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Invesco S&P 500 GARP ETF
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Overview Fund Activity

55 hedge funds and large institutions have $172M invested in Invesco S&P 500 GARP ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$29M
2
SS
2
Simplicity Solutions
Minnesota
$27.9M
3
TC
3
Trilogy Capital
California
$18M
4
AWM
4
Affinity Wealth Management
Delaware
$12.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.37M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SWAG
2
Spectrum Wealth Advisory Group
California
$1.91M
3
DADC
3
D.A. Davidson & Co
Montana
$430K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$6.18M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.31M 18,222 -4,819 -21%
BCM
27
Barometer Capital Management
Ontario, Canada
$857K 11,900 +11,900 New
GC
28
Grimes & Company
Massachusetts
$796K 11,045 – –
CCA
29
Clearwater Capital Advisors
Illinois
$743K 10,306 – –
Ameriprise
30
Ameriprise
Minnesota
$703K 9,764 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$564K 7,830 -363 -4%
DADC
32
D.A. Davidson & Co
Montana
$430K 5,962 -18,207 -75%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$407K 5,643 +285 +5%
MA
34
Mutual Advisors
Nebraska
$404K 5,611 -4,744 -46%
FHC
35
First Heartland Consultants
Missouri
$362K 5,019 -4,689 -48%
SPC
36
Sigma Planning Corp
Michigan
$356K 4,938 +9 +0.2%
AWA
37
Arete Wealth Advisors
Illinois
$285K 3,949 -130 -3%
WBC
38
West Branch Capital
Massachusetts
$233K 3,228 +3,228 New
UBS Group
39
UBS Group
Switzerland
$194K 2,693 +1,268 +89%
GWM
40
Geneos Wealth Management
Colorado
$110K 1,352 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$99K 1,128 – –
ASN
42
Advisory Services Network
Georgia
$97K 1,351 +500 +59%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$56K 783 – –
MCC
44
Money Concepts Capital
Florida
$41K 564 +564 New
TRCT
45
Tower Research Capital (TRC)
New York
$37K 517 -9,255 -95%
CIAS
46
Capital Investment Advisory Services
North Carolina
$36K 502 +1 +0.2%
IRC
47
Investors Research Corp
Georgia
$23K 313 +145 +86%
CAL
48
Capital Analysts LLC
Pennsylvania
$22K 300 – –
CFGS
49
Concourse Financial Group Securities
Alabama
$19K 261 – –
FA
50
Faithward Advisors
Pennsylvania
$13K 185 – –
1
2
3