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Invesco S&P 500 GARP ETF
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Overview Fund Activity

44 hedge funds and large institutions have $138M invested in Invesco S&P 500 GARP ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
11
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$3.18M
2
SWAG
2
Spectrum Wealth Advisory Group
California
$3.84M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$1.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.8M
5
Bank of America
5
Bank of America
North Carolina
$7.45M

Top Sellers

1
CFG
1
CMC Financial Group
Georgia
$0
2
IWS
2
Insight Wealth Strategies
California
$1.97M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AG
4
Advisor Group
Arizona
$7.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$41M
Name Market Value Shares Shares
Change 		Shares
Change %
WBC
26
West Branch Capital
Massachusetts
$391K 6,936 -144 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$299K 5,294 +5,294 New
WBG
28
Wharton Business Group
Pennsylvania
$270K 4,790 – –
SEIA
29
Signature Estate & Investment Advisors
California
$257K 4,551 +114 +3%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$199K 3,521 -15,160 -81%
GWM
31
Geneos Wealth Management
Colorado
$114K 2,039 +28 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$100K 1,777 +1,777 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$99K 1,128 – –
FAAS
34
First Allied Advisory Services
California
$81K 1,461 +1,461 New
APA
35
American Portfolios Advisors
New York
$69.5K 1,231 -6 -0.5%
NFG
36
Next Financial Group
Texas
$57K 1,014 +433 +75%
UBS Group
37
UBS Group
Switzerland
$38K 665 -3,529 -84%
AIC
38
Ameritas Investment Company
Nebraska
$25K 440 +440 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$16K 275 – –
CAL
40
Capital Analysts LLC
Pennsylvania
$16K 300 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$13K 225 – –
GEA
42
Glen Eagle Advisors
New Jersey
$7.17K 127 – –
Wells Fargo
43
Wells Fargo
California
$6K 101 – –
IRC
44
Investors Research Corp
Georgia
$1K 10 +10 New
CFG
45
CMC Financial Group
Georgia
– – -170,015 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -31,930 Closed
CIBC World Market
47
CIBC World Market
Ontario, Canada
– – -6,421 Closed
WP
48
WealthSource Partners
California
– – -5,834 Closed
FHA
49
Flagship Harbor Advisors
Massachusetts
– – -200 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – -150 Closed
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2
3