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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
LPL Financial
California
$244M
2
Morgan Stanley
Morgan Stanley
New York
$455M
3
Bank of America
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$100M
2
PG
Prostatis Group
Maryland
$1.51M
3
GI
Gradient Investments
Minnesota
$101K
4
SVCP
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Highlander Capital Management
New Jersey
$55K +$55K +600 New
RWPA
227
Richard W. Paul & Associates
Michigan
$45.7K -$2.55K -28 -5%
PB
228
Pinnacle Bancorp
Nebraska
$43.9K +$182 +2 +0.4%
IWP
229
IAG Wealth Partners
Wisconsin
$37.1K +$37.1K +407 New
PPC
230
Park Place Capital
Alabama
$35.9K +$35.9K +394 New
S
231
SignatureFD
Georgia
$31.2K +$31.2K +342 New
HFS
232
HBC Financial Services
Washington
$31K +$31K +350 New
TRCT
233
Tower Research Capital (TRC)
New York
$29K -$233K -2,551 -89%
JWA
234
JFS Wealth Advisors
Pennsylvania
$26K +$26K +285 New
IPW
235
Impact Partnership Wealth
Georgia
$23.4K +$19.7K +216 +527%
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$20.8K – – –
BlackRock
237
BlackRock
New York
$14.5K +$3.01K +33 +26%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$11K -$10.7K -116 -49%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$9.48K +$9.48K +100 New
GEA
240
Glen Eagle Advisors
New Jersey
$9.12K – – –
PP
241
Pacifica Partners
Canada
$8.89K – – –
VF
242
VitalStone Financial
Texas
$7K – – –
PCM
243
Penserra Capital Management
California
$7K +$7K +78 New
WWP
244
WR Wealth Planners
Missouri
$4.56K +$4.56K +50 New
ACA
245
Aptus Capital Advisors
Alabama
$4.56K +$4.56K +50 New
GWSG
246
GPS Wealth Strategies Group
Colorado
$2.28K – – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$1K +$1K +11 New
GWS
248
Glassman Wealth Services
Virginia
$912 +$912 +10 New
RG
249
Retirement Group
California
$639 – – –
SIA
250
SkyView Investment Advisors
New Jersey
– -$3.85M -42,432 Closed
7 8 9
10
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