money Concepts Capital Corp ($321.60K).

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

Institutional investors have sold a total of 12,376,778 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.



This page (NYSEARCA:SPGP) was last updated on 1/21/2025 by MarketBeat.com Staff
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