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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONSWM
251
Old North State Wealth Management
North Carolina
$244K +$2.78K +27 +1%
SWMG
252
Sard Wealth Management Group
Georgia
$241K – – –
OPS
253
Orion Portfolio Solutions
Nebraska
$240K +$240K +2,331 New
BCI
254
Brinker Capital Investments
Pennsylvania
$240K +$240K +2,331 New
PCS
255
Private Client Services
Kentucky
$239K +$822 +8 +0.3%
PI
256
PFG Investments
New York
$234K +$617 +6 +0.3%
CIA
257
Concurrent Investment Advisors
Florida
$231K +$13.9K +135 +6%
DAS
258
Diversify Advisory Services
Utah
$229K -$10.1K -99 -4%
RJT
259
Raymond James Trust
Florida
$228K +$9.46K +92 +4%
ESB
260
Essex Savings Bank
Connecticut
$228K -$29.3K -285 -11%
CWA
261
Canvas Wealth Advisors
Kansas
$227K -$10.4K -100 -4%
KPWS
262
Kestra Private Wealth Services
Texas
$222K +$15.4K +150 +7%
CB
263
Commerce Bank
Missouri
$221K +$221K +2,147 New
OIA
264
OneDigital Investment Advisors
Kansas
$220K +$220K +2,136 New
DWM
265
Darwin Wealth Management
Florida
$217K +$217K +2,112 New
EWA
266
EP Wealth Advisors
California
$216K +$14.6K +142 +7%
AAM
267
Austin Asset Management
Texas
$202K – – –
CWM
268
Collaborative Wealth Management
Florida
$201K – – –
T
269
Tidemark
California
$194K -$116K -1,126 -37%
RIA
270
Realta Investment Advisors
Delaware
$184K +$30.9K +301 +20%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$175K +$111K +1,079 +173%
Barclays
272
Barclays
United Kingdom
$154K +$51.6K +503 +50%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$129K +$129K +1,253 New
CAL
274
Capital Analysts LLC
Pennsylvania
$127K – – –
FW
275
Fairway Wealth
Ohio
$125K – – –
9 10
11
12 13