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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 %
VAMG
301
Voisard Asset Management Group
Michigan
$19.6K +$12.9K +123 +192%
BlackRock
302
BlackRock
New York
$19.4K -$39.6K -378 -67%
IIC
303
Integrated Investment Consultants
Michigan
$19.2K +$19.2K +19,219 New
SIC
304
SJS Investment Consulting
Ohio
$17.3K – – –
RWPA
305
Richard W. Paul & Associates
Michigan
$17.2K -$419 -4 -2%
DCM
306
Davis Capital Management
Florida
$10.7K – – –
MIM
307
MTM Investment Management
South Carolina
$7.46K – – –
FFA
308
Founders Financial Alliance
North Carolina
$5.97K – – –
RCM
309
Richardson Capital Management
Wisconsin
$5.86K – – –
PA
310
Pineridge Advisors
Missouri
$5.25K +$5.25K +50 New
WWP
311
WR Wealth Planners
Missouri
$5.23K – – –
BWL
312
Bogart Wealth LLC
Virginia
$4.08K – – –
DFA
313
DHJJ Financial Advisors
Illinois
$3.98K +$1.57K +15 +65%
HNB
314
Huntington National Bank
Ohio
$2.72K -$50.3K – –
CIM
315
Contravisory Investment Management
Massachusetts
$2.62K – – –
CCM
316
Chilton Capital Management
Texas
$2.2K +$2.2K +21 New
KHC
317
Koesten Hirschmann & Crabtree
Kansas
$1.68K +$1.68K +16 New
TIM
318
Thompson Investment Management
Wisconsin
$1.05K -$2.72K -26 -72%
EA
319
Evolution Advisers
Virginia
$1K – – –
OA
320
Operose Advisors
Wisconsin
$960 – – –
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$314 – – –
LFG
322
Larson Financial Group
Missouri
$212 – – –
MA
323
MCF Advisors
Kentucky
$95 – – –
RFG
324
REAP Financial Group
Texas
$33 -$33 – –
AWM
325
Affinity Wealth Management
Delaware
– -$28.7M -279,354 Closed
11 12
13
14 15