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Security record · archived quarter

SPGP

Invesco S&P 500 GARP ETF · Financial Services · Asset Management - Global

127.99 -0.1% mkt cap $2.24B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
0Δ holders
2.40MShares held
$272.69MReported value
+0New positions
−0Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 45 0 6.62M $809.54M +2 −2
Q1 2026 46 0 7.33M $788.58M +2 −2
Q4 2025 46 -1 7.86M $895.83M −1
Q3 2025 8 0 2.40M $272.69M
Q2 2025 5 0 39.58K $4.26M
Q1 2025 3 0 48.30K $4.82M +1 −1
Q4 2024 3 +1 52.75K $5.53M +2 −1
Q3 2024 2 0 54.23K $5.68M
Q2 2024 2 45.70K $4.70M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 2.20M $250.09M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 2.20M $250.09M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 2.20M $250.09M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 2.20M $250.09M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
9 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 92.61K $10.52M 0.0% n/c 1 SEC ↗
11 Goldman Sachs Group 79.62K $9.05M 0.0% n/c 1 SEC ↗
12 Fidelity (FMR) 9.29K +78.4% $1.06M 0.0% ▲ Add 2 SEC ↗
13 Citadel Advisors 9.11K -62.2% $1.03M 0.0% ▼ Trim 6 SEC ↗
14 Renaissance Technologies 4.60K -4.2% $522,652 0.0% ▼ Trim 4 SEC ↗
15 AQR Capital Management 3.34K 0.0% $379,718 0.0% Held 3 SEC ↗
16 BlackRock (passive) 295 -86.2% $33,518 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 295 -86.2% $33,518 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 298 holders, 11.59M shares, $1.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API