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Invesco S&P 500 GARP ETF

55 hedge funds and large institutions have $137M invested in Invesco S&P 500 GARP ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
17
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
26
Grimes & Company
Massachusetts
$900K
Ameriprise
27
Ameriprise
Minnesota
$795K
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$637K +$178K +2,180 +39%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$621K -$16.2K -199 -3%
CCA
30
Clearwater Capital Advisors
Illinois
$475K -$365K -4,478 -43%
DADC
31
D.A. Davidson & Co
Montana
$464K -$21.8K -268 -4%
MA
32
Mutual Advisors
Nebraska
$455K -$2.45K -30 -0.5%
FHC
33
First Heartland Consultants
Missouri
$389K -$19.9K -244 -5%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$354K +$354K +4,344 New
HighTower Advisors
35
HighTower Advisors
Illinois
$333K +$333K +4,091 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$328K +$328K +4,032 New
WBC
37
West Branch Capital
Massachusetts
$262K -$1.14K -14 -0.4%
AWA
38
Arete Wealth Advisors
Illinois
$223K -$99K -1,214 -31%
UBS Group
39
UBS Group
Switzerland
$205K -$14.3K -176 -7%
Stifel Financial
40
Stifel Financial
Missouri
$205K +$205K +2,512 New
GWM
41
Geneos Wealth Management
Colorado
$115K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$99K
LAS
43
Lloyd Advisory Services
Georgia
$89K -$2.7M -33,095 -97%
IRC
44
Investors Research Corp
Georgia
$53K +$27.5K +338 +108%
AIC
45
Ameritas Investment Company
Nebraska
$35.8K +$35.8K +440 New
CAL
46
Capital Analysts LLC
Pennsylvania
$24K
CFGS
47
Concourse Financial Group Securities
Alabama
$23K +$2.01K +25 +10%
FA
48
Faithward Advisors
Pennsylvania
$15K
1WM
49
1900 Wealth Management
Texas
$14.1K +$5.9K +72,402 +72%
GEA
50
Glen Eagle Advisors
New Jersey
$8.15K