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Invesco S&P 500 GARP ETF
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Overview Fund Activity

82 hedge funds and large institutions have $345M invested in Invesco S&P 500 GARP ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
21
Increased
27
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
LPL Financial
2
LPL Financial
California
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$7.08M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.11M
5
WWM
5
WJ Wealth Management
Arizona
$3.58M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$29.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.49M
4
1WM
4
1900 Wealth Management
Texas
$12.7M
5
NFG
5
Next Financial Group
Texas
$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.76M -$79.6K -915 -4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.68M -$8.7K -100 -0.5%
HNW
28
High Note Wealth
Minnesota
$1.62M -$6.78K -78 -0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.32M +$442K +5,089 +50%
Mariner
30
Mariner
Kansas
$1.19M +$1.19M +13,671 New
SWM
31
Spire Wealth Management
Virginia
$1.11M +$26.1K +300 +2%
ARC
32
Advisor Resource Council
Texas
$1.08M +$1.08M +12,456 New
Ameriprise
33
Ameriprise
Minnesota
$1.06M +$130K +1,497 +14%
CA
34
Cetera Advisors
Colorado
$1.03M +$1.03M +11,816 New
EH
35
Equitable Holdings
New York
$904K +$7.66K +88 +0.9%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$817K +$436K +5,011 +114%
NFG
37
Next Financial Group
Texas
$792K -$2.24M -25,740 -74%
Citadel Advisors
38
Citadel Advisors
Florida
$782K +$782K +8,992 New
GC
39
Grimes & Company
Massachusetts
$688K -$114K -1,312 -14%
OIA
40
OneDigital Investment Advisors
Kansas
$676K +$229K +2,631 +51%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$605K -$178K -2,040 -23%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$578K +$43.6K +501 +8%
DADC
43
D.A. Davidson & Co
Montana
$567K – – –
IAN
44
Integrated Advisors Network
Texas
$540K +$540K +6,205 New
PAG
45
Private Advisor Group
New Jersey
$536K +$536K +6,167 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$505K -$1.29M -14,859 -72%
IA
47
IFP Advisors
Florida
$503K +$503K +5,760 New
MA
48
Mutual Advisors
Nebraska
$478K +$22.4K +257 +5%
FTUS
49
Flow Traders U.S.
New York
$450K +$450K +5,172 New
HA
50
Herold Advisors
New York
$419K +$419K +4,825 New
1
2
3 4