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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
LPL Financial
LPL Financial
California
$326M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
Wells Fargo
California
$51.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$48.6M
2
LC
Legacy CG
Texas
$0
3
SL
Systelligence LLC
Minnesota
$0
4
B
Barings
North Carolina
$0
5
OFS
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
226
Stock Yards Bank & Trust
Kentucky
$265K – – –
RFN
227
RDA Financial Network
Iowa
$257K +$37.3K +380 +17%
US Bancorp
228
US Bancorp
Minnesota
$255K -$105K -1,071 -29%
WAM
229
WealthTrust Asset Management
Florida
$252K +$252K +2,574 New
ESB
230
Essex Savings Bank
Connecticut
$245K – – –
FTWA
231
Fifth Third Wealth Advisors
Ohio
$244K +$244K +2,485 New
CCA
232
Clearwater Capital Advisors
Illinois
$242K – – –
TSWM
233
Triangle Securities Wealth Management
North Carolina
$235K +$4.12K +42 +2%
SWMG
234
Sard Wealth Management Group
Georgia
$230K +$230K +2,346 New
PCS
235
Private Client Services
Kentucky
$227K +$227K +2,313 New
ONSWM
236
Old North State Wealth Management
North Carolina
$227K +$227K +2,310 New
KPWS
237
Kestra Private Wealth Services
Texas
$219K -$12.4K -126 -5%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$211K +$201K +2,029 +2,029%
BCA
239
Bay Colony Advisors
Massachusetts
$206K +$206K +2,103 New
CWA
240
Canvas Wealth Advisors
Kansas
$202K -$70.9K -739 -26%
WWM
241
Wagner Wealth Management
South Carolina
$153K – – –
RFA
242
Resurgent Financial Advisors
Georgia
$140K +$38.5K +393 +38%
CAL
243
Capital Analysts LLC
Pennsylvania
$121K – – –
EWA
244
EP Wealth Advisors
California
$118K +$118K +1,200 New
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$90K – – –
FW
246
Fairway Wealth
Ohio
$83.7K +$83.7K +854 New
BlackRock
247
BlackRock
New York
$81.2K +$65.6K +669 +421%
AIC
248
Archer Investment Corporation
Indiana
$74.3K – – –
FCAS
249
First Command Advisory Services
Texas
$68.7K – – –
SC
250
Stephens Consulting
Michigan
$63.5K -$14.3K -146 -18%
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10
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