Who Owns Invesco S&P 500 GARP ETF (SPGP)?Hedge Fund & Institutional Holders

$107.96-0.56 (-0.52%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$86.05$93.96$101.87$109.78$117.69Sep 24Jun 25Mar 26

SPGP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+205K+$23.0B
Coastal Bridge Advisors, LLCNew Position+170K+$19.3B
JONES FINANCIAL COMPANIES LLLPNew Position+130K+$14.0B
Darrow Company, Inc.New Position+108K+$12.3B
FLAGSHIP HARBOR ADVISORS, LLCNew Position+92K+$10.5B
1900 WEALTH MANAGEMENT LLCNew Position+70K+$8.0B
Elevation Capital Advisory, LLCNew Position+63K+$7.1B
D.A. DAVIDSON & CO.New Position+47K+$5.4B
Principle Wealth Partners LLCNew Position+45K+$5.2B
FIRST UNITED BANK & TRUSTNew Position+43K+$4.9B
Sovran Advisors, LLCNew Position+37K+$4.3B
Eagle Strategies LLCNew Position+37K+$4.2B
Advyzon Investment Management, LLCNew Position+31K+$3.5B
OPPENHEIMER & CO INCNew Position+29K+$3.4B
NWAM LLCNew Position+29K+$3.3B

SPGP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-312K-$182.5B
RAYMOND JAMES FINANCIAL INCDecreased-310K-$37.0B
Creative PlanningDecreased-15K-$20.0B
Cetera Investment AdvisersDecreased-18K-$17.2B
MML INVESTORS SERVICES, LLCDecreased-5K-$9.9B
Wealthcare Advisory Partners LLCDecreased-85K-$9.7B
Mariner, LLCDecreased-2K-$5.9B
Allworth Financial LPDecreased-2K-$4.5B
FIFTH THIRD BANCORPDecreased-37K-$4.2B
OSAIC HOLDINGS, INC.Decreased-35K-$4.1B
WELLS FARGO & COMPANY/MNDecreased-22K-$4.0B
BANK OF MONTREAL /CAN/Decreased-985-$3.9B
GOLDMAN SACHS GROUP INCDecreased-26K-$3.0B
FIFTH THIRD SECURITIES, INC.Decreased-921-$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-10K-$1.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC656,856$74.0B23.02%Share
2BANK OF AMERICA CORP /DE/456,679$51.0B3.71%Share
3FIFTH THIRD BANCORP439,630$50.1B159.00%Share
4BANK OF AMERICA CORP /DE/294,082$33.0B2.40%Share
5Modern Wealth Management, LLC241,243$27.5B500.85%Share
6COMMONWEALTH EQUITY SERVICES, LLC205,414$23.0B30.66%Share
7Coastal Bridge Advisors, LLC169,779$19.3B1.44%Share
8ROYAL BANK OF CANADA174,664$19.0B3.09%Share
9UBS Group AG156,898$17.9B2.90%Share
10RAYMOND JAMES FINANCIAL INC148,380$16.0B4.98%Share
11Stadion Money Management, LLC132,618$15.1B1.22%Share
12OSAIC HOLDINGS, INC.133,079$15.0B21.92%Share
13Cedar Wealth Management, LLC126,998$14.5B4.33%Share
14JONES FINANCIAL COMPANIES LLLP130,199$14.0B8.54%Share
15Darrow Company, Inc.107,900$12.3B5.52%Share
16Longview Financial Advisors, Inc.107,438$12.2B8.31%Share
17Wealthcare Advisory Partners LLC102,704$11.7B229.70%Share
18WELLS FARGO & COMPANY/MN103,761$11.0B2.00%Share
19FLAGSHIP HARBOR ADVISORS, LLC92,123$10.5B0.49%Share
20Perennial Investment Advisors, LLC74,590$8.5B0.67%Share
211900 WEALTH MANAGEMENT LLC70,042$8.0B0.51%Share
22Elevation Capital Advisory, LLC62,520$7.1B2.91%Share
23AMERIPRISE FINANCIAL INC67,127$7.0B1.58%Share
24Private Advisor Group, LLC58,044$6.0B28.23%Share
25GOLDMAN SACHS GROUP INC53,415$6.0B0.74%Share
26Alhambra Investment Management LLC48,852$5.6B2.59%Share
27D.A. DAVIDSON & CO.47,009$5.4B32.78%Share
28Principle Wealth Partners LLC45,406$5.2B0.29%Share
29FIRST UNITED BANK & TRUST42,307$4.8B1.54%Share
30Sovran Advisors, LLC37,411$4.3B0.37%Share
31Eagle Strategies LLC36,870$4.2B0.54%Share
32COZAD ASSET MANAGEMENT INC35,832$4.0B0.31%Share
33Pine Harbor Wealth Management, LLC33,554$3.8B1.17%Share
34Advyzon Investment Management, LLC30,660$3.5B0.40%Share
35OPPENHEIMER & CO INC29,436$3.4B47.58%Share
36NWAM LLC28,602$3.3B0.19%Share
37GC Wealth Management RIA, LLC28,163$3.2B0.12%Share
38Breakwater Capital Group27,732$3.2B0.44%Share
39OSAIC HOLDINGS, INC.27,653$3.0B4.38%Share
40WELLS FARGO & COMPANY/MN33,136$3.0B0.55%Share
41Jump Financial, LLC34,314$3.0B36.86%Share
42Arkadios Wealth Advisors29,028$3.0B58.16%Share
43Equitable Holdings, Inc.33,634$3.0B20.51%Share
44GENESIS PRIVATE WEALTH, LLC25,506$2.9B0.90%Share
45Finward Bancorp24,769$2.8B2.19%Share
46Galvin, Gaustad & Stein, LLC23,756$2.7B0.21%Share
47Milestone Investment Advisors LLC23,389$2.7B0.64%Share
48INTEGRITY ALLIANCE, LLC.23,059$2.6B0.10%Share
49MONEY CONCEPTS CAPITAL CORP22,617$2.6B0.14%Share
50Geneos Wealth Management Inc.22,008$2.5B0.06%Share

SPGP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025314$658.4B+137
Q3 2025177$837.8B-115
Q2 2025292$1.2T-22
Q1 2025314$1.8T+34
Q4 2024280$47.6T+65
Q3 2024215$447.4T-6
Q2 2024221$269.3T+20
Q1 2024201$268.5T—

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As of Q4 2025, 50 institutional investors hold SPGP (Invesco S&P 500 GARP ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $74.0B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SPGP?

As of Q4 2025, 50 institutional investors report holding SPGP (Invesco S&P 500 GARP ETF) in their 13F filings.

Who is the largest institutional holder of SPGP?

The largest institutional holder of SPGP is RAYMOND JAMES FINANCIAL INC with $74.0B in shares.

Is institutional ownership of SPGP increasing or decreasing?

This quarter, 15 institutions opened new positions in SPGP and 0 closed their positions.