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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.

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
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
326
ASB Consultores
Florida
– -$7.43M -75,743 Closed
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
– -$5.63M -57,443 Closed
JWM
328
Jackson Wealth Management
Florida
– -$3.24M -33,002 Closed
CJFS
329
Coulter & Justus Financial Services
Tennessee
– -$2.18M -22,272 Closed
Susquehanna International Group
330
Susquehanna International Group
Pennsylvania
– -$1.74M -17,793 Closed
OP
331
ORG Partners
Indiana
– -$1.08M -11,026 Closed
TCWM
332
Total Clarity Wealth Management
Illinois
– -$860K -8,769 Closed
KA
333
Kovack Advisors
Florida
– -$611K -6,228 Closed
TI
334
Trexquant Investment
Connecticut
– -$606K -6,183 Closed
AWA
335
Arete Wealth Advisors
Illinois
– -$415K -4,232 Closed
Fisher Asset Management
336
Fisher Asset Management
Washington
– -$410K -4,182 Closed
GVAG
337
Great Valley Advisor Group
Delaware
– -$340K -3,472 Closed
PMG
338
ProVise Management Group
Florida
– -$327K -3,340 Closed
SFC
339
SYM Financial Corp
Indiana
– -$294K -2,998 Closed
RFA
340
Resurgent Financial Advisors
Georgia
– -$140K -1,423 Closed
WAS
341
Winch Advisory Services
Wisconsin
– -$15.1K -154 Closed
LCM
342
Logan Capital Management
Pennsylvania
– -$15.1K -154 Closed
RG
343
Retirement Group
California
– -$686 -7 Closed
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