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Invesco S&P 500 GARP ETF

56 hedge funds and large institutions have $65.2M invested in Invesco S&P 500 GARP ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 5756 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

10.77% less ownership

Funds ownership: 41.96%31.19% (-11%)

33% less capital invested

Capital invested by funds: $96.7M → $65.2M (-$31.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
14
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$611K +$142K +2,739 +33%
GC
27
Grimes & Company
Massachusetts
$607K -$84K -1,616 -13%
MA
28
Mutual Advisors
Nebraska
$592K +$561K +10,779 New
CCA
29
Clearwater Capital Advisors
Illinois
$569K -$250K -4,807 -32%
Ameriprise
30
Ameriprise
Minnesota
$553K -$5.23M -100,579 -91%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$484K -$854K -16,428 -65%
WBC
32
West Branch Capital
Massachusetts
$354K
SPC
33
Sigma Planning Corp
Michigan
$273K -$52 -1 -0%
ASN
34
Advisory Services Network
Georgia
$269K -$2.7M -51,981 -91%
SS
35
Simplicity Solutions
Minnesota
$267K +$253K +4,865 New
CAN
36
Cetera Advisor Networks
California
$265K -$968K -18,622 -79%
MML Investors Services
37
MML Investors Services
Massachusetts
$212K +$201K +3,860 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$205K +$52.6K +1,011 +37%
UBS Group
39
UBS Group
Switzerland
$196K +$150K +2,883 +417%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$99K
GWM
41
Geneos Wealth Management
Colorado
$71K -$32.6K -626 -32%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$53K +$50.6K +973 New
APA
43
American Portfolios Advisors
New York
$45.6K -$115K -2,212 -73%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$43K -$51.7K -995 -56%
AWA
45
Arkadios Wealth Advisors
Georgia
$17.5K
VFA
46
Valeo Financial Advisors
Indiana
$17K +$16.1K +309 New
CAL
47
Capital Analysts LLC
Pennsylvania
$16K
CFGS
48
Concourse Financial Group Securities
Alabama
$14K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$12K
PAG
50
Private Advisor Group
New Jersey
$12K +$11.7K +225 New