ETF Holders

Who owns SPGP?

US large cap

Invesco S&P 500 GARP ETF · Invesco

304 institutions reported holding SPGP, worth $1.3B, in Form 13F filings for June 30, 2026.

13F holders
304
Institutional value
$1.3B
Change from prior quarter
+4.6%
+$57.0M, with price moves
New and sold-out firms
26 / 16
76 added, 135 trimmed

Top 10 institutional holders of SPGP

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$210.0M1,717,281−130,302 shares
LPL Financial LLCFort Mill, SC$130.0M1,063,264−137,384 shares
Raymond James Financial Inc.St. Petersburg, FL$81.6M667,457−61,759 shares
Bank of America Corp.Charlotte, NC$79.3M648,368−58,038 shares
Fifth Third BancorpCincinnati, OH$45.3M370,698−40,853 shares
Howard Financial Services, Ltd.Dallas, TX$40.1M327,925−12,911 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$31.6M258,031−111,371 shares
Campbell Deegan Wealth Management, LLCRichmond, VA$24.2M197,674+4,128 shares
Commonwealth Equity Services, LLCWaltham, MA$22.3M182,053−8,351 shares
Coastal Bridge Advisors, LLCWestport, CT$19.9M162,594−5,345 shares
294 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: SPGP vs GSEW, SPGP vs SPYX, SPGP vs SNPE, SPGP vs AVLC.

Frequently asked questions

Who owns SPGP?

304 institutional managers reported holding SPGP in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Morgan Stanley, at $210.0M.

Did institutions buy or sell SPGP last quarter?

Reported 13F value rose 4.6% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 16 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SPGP ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.