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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
GS
2
GTS Securities
New York
$7.74M
3
AWM
3
AE Wealth Management
Kansas
$5.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M
5
MWM
5
Modern Wealth Management
Kansas
$3.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
226
Lifeworks Advisors
Michigan
$274K -$37.6K -359 -12%
FTWA
227
Fifth Third Wealth Advisors
Ohio
$273K – – –
SMC
228
Smith, Moore & Co
Missouri
$269K -$151K -1,438 -36%
WBC
229
West Branch Capital
Massachusetts
$264K -$3.04K -29 -1%
LSA
230
Lion Street Advisors
Texas
$263K -$38.3K -366 -13%
CCA
231
Clearwater Capital Advisors
Illinois
$258K – – –
WWM
232
Wagner Wealth Management
South Carolina
$258K +$419 +4 +0.2%
ONSWM
233
Old North State Wealth Management
North Carolina
$253K +$4.61K +44 +2%
Northern Trust
234
Northern Trust
Illinois
$250K +$250K +2,393 New
CIBC World Market
235
CIBC World Market
Ontario, Canada
$250K +$250K +2,391 New
SWMG
236
Sard Wealth Management Group
Georgia
$246K – – –
PCS
237
Private Client Services
Kentucky
$244K +$733 +7 +0.3%
OPS
238
Orion Portfolio Solutions
Nebraska
$244K -$105 -1 -0%
BCI
239
Brinker Capital Investments
Pennsylvania
$244K -$105 -1 -0%
PTC
240
Private Trust Company
Ohio
$244K -$258K -2,465 -51%
DWM
241
Darwin Wealth Management
Florida
$239K +$18.1K +173 +8%
PI
242
PFG Investments
New York
$237K -$1.36K -13 -0.6%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$236K -$4.29M -40,970 -95%
TWCA
244
Two West Capital Advisors
Kansas
$235K -$39.3K -375 -14%
OIA
245
OneDigital Investment Advisors
Kansas
$224K – – –
TI
246
Trexquant Investment
Connecticut
$223K -$567K -5,413 -72%
CWA
247
Canvas Wealth Advisors
Kansas
$221K -$8.79K -84 -4%
FT
248
Fiduciary Trust
Massachusetts
$219K +$219K +2,094 New
CB
249
Commerce Bank
Missouri
$209K -$15.4K -147 -7%
AAM
250
Austin Asset Management
Texas
$206K – – –
8 9
10
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