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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 %
GEA
276
Glen Eagle Advisors
New Jersey
$9.8K – – –
PP
277
Pacifica Partners
Canada
$9.31K – – –
MIM
278
MTM Investment Management
South Carolina
$8.63K +$8.63K +88 New
Simplex Trading
279
Simplex Trading
Illinois
$8K +$8K +88 New
BWL
280
Bogart Wealth LLC
Virginia
$5.49K -$2.5M -25,527 -100%
RCM
281
Richardson Capital Management
Wisconsin
$5.49K +$5.49K +56 New
GWSG
282
GPS Wealth Strategies Group
Colorado
$2.45K – – –
EA
283
Evolution Advisers
Virginia
$2K +$2K +18 New
GWS
284
Glassman Wealth Services
Virginia
$980 – – –
RG
285
Retirement Group
California
$686 – – –
LFG
286
Larson Financial Group
Missouri
$197 +$197 +2 New
RFG
287
REAP Financial Group
Texas
$31 – – –
LC
288
Legacy CG
Texas
– -$12.8M -140,785 Closed
SL
289
Systelligence LLC
Minnesota
– -$12.4M -135,600 Closed
B
290
Barings
North Carolina
– -$8.97M -98,363 Closed
OPS
291
Orion Portfolio Solutions
Nebraska
– -$1.91M -20,926 Closed
BCI
292
Brinker Capital Investments
Pennsylvania
– -$1.91M -20,926 Closed
FTUS
293
Flow Traders U.S.
New York
– -$1.79M -19,601 Closed
Jane Street
294
Jane Street
New York
– -$1.23M -13,449 Closed
SG
295
StoneX Group
New York
– -$463K -5,079 Closed
CIBC World Market
296
CIBC World Market
Ontario, Canada
– -$380K -4,163 Closed
Corient Private Wealth
297
Corient Private Wealth
Florida
– -$343K -3,763 Closed
CWMGP
298
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$235K -2,571 Closed
RIA
299
Realta Investment Advisors
Delaware
– -$120K -1,320 Closed
JWA
300
JFS Wealth Advisors
Pennsylvania
– -$26K -285 Closed
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