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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
Win Advisors
Florida
$15.2M
5
IA
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$511M
2
Bank of America
Bank of America
North Carolina
$135M
3
ES
Eagle Strategies
New York
$2.01M
4
KAS
Kestra Advisory Services
Texas
$28.5M
5
SVCP
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
226
Hartline Investment Corp
Illinois
$310K +$310K +2,914 New
PPC
227
Park Place Capital
Alabama
$305K -$89.3K -839 -23%
RFN
228
RDA Financial Network
Iowa
$303K +$24.1K +226 +9%
WBC
229
West Branch Capital
Massachusetts
$302K -$4.37K -41 -1%
WBG
230
Wharton Business Group
Pennsylvania
$301K – – –
YIH
231
Y-Intercept (HK)
Hong Kong
$298K -$689K -6,474 -70%
HWM
232
HRC Wealth Management
Idaho
$294K +$294K +2,765 New
NF
233
Nvest Financial
New Hampshire
$293K +$852 +8 +0.3%
TSWM
234
Triangle Securities Wealth Management
North Carolina
$289K +$33.2K +312 +13%
SYBT
235
Stock Yards Bank & Trust
Kentucky
$288K – – –
WAM
236
WealthTrust Asset Management
Florida
$283K +$9.05K +85 +3%
FTWA
237
Fifth Third Wealth Advisors
Ohio
$278K +$13.3K +125 +5%
CCA
238
Clearwater Capital Advisors
Illinois
$262K – – –
GJIA
239
Glass Jacobson Investment Advisors
Maryland
$258K +$258K +2,424 New
BWM
240
Birchcreek Wealth Management
Ohio
$253K +$253K +2,373 New
DAS
241
Diversify Advisory Services
Utah
$251K +$251K +2,348 New
SWMG
242
Sard Wealth Management Group
Georgia
$250K – – –
ONSWM
243
Old North State Wealth Management
North Carolina
$250K +$3.62K +34 +1%
IWM
244
Iams Wealth Management
Nebraska
$248K -$37.8K -376 -13%
PCS
245
Private Client Services
Kentucky
$247K +$852 +8 +0.3%
ESB
246
Essex Savings Bank
Connecticut
$245K – – –
PI
247
PFG Investments
New York
$242K -$335K -3,141 -58%
SP
248
Stonebrook Private
Michigan
$237K +$237K +2,223 New
CWA
249
Canvas Wealth Advisors
Kansas
$231K +$18.2K +181 +9%
9WM
250
9258 Wealth Management
Ohio
$229K +$229K +2,154 New
8 9
10
11 12