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Invesco S&P 500 GARP ETF
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Overview Fund Activity

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

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
GS
2
GTS Securities
New York
$7.74M
3
AWM
3
AE Wealth Management
Kansas
$5.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M
5
MWM
5
Modern Wealth Management
Kansas
$3.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$58.8K -$1.88K -18 -3%
SOS
277
Silver Oak Securities
Tennessee
$58.2K +$58.2K +555 New
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$54.5K – – –
SSB
279
Sandy Spring Bank
Maryland
$54.3K – – –
PB
280
Pinnacle Bancorp
Nebraska
$50.8K +$105 +1 +0.2%
GWS
281
Glassman Wealth Services
Virginia
$47.1K – – –
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$43.4K – – –
IWP
283
IAG Wealth Partners
Wisconsin
$42.6K – – –
EWA
284
EverSource Wealth Advisors
Alabama
$39.3K – – –
AssetMark Inc
285
AssetMark Inc
California
$34.1K +$26.6K +254 +353%
PPC
286
Park Place Capital
Alabama
$33K -$41.9K -400 -56%
NRG
287
Nemes Rush Group
Michigan
$31.9K +$31.9K +300 New
AWM
288
Avior Wealth Management
Nebraska
$31.6K +$105 +1 +0.3%
TSMHT
289
Thurston Springer Miller Herd & Titak
Indiana
$30.7K -$5.23K -50 -15%
SIS
290
Sound Income Strategies
Florida
$27.2K – – –
MFT
291
Moisand Fitzgerald Tamayo
Florida
$25.7K +$22.8K +218 +779%
GI
292
GAMMA Investing
California
$25.2K – – –
AWA
293
Alaska Wealth Advisors
Alaska
$24.9K – – –
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$24.8K -$1.29K -12 -5%
GEA
295
Glen Eagle Advisors
New Jersey
$24.7K +$105 +1 +0.4%
KA
296
Kozak & Associates
Colorado
$24K – – –
SFC
297
SYM Financial Corp
Indiana
$21.7K +$21.7K +207 New
ACA
298
Aptus Capital Advisors
Alabama
$21.5K +$14.8K +141 +220%
William Blair & Company
299
William Blair & Company
Illinois
$21.1K +$105 +1 +0.5%
EWM
300
Evermay Wealth Management
Virginia
$20.9K – – –
10 11
12
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