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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 %
CA
276
CoreCap Advisors
Michigan
$71.9K +$71.9K +675 New
EDRH
277
Edmond de Rothschild Holding
Switzerland
$66.3K – – –
HCM
278
Highlander Capital Management
New Jersey
$63.9K – – –
IGWM
279
ICA Group Wealth Management
Colorado
$62.8K +$5.32K +50 +9%
SC
280
Stephens Consulting
Michigan
$62.4K -$6.6K -62 -10%
PB
281
Pinnacle Bancorp
Nebraska
$51.4K +$107 +1 +0.2%
SSB
282
Sandy Spring Bank
Maryland
$50.7K +$50.7K +476 New
GWS
283
Glassman Wealth Services
Virginia
$49K +$47.9K +450 +4,500%
TIM
284
Thompson Investment Management
Wisconsin
$47.4K +$8.95K +84 +23%
S
285
SignatureFD
Georgia
$45K – – –
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$44.3K +$44.3K +415 New
IWP
287
IAG Wealth Partners
Wisconsin
$43.3K – – –
PCMC
288
Planning Capital Management Corporation
Pennsylvania
$37.8K – – –
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$35.2K -$19.6K -184 -36%
GI
290
Gradient Investments
Minnesota
$32.6K -$31.9K -299 -49%
NRG
291
Nemes Rush Group
Michigan
$31.9K +$31.9K +300 New
PA
292
Pineridge Advisors
Missouri
$31K +$31K +291 New
SIS
293
Sound Income Strategies
Florida
$27.7K +$27.7K +260 New
VWM
294
Venturi Wealth Management
Texas
$26.7K – – –
RWPA
295
Richard W. Paul & Associates
Michigan
$25.6K -$16.2K -152 -39%
GEA
296
Glen Eagle Advisors
New Jersey
$25K +$14.4K +135 +135%
SWM
297
Sugarloaf Wealth Management
Georgia
$24.4K +$24.4K +229 New
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$23.7K – – –
KA
299
Kozak & Associates
Colorado
$23.2K +$23.2K +223 New
William Blair & Company
300
William Blair & Company
Illinois
$21.4K -$21.2K -199 -50%
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