Who Owns SPGP?
Invesco S&P 500 GARP ETF — Institutional Ownership & 13F Holdings
$116.64
+0.89 (+0.77%)
Market Cap
$2.4B
Shares Outstanding
17,758,539
Institutional Holders
314
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+113
Institutional data as of Q1 2025
New Positions
75
Closed Positions
41
Increased
75
Decreased
122
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $333.7M | 3,340,525 |
| 2 | RAYMOND JAMES FINANCIAL INC | $144.8M | 1,449,956 |
| 3 | BANK OF AMERICA CORP /DE/ | $116.8M | 1,169,884 |
| 4 | FIFTH THIRD BANCORP | $100.7M | 1,008,691 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59.2M | 593,037 |
| 6 | WELLS FARGO & COMPANY/MN | $58.7M | 587,875 |
| 7 | UBS Group AG | $39.1M | 391,641 |
| 8 | HOWARD FINANCIAL SERVICES, LTD. | $35.4M | 354,389 |
| 9 | Cambridge Investment Research Advisors, Inc. | $29.5M | 295,289 |
| 10 | Retirement Planning Group, LLC | $29.3M | 293,691 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +22K | $58.7M |
| HOWARD FINANCIAL SERVICES, LTD. | +43K | $35.4M |
| Perennial Investment Advisors, LLC | +15K | $23.0M |
| Campbell Deegan Wealth Management, LLC | +11K | $17.5M |
| Wealthcare Advisory Partners LLC | +3K | $16.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Retirement Planning Group, LLC | -1.1M | $29.3M |
| LPL Financial LLC | -656K | $255K |
| MORGAN STANLEY | -333K | $333.7M |
| Silicon Valley Capital Partners | -302K | $19K |
| STIFEL FINANCIAL CORP | -230K | $662K |
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Frequently Asked Questions
How many institutional investors hold SPGP?
As of Q1 2025, 314 institutional investors report holding SPGP (Invesco S&P 500 GARP ETF) in their 13F filings.
Which hedge fund owns the most SPGP?
The largest institutional holder of SPGP is MORGAN STANLEY with $333.7M in shares.
Are institutions buying or selling SPGP?
This quarter, 75 institutions opened new positions in SPGP and 41 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.