EP Wealth Advisors LLC Purchases 249 Shares of Invesco S&P 500 GARP ETF $SPGP

EP Wealth Advisors LLC increased its holdings in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) by 12.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,211 shares of the company’s stock after acquiring an additional 249 shares during the period. EP Wealth Advisors LLC’s holdings in Invesco S&P 500 GARP ETF were worth $221,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SPGP. Spire Wealth Management raised its position in Invesco S&P 500 GARP ETF by 1.9% in the 1st quarter. Spire Wealth Management now owns 8,664 shares of the company’s stock valued at $865,000 after purchasing an additional 160 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its stake in shares of Invesco S&P 500 GARP ETF by 6.3% in the first quarter. Fifth Third Wealth Advisors LLC now owns 3,040 shares of the company’s stock valued at $304,000 after buying an additional 180 shares in the last quarter. Walled Lake Planning & Wealth Management LLC raised its holdings in shares of Invesco S&P 500 GARP ETF by 2.6% in the first quarter. Walled Lake Planning & Wealth Management LLC now owns 7,112 shares of the company’s stock valued at $710,000 after buying an additional 180 shares during the last quarter. Fiduciary Trust Co lifted its position in Invesco S&P 500 GARP ETF by 8.8% during the 4th quarter. Fiduciary Trust Co now owns 2,279 shares of the company’s stock worth $239,000 after buying an additional 185 shares in the last quarter. Finally, Perigon Wealth Management LLC lifted its position in Invesco S&P 500 GARP ETF by 0.6% during the 1st quarter. Perigon Wealth Management LLC now owns 33,209 shares of the company’s stock worth $3,317,000 after buying an additional 192 shares in the last quarter.

Invesco S&P 500 GARP ETF Trading Down 0.4%

SPGP opened at $112.65 on Wednesday. The stock has a market capitalization of $2.83 billion, a PE ratio of 16.90 and a beta of 1.11. Invesco S&P 500 GARP ETF has a 1-year low of $84.13 and a 1-year high of $113.98. The firm has a 50-day moving average price of $110.18 and a two-hundred day moving average price of $103.57.

Invesco S&P 500 GARP ETF Company Profile

The Invesco S&P 500 GARP ETF (SPGP) is an exchange-traded fund that is based on the S&P 500 GARP index. The fund tracks an index of S&P 500 stocks selected by growth, quality and value traits, and weighted by growth. SPGP was launched on Jun 16, 2011 and is managed by Invesco.