INVESCO S&P 500 GARP ETF (SPGP) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 GARP ETF (SPGP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Modern Wealth Management, Llc, Royal Bank Of Canada, and Coastal Bridge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Buy | +129 | — | 129 | $14.69K | Q4 2025 | May 12, 2026 |
| Bison Wealth, Llc | Buy | +6,798 | — | 6,798 | $727.80K | Q4 2025 | Mar 24, 2026 |
| Bank Of New Hampshire | Buy | +5,465 | — | 5,465 | $622.25K | Q4 2025 | Mar 16, 2026 |
| Redwood Family Wealth Llc | Buy | +4,001 | — | 4,001 | $455.56K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +1,500 | — | 1,500 | $170.79K | Q4 2025 | Mar 05, 2026 |
| Nwf Advisory Services Inc. | Buy | +13,410 | — | 13,410 | $1.53M | Q4 2025 | Mar 03, 2026 |
| Td Capital Management Llc | Buy | +78 | — | 78 | $8.90K | Q4 2025 | Feb 26, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +4,094 | — | 4,094 | $465.79K | Q4 2025 | Feb 24, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Buy | +14,379 | — | 14,379 | $1.64M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,074 | — | 2,074 | $236.10K | Q4 2025 | Feb 20, 2026 |
| Claris Financial Llc | Buy | +3,185 | — | 3,185 | $362.64K | Q4 2025 | Feb 19, 2026 |
| Atx Financial Planning, Llc | Buy | +2,979 | — | 2,979 | $339.20K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +807,792 | — | 807,792 | $91.98M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +169,779 | — | 169,779 | $19.33M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +38,583 | — | 38,583 | $4.39M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +4,281 | — | 4,281 | $487.46K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +1,528 | — | 1,528 | $173.98K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +81 | — | 81 | $9.24K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +752,096 | — | 752,096 | $85.63M | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +241,243 | — | 241,243 | $27.47M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +177,198 | — | 177,198 | $20.18M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +160,929 | — | 160,929 | $18.32M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +160,754 | — | 160,754 | $18.31M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +133,109 | — | 133,109 | $15.16M | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, Llc | Buy | +132,618 | — | 132,618 | $15.10M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +130,199 | — | 130,199 | $14.82M | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +74,590 | — | 74,590 | $8.49M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +67,624 | — | 67,624 | $7.70M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +58,044 | — | 58,044 | $6.61M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +51,242 | — | 51,242 | $5.83M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about SPGP activity
Which institutional owners are buying SPGP?
Institutional owners buying SPGP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPGP activity?
"Buy" means an investor increased their reported position in SPGP compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 GARP ETF (SPGP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPGP increasing?
Institutional interest in SPGP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.