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Invesco S&P 500 GARP ETF

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Shares
Change %
TSMHT
301
Thurston Springer Miller Herd & Titak
Indiana
$35.3K +$35.3K +343 New
AWM
302
Avior Wealth Management
Nebraska
$30.9K +$30.9K +300 New
SIS
303
Sound Income Strategies
Florida
$26.7K
VWM
304
Venturi Wealth Management
Texas
$25.9K +$103 +1 +0.4%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$24.9K +$24.9K +242 New
GI
306
GAMMA Investing
California
$24.8K +$24.8K +241 New
AWA
307
Alaska Wealth Advisors
Alaska
$24.5K +$24.5K +238 New
GEA
308
Glen Eagle Advisors
New Jersey
$24.2K
KA
309
Kozak & Associates
Colorado
$23K +$103 +1 +0.4%
BTI
310
Blue Trust Inc
Georgia
$21.3K
William Blair & Company
311
William Blair & Company
Illinois
$20.7K
EWM
312
Evermay Wealth Management
Virginia
$20.6K
RWPA
313
Richard W. Paul & Associates
Michigan
$17.3K -$7.4K -72 -30%
SIC
314
SJS Investment Consulting
Ohio
$17K +$17K +165 New
PS
315
Principal Securities
Iowa
$16.1K
IGWM
316
ICA Group Wealth Management
Colorado
$12.3K -$48.3K -470 -80%
DCM
317
Davis Capital Management
Florida
$10.4K +$102 +1 +1%
AssetMark Inc
318
AssetMark Inc
California
$7.4K +$7.4K +72 New
MIM
319
MTM Investment Management
South Carolina
$7.2K
ACA
320
Aptus Capital Advisors
Alabama
$6.58K -$64.9K -631 -91%
VAMG
321
Voisard Asset Management Group
Michigan
$6.58K +$6.58K +64 New
GI
322
Gradient Investments
Minnesota
$6.49K -$25K -243 -79%
FFA
323
Founders Financial Alliance
North Carolina
$5.86K
RCM
324
Richardson Capital Management
Wisconsin
$5.76K
WWP
325
WR Wealth Planners
Missouri
$5.14K