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Invesco S&P 500 GARP ETF
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Overview Fund Activity

63 hedge funds and large institutions have $269M invested in Invesco S&P 500 GARP ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+19
Holders Change %
+43.18%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
22
Increased
22
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$54.6M
2
Bank of America
2
Bank of America
North Carolina
$16.3M
3
FHC
3
First Heartland Consultants
Missouri
$9.17M
4
IAA
4
Independent Advisor Alliance
North Carolina
$5.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.2M

Top Sellers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$1.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.54M
4
CCA
4
Clearwater Capital Advisors
Illinois
$1.44M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$1.31M +$158K +2,510 +14%
Stifel Financial
27
Stifel Financial
Missouri
$1.29M +$1.29M +20,460 New
IWM
28
IHT Wealth Management
Illinois
$1.08M +$153K +2,425 +17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$975K +$641K +10,152 +192%
PFA
30
Professional Financial Advisors
Nebraska
$883K +$883K +13,994 New
GC
31
Grimes & Company
Massachusetts
$824K -$38K -603 -4%
ACP
32
Aveo Capital Partners
Colorado
$694K +$694K +11,000 New
NA
33
NewEdge Advisors
Louisiana
$617K +$617K +9,785 New
AWM
34
AE Wealth Management
Kansas
$582K +$6.44K +102 +1%
SPC
35
Sigma Planning Corp
Michigan
$470K +$1.26K +20 +0.3%
WBC
36
West Branch Capital
Massachusetts
$406K -$31.5K -499 -7%
DAS
37
Dynamic Advisor Solutions
Arizona
$380K +$380K +6,029 New
RAM
38
Riggs Asset Management
Pennsylvania
$364K +$364K +5,760 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$329K +$329K +5,211 New
BRWM
40
B. Riley Wealth Management
Tennessee
$297K +$297K +4,703 New
SEIA
41
Signature Estate & Investment Advisors
California
$285K -$1.7K -27 -0.6%
Citadel Advisors
42
Citadel Advisors
Florida
$263K -$198K -3,145 -43%
WBG
43
Wharton Business Group
Pennsylvania
$240K -$62.5K -990 -21%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$176K +$63.7K +1,007 +57%
APA
45
American Portfolios Advisors
New York
$171K +$93.4K +1,480 +120%
GWM
46
Geneos Wealth Management
Colorado
$120K -$7.97K -127 -6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$99K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$96K -$127K -2,007 -57%
NFG
49
Next Financial Group
Texas
$60K -$4.18K -66 -7%
GTAM
50
Global Trust Asset Management
Florida
$50K +$50K +800 New
1
2
3