Vault-13

INVESCO EXCHANGE TRADED FD T SPGP

S&P 500 GARP ETF · ETP · CUSIP 46137V431

299 institutional holders -24 vs Q4 2025
11,630,15611.6m shares reported held*
$1.3bnreported value*
17 new 85 added 128 reduced 36 sold out net sold ≈ $133.8m (-1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $107.66. Options: 2 managers hold calls ($505.8k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 141Q4 22: 158Q1 23: 204Q2 23: 220Q3 23: 250Q4 23: 288Q1 24: 326Q2 24: 343Q3 24: 326Q4 24: 341Q1 25: 321Q2 25: 317Q3 25: 308Q4 25: 323Q1 26: 299299Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022141
Q4 2022158
Q1 2023204
Q2 2023220
Q3 2023250
Q4 2023288
Q1 2024326
Q2 2024343
Q3 2024326
Q4 2024341
Q1 2025321
Q2 2025317
Q3 2025308
Q4 2025323
Q1 2026299

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 176 bought or addedQ2 24: 145 cut or sold outQ3 24: 129 bought or addedQ3 24: 179 cut or sold outQ3 24Q4 24: 109 bought or addedQ4 24: 180 cut or sold outQ1 25: 119 bought or addedQ1 25: 181 cut or sold outQ1 25Q2 25: 96 bought or addedQ2 25: 198 cut or sold outQ3 25: 103 bought or addedQ3 25: 170 cut or sold outQ3 25Q4 25: 113 bought or addedQ4 25: 165 cut or sold outQ1 26: 102 bought or addedQ1 26: 164 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024176145
Q3 2024129179
Q4 2024109180
Q1 2025119181
Q2 202596198
Q3 2025103170
Q4 2025113165
Q1 2026102164

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ2 25 calls: $710.8kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $250.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $421.3kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $505.8kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$710.8k$00.00
Q3 2025$250.0k$00.00
Q4 2025$421.3k$00.00
Q1 2026$505.8k$00.00

Biggest buyers

BNP PARIBAS FINANCIAL MARKETS Added +69,805+69.8k
CITADEL ADVISORS LLC Added +33,764+33.8k
Pathstone Holdings, LLC New +29,082+29.1k
Ascentis Independent Advisors New +20,341+20.3k
Jump Financial, LLC Added +19,996+20.0k
GOLDMAN SACHS GROUP INC Added +18,355+18.4k
FLAGSHIP HARBOR ADVISORS, LLC Added +12,765+12.8k
ENVESTNET ASSET MANAGEMENT INC Added +9,158+9.2k
Whalen Wealth Management Inc. New +8,969+9.0k
BEACON FINANCIAL PLANNING, INC Added +8,577+8.6k

Biggest sellers

MORGAN STANLEY Reduced -227,289-227.3k
Stadion Money Management, LLC Sold out -132,618-132.6k
Modern Wealth Management, LLC Reduced -130,751-130.8k
LPL Financial LLC Reduced -94,604-94.6k
Wealthcare Advisory Partners LLC Reduced -80,697-80.7k
RAYMOND JAMES FINANCIAL INC Reduced -78,576-78.6k
Wood Tarver Financial Group, LLC Reduced -68,682-68.7k
MML INVESTORS SERVICES, LLC Reduced -56,289-56.3k
BANK OF AMERICA CORP /DE/ Reduced -45,690-45.7k
Advyzon Investment Management, LLC Sold out -30,660-30.7k

Biggest calls

JANE STREET GROUP, LLC Added $301.3k2.8k shares
CITADEL ADVISORS LLC Added $204.5k1.9k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,847,5831.8m $198.8m $198.8m 0.01% Reduced -227.3k -227,289
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,200,6481.2m $129.2m $129.2m 0.03% Reduced -94.6k -94,604
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 729,216729.2k $78.5m $78.5m 0.02% Reduced -78.6k -78,576
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 706,406706.4k $76.0m $76.0m 0.01% Reduced -45.7k -45,690
5 FIFTH THIRD BANCORP 0.08% of their portfolio CINCINNATI, OH 411,551411.6k $44.3m $44.3m 0.08% Reduced -28.1k -28,079
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 369,402369.4k $39.8m $39.8m 0.02% Reduced -4.7k -4,744
7 HOWARD FINANCIAL SERVICES, LTD. 4.13% of their portfolio DALLAS, TX 340,836340.8k $36.7m $36.7m 4.13% Added +5.3k +5,336
8 Campbell Deegan Wealth Management, LLC 16.74% of their portfolio RICHMOND, VA 193,546193.5k $20.8m $20.8m 16.74% Reduced -84 -84
9 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 190,404190.4k $20.5m $20.5m 0.03% Reduced -15.0k -15,010
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,510179.5k $19.3m $19.3m 0.00% Added +2.3k +2,312
11 Coastal Bridge Advisors, LLC 1.28% of their portfolio WESTPORT, CT 167,939167.9k $18.1m $18.1m 1.28% Reduced -1.8k -1,840
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 164,528164.5k $17.7m $17.7m 0.00% Added +2.7k +2,697
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 160,200160.2k $17.2m $17.2m 0.01% Added +69.8k +69,805
14 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 151,888151.9k $16.3m $16.3m 0.01% Reduced -9.0k -9,041
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 141,214141.2k $15.2m $15.2m 0.02% Reduced -19.5k -19,540
16 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 134,125134.1k $14.1m $14.1m 0.01% Added +3.9k +3,926
17 Cedar Wealth Management, LLC 3.85% of their portfolio LA JOLLA, CA 122,786122.8k $13.2m $13.2m 3.85% Reduced -4.2k -4,212
18 WESCAP Management Group, Inc. 2.55% of their portfolio Glendale, CA 120,202120.2k $12.9m $12.9m 2.55% Reduced -1.6k -1,625
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 119,234119.2k $12.8m $12.8m 0.01% Reduced -13.9k -13,875
20 Darrow Company, Inc. 5.51% of their portfolio Needham, MA 113,671113.7k $12.2m $12.2m 5.51% Added +5.8k +5,771
21 D'Orazio & Associates, Inc. 1.58% of their portfolio VIENNA, VA 113,320113.3k $12.2m $12.2m 1.58% Reduced -14.0k -13,970
22 Modern Wealth Management, LLC 0.20% of their portfolio KANSAS CITY, MO 110,492110.5k $11.9m $11.9m 0.20% Reduced -130.8k -130,751
23 Longview Financial Advisors, Inc. 7.21% of their portfolio HUNTSVILLE, AL 109,700109.7k $11.8m $11.8m 7.21% Added +2.3k +2,262
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 108,480108.5k $11.7m $11.7m 0.00% Reduced -28.4k -28,417
25 Silicon Valley Capital Partners 1.14% of their portfolio SAN JOSE, CA 108,457108.5k $11.7m $11.7m 1.14% Reduced -9.7k -9,674
26 FLAGSHIP HARBOR ADVISORS, LLC 0.50% of their portfolio BOSTON, MA 104,888104.9k $11.3m $11.3m 0.50% Added +12.8k +12,765
27 Grange Capital, LLC 10.67% of their portfolio Beaverton, OR 99,50799.5k $10.7m $10.7m 10.67% Reduced -20.2k -20,208
28 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 94,88794.9k $10.2m $10.2m 0.01% Reduced -2.8k -2,762
29 Retirement Planning Group, LLC 0.30% of their portfolio LEAWOOD, KS 90,61690.6k $9.8m $9.8m 0.30% Reduced -26.1k -26,125
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 83,06383.1k $8.9m $8.9m 0.00% Added +9.2k +9,158
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 71,77071.8k $7.7m $7.7m 0.00% Added +18.4k +18,355
32 1900 WEALTH MANAGEMENT LLC 0.48% of their portfolio SAN ANTONIO, TX 69,93669.9k $7.5m $7.5m 0.48% Reduced -106 -106
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 69,26669.3k $7.5m $7.5m 0.02% Reduced -17.6k -17,626
34 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 64,38864.4k $6.9m $6.9m 0.02% Reduced -20.6k -20,615
35 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 60,03060.0k $6.5m $6.5m 0.03% Added +2.0k +1,986
36 Perennial Investment Advisors, LLC 0.51% of their portfolio Los Angeles, CA 58,92358.9k $6.3m $6.3m 0.51% Reduced -15.7k -15,667
37 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 58,38558.4k $6.3m $6.3m 0.03% Added +7.1k +7,143
38 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 57,79957.8k $6.2m $6.2m 0.01% Reduced -3.9k -3,902
39 THOROUGHBRED FINANCIAL SERVICES, LLC 0.36% of their portfolio BRENTWOOD, TN 56,47956.5k $6.1m $6.1m 0.36% Reduced -7.7k -7,681
40 Mariner, LLC 0.01% of their portfolio Overland Park, KS 54,38654.4k $5.9m $5.9m 0.01% Added +3.8k +3,769
41 Jump Financial, LLC 0.09% of their portfolio Chicago, IL 54,31054.3k $5.8m $5.8m 0.09% Added +20.0k +19,996
42 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 49,09749.1k $5.3m $5.3m 0.03% Added +2.1k +2,088
43 Alhambra Investment Management LLC 2.43% of their portfolio PALMETTO BAY, FL 48,97649.0k $5.3m $5.3m 2.43% Added +124 +124
44 Johnson & White Wealth Management, LLC 2.23% of their portfolio YORK, PA 48,93748.9k $5.3m $5.3m 2.23% Added +3.2k +3,196
45 Elevation Capital Advisory, LLC 2.00% of their portfolio BEND, OR 43,66443.7k $4.7m $4.7m 2.00% Reduced -18.9k -18,856
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 41,54241.5k $4.7m $4.7m 0.00% Reduced -26.1k -26,082
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,61740.6k $4.4m $4.4m 0.00% Added +33.8k +33,764
48 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 40,40240.4k $4.3m $4.3m 0.01% Added +1.3k +1,311
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 39,21839.2k $4.1m $4.1m 0.00% Reduced -4.4k -4,392
50 Sovran Advisors, LLC 0.34% of their portfolio SAN DIEGO, CA 37,41537.4k $4.4m $4.4m 0.34% Added +4 +4
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 36,57636.6k $3.9m $3.9m 0.05% Added +3.4k +3,437
52 FIRST UNITED BANK & TRUST 1.27% of their portfolio OAKLAND, MD 36,29236.3k $3.9m $3.9m 1.27% Reduced -6.3k -6,315
53 Perigon Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 35,87235.9k $3.9m $3.9m 0.07% Added +3.6k +3,632
54 Hudock, Inc. 0.57% of their portfolio Williamsport, PA 35,76835.8k $3.8m $3.8m 0.57% Reduced -6.9k -6,935
55 Eagle Strategies LLC 0.46% of their portfolio NEW YORK, NY 35,56635.6k $3.8m $3.8m 0.46% Reduced -1.3k -1,304
56 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 34,92334.9k $3.8m $3.8m 0.02% Reduced -2.7k -2,748
57 Marble Wealth, LLC 0.65% of their portfolio MONTGOMERY, AL 34,46934.5k $3.7m $3.7m 0.65% Added +293 +293
58 COZAD ASSET MANAGEMENT INC 0.29% of their portfolio CHAMPAIGN, IL 33,93933.9k $3.7m $3.7m 0.29% Reduced -1.9k -1,893
59 Principle Wealth Partners LLC 0.20% of their portfolio MADISON, CT 33,11633.1k $3.6m $3.6m 0.20% Reduced -12.3k -12,290
60 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 30,39730.4k $3.5m $3.5m 0.02% Reduced -3.2k -3,237
61 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 29,54229.5k $3.2m $3.2m 0.01% Reduced -6.0k -5,969
62 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 29,30529.3k $3.2m $3.2m 0.04% Reduced -131 -131
63 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 29,08229.1k $3.1m $3.1m 0.01% New
64 PERRYMAN FINANCIAL ADVISORY INC /AD 0.46% of their portfolio DALLAS, TX 28,73528.7k $3.1m $3.1m 0.46% Reduced -253 -253
65 GC Wealth Management RIA, LLC 0.13% of their portfolio Cambridge, MA 28,70228.7k $3.1m $3.1m 0.13% Added +539 +539
66 NWAM LLC 0.18% of their portfolio MERCER ISLAND, WA 28,63828.6k $3.1m $3.1m 0.18% Added +36 +36
67 Finward Bancorp 2.41% of their portfolio Munster, IN 27,99428.0k $3.0m $3.0m 2.41% Reduced -570 -570
68 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,58427.6k $3.0m $3.0m 0.01% Reduced -1.2k -1,197
69 BEACON FINANCIAL PLANNING, INC 1.10% of their portfolio HYANNIS, MA 26,41926.4k $2.8m $2.8m 1.10% Added +8.6k +8,577
70 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 26,20926.2k $2.8m $2.8m 0.01% Reduced -56.3k -56,289
71 Pine Harbor Wealth Management, LLC 0.84% of their portfolio FAIRFAX, VA 26,15826.2k $2.8m $2.8m 0.84% Reduced -7.4k -7,396
72 Breakwater Capital Group 0.37% of their portfolio PARAMUS, NJ 25,75525.8k $2.8m $2.8m 0.37% Reduced -2.0k -1,977
73 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,60425.6k $2.8m $2.8m 0.01% Reduced -13.0k -12,979
74 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 24,94924.9k $2.7m $2.7m 0.01% Reduced -741 -741
75 INTEGRITY ALLIANCE, LLC. 0.10% of their portfolio Urbandale, IA 24,36424.4k $2.6m $2.6m 0.10% Added +1.3k +1,305
76 MONEY CONCEPTS CAPITAL CORP 0.14% of their portfolio PALM BEACH GARDENS, FL 24,35624.4k $2.6m $2.6m 0.14% Added +1.7k +1,739
77 Marks Group Wealth Management, Inc 0.25% of their portfolio MINNETONKA, MN 23,89223.9k $2.6m $2.6m 0.25% Unchanged
78 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,12323.1k $2.5m $2.5m 0.04% Reduced -6.6k -6,633
79 GENESIS PRIVATE WEALTH, LLC 0.78% of their portfolio ASHBURN, VA 23,08923.1k $2.5m $2.5m 0.78% Reduced -2.4k -2,417
80 Kovack Advisors, Inc. 0.13% of their portfolio FT. LAUDERDALE, FL 22,35622.4k $2.4m $2.4m 0.13% Reduced -6.8k -6,840
81 Wealthcare Advisory Partners LLC 0.05% of their portfolio WEST CHESTER, PA 22,00722.0k $2.4m $2.4m 0.05% Reduced -80.7k -80,697
82 Milestone Investment Advisors LLC 0.55% of their portfolio MIDDLETON, WI 21,01721.0k $2.3m $2.3m 0.55% Reduced -2.4k -2,372
83 Ascentis Independent Advisors 0.17% of their portfolio DALLAS, TX 20,34120.3k $2.2m $2.2m 0.17% New
84 TME FINANCIAL, INC. 1.50% of their portfolio Huntington Beach, CA 20,18020.2k $2.2m $2.2m 1.50% Reduced -836 -836
85 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio LIBERTYVILLE, IL 19,24119.2k $2.1m $2.1m 0.21% Reduced -24.5k -24,524
86 Baron Financial Group, LLC 1.08% of their portfolio Fair Lawn, NJ 18,57518.6k $2.0m $2.0m 1.08% Added +10 +10
87 Hilltop Holdings Inc. 0.18% of their portfolio DALLAS, TX 18,37018.4k $2.0m $2.0m 0.18% Reduced -182 -182
88 Belpointe Asset Management LLC 0.07% of their portfolio RENO, NV 17,89517.9k $1.9m $1.9m 0.07% Added +587 +587
89 TRANSCEND CAPITAL ADVISORS, LLC 0.15% of their portfolio MADISON, NJ 17,88517.9k $1.9m $1.9m 0.15% Reduced -207 -207
90 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 17,40517.4k $1.9m $1.9m 0.03% Reduced -2.3k -2,290
91 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 17,12617.1k $1.8m $1.8m 0.12% Added +166 +166
92 Redhawk Wealth Advisors, Inc. 0.20% of their portfolio MINNEAPOLIS, MN 16,42316.4k $1.8m $1.8m 0.20% Reduced -346 -346
93 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 16,33316.3k $1.8m $1.8m 0.02% Reduced -28 -28
94 NWF Advisory Services Inc. 0.19% of their portfolio Los Angeles, CA 15,68915.7k $1.7m $1.7m 0.19% Added +2.3k +2,279
95 Ring Mountain Capital, LLC 0.90% of their portfolio TIBURON, CA 15,27515.3k $1.6m $1.6m 0.90% Added +322 +322
96 Visionary Wealth Advisors 0.07% of their portfolio O'FALLON, IL 15,25515.3k $1.6m $1.6m 0.07% Added +33 +33
97 HighPoint Advisor Group LLC 0.07% of their portfolio DOWNERS GROVE, IL 14,91514.9k $1.6m $1.6m 0.07% Reduced -2.5k -2,547
98 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 14,19614.2k $1.5m $1.5m 0.00% Added +4.3k +4,340
99 EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio CHAMBESY, V8 13,88013.9k $1.5m $1.5m 0.02% Unchanged
100 CSM Advisors, LLC 0.04% of their portfolio WARRENDALE, PA 13,50013.5k $1.5m $1.5m 0.04% Reduced -1.7k -1,700