SPGP Institutional Ownership
Invesco S&P 500 GARP ETF
1W: -0.5%
1M: -4.5%
3M: -4.3%
YTD: +4.2%
1Y: +4.7%
3Y: +34.9%
5Y: +38.6%
$119.36
+0.07 (+0.06%)
Weekly Expected Move ±1.6%
$116
$117
$119
$121
$123
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPGP
322
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
75
Increased
153
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (359 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,717,281 | $205M | -130,302 | -7.1% | 33Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,063,264 | $127M | -137,384 | -11.4% | 33Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 667,457 | $80M | -61,759 | -8.5% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 648,368 | $77M | -58,038 | -8.2% | 15Q | SEC ↗ |
| 5 | FIFTH THIRD BANCORP | 370,698 | $44M | -40,853 | -9.9% | 21Q | SEC ↗ |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | 327,925 | $39M | -12,911 | -3.8% | 16Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 258,031 | $31M | -111,371 | -30.1% | 17Q | SEC ↗ |
| 8 | Campbell Deegan Wealth Management, LLC | 197,674 | $24M | +4,128 | +2.1% | 7Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 182,053 | $22M | -8,351 | -4.4% | 33Q | SEC ↗ |
| 10 | Coastal Bridge Advisors, LLC | 162,594 | $19M | -5,345 | -3.2% | 6Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 151,554 | $18M | +79,784 | +111.2% | 9Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 143,288 | $17M | +9,163 | +6.8% | 10Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 137,369 | $16M | -3,845 | -2.7% | 26Q | SEC ↗ |
| 14 | Creative Planning | 134,909 | $16M | -16,979 | -11.2% | 16Q | SEC ↗ |
| 15 | UBS Group AG | 125,287 | $15M | -39,241 | -23.9% | 26Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 120,801 | $14M | -58,709 | -32.7% | 33Q | SEC ↗ |
| 17 | Darrow Company, Inc. | 113,925 | $14M | +254 | +0.2% | 11Q | SEC ↗ |
| 18 | WESCAP Management Group, Inc. | 113,777 | $14M | -6,425 | -5.3% | 26Q | SEC ↗ |
| 19 | Longview Financial Advisors, Inc. | 113,518 | $14M | +3,818 | +3.5% | 11Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 110,737 | $13M | -8,497 | -7.1% | 16Q | SEC ↗ |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | 110,158 | $13M | +5,270 | +5.0% | 17Q | SEC ↗ |
| 22 | Modern Wealth Management, LLC | 109,204 | $13M | -1,288 | -1.2% | 8Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 100,981 | $12M | -7,499 | -6.9% | 30Q | SEC ↗ |
| 24 | Cedar Wealth Management, LLC | 100,836 | $12M | -21,950 | -17.9% | 26Q | SEC ↗ |
| 25 | Silicon Valley Capital Partners | 94,799 | $11M | -13,658 | -12.6% | 19Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 91,986 | $11M | -2,901 | -3.1% | 22Q | SEC ↗ |
| 27 | Retirement Planning Group, LLC | 81,484 | $10M | -9,132 | -10.1% | 15Q | SEC ↗ |
| 28 | Elevation Capital Advisory, LLC | 80,162 | $10M | +36,498 | +83.6% | 8Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 78,871 | $9M | -4,192 | -5.0% | 28Q | SEC ↗ |
| 30 | Global Retirement Partners, LLC NEW | 70,945 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 31 | 1900 WEALTH MANAGEMENT LLC | 69,966 | $8M | +30 | +0.0% | 23Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 66,955 | $8M | -2,311 | -3.3% | 12Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 61,421 | $7M | -2,967 | -4.6% | 33Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 60,700 | $7M | +670 | +1.1% | 20Q | SEC ↗ |
| 35 | &PARTNERS | 59,415 | $7M | +1,030 | +1.8% | 4Q | SEC ↗ |
| 36 | Mariner, LLC | 56,322 | $7M | +1,936 | +3.6% | 20Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 54,944 | $7M | -2,855 | -4.9% | 16Q | SEC ↗ |
| 38 | Johnson & White Wealth Management, LLC | 50,271 | $6M | +1,334 | +2.7% | 14Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 49,525 | $6M | +428 | +0.9% | 29Q | SEC ↗ |
| 40 | THOROUGHBRED FINANCIAL SERVICES, LLC | 47,195 | $6M | -9,284 | -16.4% | 17Q | SEC ↗ |
| 41 | Alhambra Investment Management LLC | 46,553 | $6M | -2,423 | -4.9% | 10Q | SEC ↗ |
| 42 | Sovran Advisors, LLC | 40,711 | $5M | +3,296 | +8.8% | 7Q | SEC ↗ |
| 43 | Cerity Partners LLC | 40,051 | $5M | -351 | -0.9% | 5Q | SEC ↗ |
| 44 | KESTRA PRIVATE WEALTH SERVICES, LLC | 39,216 | $5M | +2,640 | +7.2% | 12Q | SEC ↗ |
| 45 | BNP PARIBAS FINANCIAL MARKETS | 38,917 | $5M | -121,283 | -75.7% | 5Q | SEC ↗ |
| 46 | Allworth Financial LP | 37,603 | $4M | +2,680 | +7.7% | 16Q | SEC ↗ |
| 47 | Perennial Investment Advisors, LLC | 36,709 | $4M | -22,214 | -37.7% | 21Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 36,642 | $4M | -2,576 | -6.6% | 22Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 36,489 | $4M | +10,280 | +39.2% | 17Q | SEC ↗ |
| 50 | Hudock, Inc. | 36,350 | $4M | +582 | +1.6% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 70,945 | $8M |
| TWO SIGMA INVESTMENTS, LP | 26,099 | $3M |
| Bluespring Wealth Management, LLC | 20,960 | $3M |
| HRT FINANCIAL LP | 6,024 | $719K |
| Koshinski Asset Management, Inc. | 5,854 | $699K |
| XTX Topco Ltd | 4,305 | $514K |
| Ameritas Advisory Services, LLC | 4,140 | $494K |
| StoneX Group Inc. | 3,842 | $459K |
| Hershey Financial Advisers, LLC | 3,631 | $433K |
| SEVEN MILE ADVISORY | 3,544 | $423K |
| Integrated Wealth Concepts LLC | 3,270 | $390K |
| Prospera Financial Services Inc | 2,996 | $358K |
| PUFF WEALTH MANAGEMENT, LLC | 2,820 | $337K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,380 | $284K |
| Coppell Advisory Solutions LLC | 2,286 | $273K |
| SHEPHERD KAPLAN KROCHUK, LLC | 1,797 | $214K |
| Parkway Wealth Management Group, LL | 1,685 | $201K |
| Gladstone Institutional Advisory LL | 1,679 | $200K |
| Continuum Advisory, LLC | 886 | $106K |
| FIDUCIARY FINANCIAL ADVISORS | 829 | $99K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stadion Money Management, LLC | 132,618 | $16M |
| Advyzon Investment Management, LLC | 30,660 | $4M |
| Guardian Capital, LLC | 26,674 | $3M |
| Galvin, Gaustad & Stein, LLC | 23,756 | $3M |
| Sigma Planning Corp | 22,782 | $3M |
| Ascentis Independent Advisors | 20,341 | $2M |
| White Knight Strategic Wealth Advis | 12,409 | $1M |
| SILVER OAK SECURITIES, INCORPORATED | 11,980 | $1M |
| Ethos Financial Group, LLC | 8,095 | $966K |
| Independent Advisor Alliance | 6,754 | $806K |
| CITIGROUP INC | 5,058 | $604K |
| Institute for Wealth Management, LL | 4,777 | $570K |
| Integras Partners LLC | 4,702 | $561K |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,865 | $461K |
| Envestnet Portfolio Solutions, Inc. | 3,758 | $449K |
| SIMON QUICK ADVISORS, LLC | 3,480 | $415K |
| Capital Advisory Group Advisory Ser | 3,420 | $408K |
| TWO SIGMA SECURITIES, LLC | 3,368 | $402K |
| BIP Wealth, LLC | 2,965 | $354K |
| Fifth Third Wealth Advisors LLC | 2,916 | $348K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +79,784 | +111.2% | 151,554 |
| Elevation Capital Advisory, LLC | +36,498 | +83.6% | 80,162 |
| FLOW TRADERS U.S. LLC | +10,764 | +139.5% | 18,481 |
| MML INVESTORS SERVICES, LLC | +10,280 | +39.2% | 36,489 |
| JONES FINANCIAL COMPANIES LLLP | +9,163 | +6.8% | 143,288 |
| Pathstone Holdings, LLC | +6,833 | +23.5% | 35,915 |
| FLAGSHIP HARBOR ADVISORS, LLC | +5,270 | +5.0% | 110,158 |
| Campbell Deegan Wealth Management, | +4,128 | +2.1% | 197,674 |
| Longview Financial Advisors, Inc. | +3,818 | +3.5% | 113,518 |
| Sovran Advisors, LLC | +3,296 | +8.8% | 40,711 |
| Allworth Financial LP | +2,680 | +7.7% | 37,603 |
| Arax Advisory Partners | +2,651 | +100.1% | 5,300 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +2,640 | +7.2% | 39,216 |
| NewEdge Advisors, LLC | +2,186 | +8.5% | 27,790 |
| Brookstone Capital Management | +2,179 | +22.3% | 11,937 |
| Larson Financial Group LLC | +2,146 | +107300.0% | 2,148 |
| Mariner, LLC | +1,936 | +3.6% | 56,322 |
| Kingsview Wealth Management, LLC | +1,902 | +29.6% | 8,336 |
| TAGStone Capital, Inc. | +1,892 | +60.1% | 5,039 |
| MAI Capital Management | +1,674 | +179.0% | 2,609 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -137,384 | -11.4% | 1,063,264 |
| MORGAN STANLEY | -130,302 | -7.1% | 1,717,281 |
| BNP PARIBAS FINANCIAL MARKETS | -121,283 | -75.7% | 38,917 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -111,371 | -30.1% | 258,031 |
| D'Orazio & Associates, Inc. | -106,090 | -93.6% | 7,230 |
| Grange Capital, LLC | -64,444 | -64.8% | 35,063 |
| RAYMOND JAMES FINANCIAL INC | -61,759 | -8.5% | 667,457 |
| ROYAL BANK OF CANADA | -58,709 | -32.7% | 120,801 |
| BANK OF AMERICA CORP /DE | -58,038 | -8.2% | 648,368 |
| Jump Financial, LLC | -41,035 | -75.6% | 13,275 |
| FIFTH THIRD BANCORP | -40,853 | -9.9% | 370,698 |
| UBS Group AG | -39,241 | -23.9% | 125,287 |
| Perennial Investment Advisors, LLC | -22,214 | -37.7% | 36,709 |
| Cedar Wealth Management, LLC | -21,950 | -17.9% | 100,836 |
| MONEY CONCEPTS CAPITAL CORP | -19,407 | -79.7% | 4,949 |
| LIBERTY ONE INVESTMENT MANAGEMENT, | -18,033 | -93.7% | 1,208 |
| Creative Planning | -16,979 | -11.2% | 134,909 |
| Silicon Valley Capital Partners | -13,658 | -12.6% | 94,799 |
| HOWARD FINANCIAL SERVICES, LTD. | -12,911 | -3.8% | 327,925 |
| Belpointe Asset Management LLC | -11,186 | -62.5% | 6,709 |