Invesco S&P 500 GARP ETFSPGP
SPGP
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
210% more call options, than puts
Call options by funds: $325K | Put options by funds: $105K
59% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 18 [Q3] → 24 (+6) [Q4]
6% more capital invested
Capital invested by funds: $2.74B [Q3] → $2.91B (+$173M) [Q4]
3% more funds holding
Funds holding: 321 [Q3] → 331 (+10) [Q4]
2.52% more ownership
Funds ownership: 63.93% [Q3] → 66.45% (+2.52%) [Q4]
41% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 146
Research analyst outlook
We haven’t received any recent analyst ratings for SPGP.
Financial journalist opinion
Based on 3 articles about SPGP published over the past 30 days
Neutral
Seeking Alpha
2 days ago
SPGP: A GARP ETF That Doesn't Pass The Growth Test (Rating Downgrade)
SPGP targets 75 S&P 500 Index stocks with attractive growth-at-a-reasonable-price metrics. Its expense ratio is 0.75% and the ETF has $2.80 billion in assets under management. The Index relies on three-year historical sales and earnings growth rates to calculate growth scores, a process which is vulnerable to timing differences and changes in analyst expectations. The current portfolio is a prime example. While its growth/value combination is solid from a historical perspective, it's quite bleak on a forward-looking basis.
Positive
24/7 Wall Street
1 week ago
3 Growth ETFs With Big Upside Potential
While growth stocks may look risky in the near-term, over the long-term they tend to outperform.
Neutral
Zacks Investment Research
3 weeks ago
Should Invesco S&P 500 GARP ETF (SPGP) Be on Your Investing Radar?
Launched on 06/17/2011, the Invesco S&P 500 GARP ETF (SPGP) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market.
Positive
Seeking Alpha
2 months ago
SPGP: The Broadening Theme Benefits This GARP ETF
Investors are shifting towards value stocks, benefiting sectors like Financials, Health Care, and Materials, which supports a buy rating on SPGP. Invesco S&P 500 GARP ETF focuses on 'growth at a reasonable price,' offering a balanced approach between high-growth stocks and value stocks, with a favorable PEG ratio of 1.5. Despite volatility, SPGP has returned 6% this year, with a strong seasonal trend expected from February to July and a positive technical outlook.
Neutral
Zacks Investment Research
2 months ago
Should Invesco S&P 500 GARP ETF (SPGP) Be on Your Investing Radar?
Launched on 06/17/2011, the Invesco S&P 500 GARP ETF (SPGP) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market.
Positive
The Motley Fool
3 months ago
3 Reasons to Buy This Index Fund and Hold for a Lifetime
When investors think about owning the market, the go-to exchange-traded fund (ETF) or mutual fund is usually an S&P 500 (^GSPC -1.54%) index tracker. That's not a bad call at all, but there are other ways to get exposure to the market that are a bit more nuanced.
Positive
The Motley Fool
4 months ago
The Best S&P 500 ETF to Invest $200 In Right Now
As of this writing, the S&P 500 has risen around 27% in 2024. That's an incredible performance.
Positive
The Motley Fool
4 months ago
The Time Is Right for the Invesco S&P GARP ETF's Value-Conscious Approach
The S&P 500 index (^GSPC 0.25%) has risen roughly 33% over the past year, which is a very large increase in a very short period of time. It is hitting all-time highs on a regular basis.
Neutral
Zacks Investment Research
4 months ago
Should Invesco S&P 500 GARP ETF (SPGP) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Invesco S&P 500 GARP ETF (SPGP) is a passively managed exchange traded fund launched on 06/17/2011.
Negative
Seeking Alpha
5 months ago
SPGP: Balancing Growth And Value, But Falling Short
SPGP aims to balance growth and value by investing in reasonably priced growth stocks but has underperformed other growth-focused ETFs over the long term. The fund's higher exposure to value stocks (50%) compared to growth stocks (15%) has impacted its performance and growth potential. SPGP has not consistently provided better downside protection during market corrections and recessions, underperforming in 3 out of 4 instances.
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