
Invesco S&P 500 GARP ETF is an exchange-traded fund on ARCA. As of Q3 2025, 302 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. MORGAN STANLEY is the largest holder with a position valued at $250.1M.
Overview of institutional ownership in SPGP as of Q3 2025
Institutions with the largest positions in SPGP as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $250.1M 0.02% of portfolio |
L LPL Financial LLC Institution | $182.6M 0.05% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $127.0M 0.04% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $107.9M 0.01% of portfolio |
FIFTH THIRD BANCORP Institution | $54.2M 0.17% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $42.6M 0.03% of portfolio |
HOWARD FINANCIAL SERVICES, LTD. RIA/Wealth | $39.2M 4.80% of portfolio |
Modern Wealth Management, LLC RIA/Wealth | $27.7M 0.55% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $25.3M 0.04% of portfolio |
A Advisor Group Holdings, Inc. Institution | $22.1M 0.03% of portfolio |
Institutional buying and selling activity for SPGP in Q3 2025
| Institution | Net Bought |
|---|---|
Modern Wealth Management, LLC RIA/Wealth | +$24.0M +210.8K shares |
Cetera Investment Advisers RIA/Wealth | +$11.8M +103.9K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$7.9M +69.7K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$5.5M +48.6K shares |
R ROYAL BANK OF CANADA Institution | +$5.1M +45.0K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$4.2M +36.6K shares |
Arkadios Wealth Advisors RIA/Wealth | +$3.3M +29.3K shares |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$2.5M +22.0K shares |
A Advisor Group Holdings, Inc. Institution | +$2.1M +18.8K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$2.0M +17.9K shares |
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$72.1M −634.7K shares |
MORGAN STANLEY RIA/Wealth | −$25.2M −221.9K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$24.5M −215.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$15.5M −136.6K shares |
WELLS FARGO & COMPANY/MN Institution | −$12.3M −108.3K shares |
Retirement Planning Group RIA/Wealth | −$10.4M −91.1K shares |
BANK OF AMERICA CORP /DE/ Institution | −$8.7M −76.4K shares |
FIFTH THIRD BANCORP Institution | −$7.7M −68.1K shares |
UBS Group AG Institution | −$7.7M −68.0K shares |
Principle Wealth Partners LLC RIA/Wealth | −$7.5M −65.9K shares |
Institutions that initiated new positions or completely exited SPGP in Q3 2025
| Institution | Position Value |
|---|---|
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $5.5M 48.6K shares |
$2.0M 17.6K shares | |
Summit Financial, LLC RIA/Wealth | $1.1M 9.3K shares |
Tactive Advisors, LLC RIA/Wealth | $237.4K 2.1K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $235.5K 2.1K shares |
Uniting Wealth Partners, LLC RIA/Wealth | $234.7K 2.1K shares |
GRT CAPITAL PARTNERS LLC RIA/Wealth | $204.2K 1.8K shares |
JPL Wealth Management, LLC RIA/Wealth | $92.1K 811.0 shares |
O Optiver Holding B.V. Institution | $65.1K 573.0 shares |
GGM Financials LLC RIA/Wealth | $41.6K 366.0 shares |
| Institution | Previous Position |
|---|---|
SILVER OAK SECURITIES, Inc RIA/Wealth | $3.5M 32.1K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $3.1M 28.9K shares |
A AMERIFLEX GROUP, INC. Institution | $3.1M 28.7K shares |
Kingstone Capital Partners Texas, LLC RIA/Wealth | $2.3M 21.4K shares |
Focus Financial Network, Inc. RIA/Wealth | $1.6M 14.5K shares |
Oxinas Partners Wealth Management LLC RIA/Wealth | $1.0M 9.7K shares |
Prospera Financial Services RIA/Wealth | $772.5K 7.2K shares |
Barry Investment Advisors, LLC RIA/Wealth | $702.9K 6.5K shares |
Austin Private Wealth, LLC RIA/Wealth | $587.9K 5.5K shares |
TOWNSQUARE CAPITAL LLC RIA/Wealth | $489.8K 4.5K shares |
Institutions with the largest Call and Put options positions in SPGP as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $250.0K 22.0 contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SPGP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Campbell Deegan Wealth Management, LLC Institution | 19.06% $21.3M |
Grange Capital, LLC RIA/Wealth | 13.03% $13.5M |
Longview Financial Advisors, Inc. RIA/Wealth | 9.29% $12.0M |
D Darrow Company, Inc. Institution | 5.62% $12.1M |
HOWARD FINANCIAL SERVICES, LTD. RIA/Wealth | 4.80% $39.2M |
Cedar Wealth Management, LLC RIA/Wealth | 4.75% $15.5M |
WESCAP Management Group, Inc. RIA/Wealth | 2.79% $13.2M |
Wood Tarver Financial Group, LLC RIA/Wealth | 2.70% $9.0M |
A Alhambra Investment Partners LLC RIA/Wealth | 2.67% $5.6M |
Finward Bancorp Institution | 2.56% $3.4M |
Discover hedge funds investing in SPGP


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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