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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 %
AP
251
Advisors Preferred
Maryland
$62.6K -$81.4K -832 -57%
EDRH
252
Edmond de Rothschild Holding
Switzerland
$61.1K – – –
GI
253
Gradient Investments
Minnesota
$59.3K -$48.7K -497 -45%
HCM
254
Highlander Capital Management
New Jersey
$58.8K – – –
IGWM
255
ICA Group Wealth Management
Colorado
$52.9K +$52.9K +540 New
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$50.5K +$49.4K +504 +4,582%
PB
257
Pinnacle Bancorp
Nebraska
$47.3K +$98 +1 +0.2%
HFS
258
HBC Financial Services
Washington
$45K +$10.8K +110 +31%
S
259
SignatureFD
Georgia
$41.5K +$7.94K +81 +24%
IWP
260
IAG Wealth Partners
Wisconsin
$39.9K – – –
William Blair & Company
261
William Blair & Company
Illinois
$39.2K +$39.2K +400 New
TRCT
262
Tower Research Capital (TRC)
New York
$39K +$7.84K +80 +25%
RWPA
263
Richard W. Paul & Associates
Michigan
$38.4K -$10.8K -110 -22%
ACA
264
Aptus Capital Advisors
Alabama
$37.2K +$32.3K +329 +658%
TIM
265
Thompson Investment Management
Wisconsin
$35.4K +$35.4K +361 New
PCMC
266
Planning Capital Management Corporation
Pennsylvania
$34.8K +$34.8K +355 New
VWM
267
Venturi Wealth Management
Texas
$24.6K +$24.6K +251 New
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$22.5K – – –
MA
269
MCF Advisors
Kentucky
$16.4K -$88.8K -906 -84%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$16K +$4.1K +41 +34%
PS
271
Principal Securities
Iowa
$15.4K +$15.4K +157 New
LCM
272
Logan Capital Management
Pennsylvania
$15.1K +$15.1K +154 New
WAS
273
Winch Advisory Services
Wisconsin
$15.1K +$15.1K +154 New
DWM
274
Dogwood Wealth Management
Kansas
$11.3K +$11.3K +115 New
DCM
275
Davis Capital Management
Florida
$9.91K +$9.91K +101 New
9 10
11
12 13