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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strategic Wealth Partners, Ltd.Buy+129—129$14.69KQ4 2025May 12, 2026
Bison Wealth, LlcBuy+6,798—6,798$727.80KQ4 2025Mar 24, 2026
Bank Of New HampshireBuy+5,465—5,465$622.25KQ4 2025Mar 16, 2026
Redwood Family Wealth LlcBuy+4,001—4,001$455.56KQ4 2025Mar 06, 2026
BaybanBuy+1,500—1,500$170.79KQ4 2025Mar 05, 2026
Nwf Advisory Services Inc.Buy+13,410—13,410$1.53MQ4 2025Mar 03, 2026
Td Capital Management LlcBuy+78—78$8.90KQ4 2025Feb 26, 2026
Astoria Portfolio Advisors Llc.Buy+4,094—4,094$465.79KQ4 2025Feb 24, 2026
White Knight Strategic Wealth Advisors, LlcBuy+14,379—14,379$1.64MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+2,074—2,074$236.10KQ4 2025Feb 20, 2026
Claris Financial LlcBuy+3,185—3,185$362.64KQ4 2025Feb 19, 2026
Atx Financial Planning, LlcBuy+2,979—2,979$339.20KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+807,792—807,792$91.98MQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+169,779—169,779$19.33MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+38,583—38,583$4.39MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+4,281—4,281$487.46KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+1,528—1,528$173.98KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+81—81$9.24KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+752,096—752,096$85.63MQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+241,243—241,243$27.47MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+177,198—177,198$20.18MQ4 2025Feb 17, 2026
Creative PlanningBuy+160,929—160,929$18.32MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+160,754—160,754$18.31MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+133,109—133,109$15.16MQ4 2025Feb 17, 2026
Stadion Money Management, LlcBuy+132,618—132,618$15.10MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+130,199—130,199$14.82MQ4 2025Feb 17, 2026
Perennial Investment Advisors, LlcBuy+74,590—74,590$8.49MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+67,624—67,624$7.70MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+58,044—58,044$6.61MQ4 2025Feb 17, 2026
&PartnersBuy+51,242—51,242$5.83MQ4 2025Feb 17, 2026
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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.