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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 %
RJT
251
Raymond James Trust
Florida
$227K -$285K -2,679 -56%
CIA
252
Concurrent Investment Advisors
Florida
$225K -$1.33M -12,507 -86%
KPWS
253
Kestra Private Wealth Services
Texas
$214K -$23.6K -222 -10%
FFO
254
Fiduciary Family Office
Florida
$210K +$210K +1,976 New
AAM
255
Austin Asset Management
Texas
$209K +$209K +1,965 New
EWA
256
EP Wealth Advisors
California
$209K +$81.1K +762 +64%
CWM
257
Collaborative Wealth Management
Florida
$208K +$208K +1,954 New
DP
258
Denver PWM
Colorado
$207K +$207K +1,967 New
KWM
259
Keebeck Wealth Management
Illinois
$205K +$205K +1,924 New
MG
260
Mather Group
Illinois
$196K +$196K +2,002 New
RIA
261
Realta Investment Advisors
Delaware
$158K +$158K +1,486 New
VF
262
VitalStone Financial
Texas
$135K +$135K +1,267 New
BlackRock
263
BlackRock
New York
$133K +$44.7K +420 +51%
CAL
264
Capital Analysts LLC
Pennsylvania
$131K – – –
FW
265
Fairway Wealth
Ohio
$129K +$38.4K +361 +42%
VWWMG
266
Vermillion & White Wealth Management Group
Pennsylvania
$128K +$128K +1,201 New
WWM
267
Wagner Wealth Management
South Carolina
$124K -$42.6K -400 -26%
Barclays
268
Barclays
United Kingdom
$106K +$106K +997 New
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$98.2K – – –
TRCT
270
Tower Research Capital (TRC)
New York
$89K +$46.6K +438 +110%
AIC
271
Archer Investment Corporation
Indiana
$80.7K – – –
HFS
272
HBC Financial Services
Washington
$80K +$34.7K +352 +77%
FCAS
273
First Command Advisory Services
Texas
$74.6K – – –
AP
274
Advisors Preferred
Maryland
$74.6K +$6.4K +60 +9%
ACA
275
Aptus Capital Advisors
Alabama
$74K +$33.7K +316 +83%
9 10
11
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