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Invesco S&P 500 GARP ETF
SPGP

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 %
EWM
301
Evermay Wealth Management
Virginia
$21.3K +$21.3K +200 New
BTI
302
Blue Trust Inc
Georgia
$21.3K +$21.3K +200 New
PS
303
Principal Securities
Iowa
$16.7K – – –
CFFP
304
Center for Financial Planning
Michigan
$14.1K +$14.1K +132 New
DWM
305
Dogwood Wealth Management
Kansas
$12.2K – – –
DCM
306
Davis Capital Management
Florida
$10.8K – – –
PP
307
Pacifica Partners
Canada
$10.5K – – –
TF
308
Tompkins Financial
New York
$9.69K +$9.69K +91 New
MIM
309
MTM Investment Management
South Carolina
$7.45K -$1.92K -18 -20%
GWSG
310
GPS Wealth Strategies Group
Colorado
$6.39K +$3.73K +35 +140%
FFA
311
Founders Financial Alliance
North Carolina
$6.07K +$6.07K +57 New
RCM
312
Richardson Capital Management
Wisconsin
$5.96K – – –
BWL
313
Bogart Wealth LLC
Virginia
$5.96K – – –
WWP
314
WR Wealth Planners
Missouri
$5.33K +$5.33K +50 New
GWANC
315
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.9K +$4.9K +46 New
Simplex Trading
316
Simplex Trading
Illinois
$3K -$5.25K -56 -64%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66K +$2.66K +25 New
CIM
318
Contravisory Investment Management
Massachusetts
$2.66K +$2.66K +25 New
EA
319
Evolution Advisers
Virginia
$2K – – –
OA
320
Operose Advisors
Wisconsin
$971 +$971 +9 New
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$532 +$532 +5 New
LFG
322
Larson Financial Group
Missouri
$215 – – –
DFA
323
DHJJ Financial Advisors
Illinois
$107 +$107 +1 New
MA
324
MCF Advisors
Kentucky
$96 -$15.9K -166 -99%
RFG
325
REAP Financial Group
Texas
$34 -$31 – –
10 11 12
13
14