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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 %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
– -$17M -165,878 Closed
PAS
327
Park Avenue Securities
New York
– -$11.8M -114,610 Closed
IA
328
IFG Advisory
Georgia
– -$7.65M -74,448 Closed
OFS
329
OneAscent Financial Services
Alabama
– -$3.09M -30,068 Closed
TFM
330
Trademark Financial Management
Minnesota
– -$2.75M -26,714 Closed
SFS
331
Sowell Financial Services
Arkansas
– -$2.34M -22,762 Closed
CA
332
Claro Advisors
Massachusetts
– -$2.26M -22,004 Closed
Jane Street
333
Jane Street
New York
– -$1.73M -16,861 Closed
SFC
334
Strategic Financial Concepts
Texas
– -$1.57M -15,284 Closed
ARC
335
Advisor Resource Council
Texas
– -$44.6K -14,822 Closed
Vontobel Holding
336
Vontobel Holding
Switzerland
– -$1.38M -13,395 Closed
I
337
INVST
Indiana
– -$1.35M -13,211 Closed
MFG
338
Magnus Financial Group
New York
– -$1.07M -10,387 Closed
DAS
339
Dynamic Advisor Solutions
Arizona
– -$858K -8,346 Closed
IWM
340
IHT Wealth Management
Illinois
– -$852K -8,294 Closed
FIM
341
Freedom Investment Management
Connecticut
– -$792K -7,704 Closed
GSEP
342
Golden State Equity Partners
California
– -$625K -6,078 Closed
WFS
343
WealthGarden F.S.
California
– -$611K -5,946 Closed
CC
344
Centiva Capital
New York
– -$580K -5,647 Closed
Qube Research & Technologies (QRT)
345
Qube Research & Technologies (QRT)
United Kingdom
– -$483K -4,704 Closed
VT
346
Vise Technologies
New York
– -$341K -3,317 Closed
OWM
347
OneAscent Wealth Management
Alabama
– -$324K -3,149 Closed
TC
348
TownSquare Capital
Utah
– -$304K -2,960 Closed
FSA
349
Financial Sense Advisors
California
– -$302K -2,936 Closed
QC
350
Quadrature Capital
United Kingdom
– -$291K -2,835 Closed
11 12 13
14
15