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Invesco S&P 500 GARP ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EP Wealth Advisors
California
$205K -$14.9K -142 -7%
CWM
252
Collaborative Wealth Management
Florida
$205K
VFPW
253
Vantage Financial Partners (Wisconsin)
Wisconsin
$204K +$204K +1,948 New
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K +$73.8K +705 +63%
SS
255
Sunbelt Securities
Texas
$170K +$170K +1,621 New
Barclays
256
Barclays
United Kingdom
$157K
RIL
257
Rothschild Investment LLC
Illinois
$146K +$146K +1,396 New
CFD
258
Creative Financial Designs
Indiana
$139K -$120K -1,151 -46%
CA
259
Continuum Advisory
Idaho
$130K +$128K +1,165 +6,853%
CAL
260
Capital Analysts LLC
Pennsylvania
$129K
FW
261
Fairway Wealth
Ohio
$127K
VWWMG
262
Vermillion & White Wealth Management Group
Pennsylvania
$125K
HGERS
263
Householder Group Estate & Retirement Specialist
Arizona
$118K
T
264
Tidemark
California
$112K -$85.6K -817 -43%
FNWA
265
Financial Network Wealth Advisors
Utah
$97.1K
FCAS
266
First Command Advisory Services
Texas
$85.6K -$23.6K -225 -22%
Citigroup
267
Citigroup
New York
$84.5K +$84.5K +807 New
AWM
268
Aspire Wealth Management
Massachusetts
$80.3K -$266K -2,545 -77%
HFS
269
HBC Financial Services
Washington
$80K -$6.02K -57 -7%
AIC
270
Archer Investment Corporation
Indiana
$79.3K
FGC
271
Financial Gravity Companies
Texas
$74.4K +$74.4K +711 New
VWM
272
Venturi Wealth Management
Texas
$73.9K +$47.5K +454 +180%
GWSG
273
GPS Wealth Strategies Group
Colorado
$72K
CA
274
CoreCap Advisors
Michigan
$70.7K
CFGS
275
Concourse Financial Group Securities
Alabama
$59.6K -$5.58M -53,269 -99%