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Invesco S&P 500 GARP ETF
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Overview Fund Activity

95 hedge funds and large institutions have $485M invested in Invesco S&P 500 GARP ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.47%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
21
Increased
40
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$27.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.5M
3
BBA
3
Braun-Bostich & Associates
Pennsylvania
$20.8M
4
SCA
4
Stuart Chaussee & Associates
California
$15.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.4M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
WWM
2
WJ Wealth Management
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$9.78M
4
Barclays
4
Barclays
United Kingdom
$0
5
1WM
5
1900 Wealth Management
Texas
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.66M +$2.01M +20,730 +312%
ARC
27
Advisor Resource Council
Texas
$2.55M +$1.34M +13,819 +111%
SWAG
28
Spectrum Wealth Advisory Group
California
$2.2M -$179K -1,840 -8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.01M +$126K +1,300 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.97M +$7.28K +75 +0.4%
HNW
31
High Note Wealth
Minnesota
$1.76M -$43.6K -449 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.65M +$1.22M +12,600 +286%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.61M +$137K +1,412 +9%
DWM
34
Darwin Wealth Management
Florida
$1.46M +$1.14M +12,611 +358%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$1.42M +$1.42M +13,512 New
Mariner
36
Mariner
Kansas
$1.34M +$13.1K +135 +1%
MA
37
Mutual Advisors
Nebraska
$1.31M +$780K +8,042 +146%
CFRPA
38
Castle Financial & Retirement Planning Associates
New Jersey
$1.26M +$1.26M +13,824 New
EH
39
Equitable Holdings
New York
$1.12M +$108K +1,108 +11%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$1.09M -$1.43M -14,762 -57%
Ameriprise
41
Ameriprise
Minnesota
$1.02M -$179K -1,814 -15%
CA
42
Cetera Advisors
Colorado
$1M -$144K -1,485 -13%
MCC
43
Money Concepts Capital
Florida
$998K +$998K +10,282 New
IA
44
IFP Advisors
Florida
$987K +$428K +4,402 +76%
SA
45
SFI Advisors
New Jersey
$920K +$920K +9,720 New
NFG
46
Next Financial Group
Texas
$892K +$8.06K +83 +0.9%
SWM
47
Spire Wealth Management
Virginia
$816K -$425K -4,377 -34%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$752K +$77.6K +800 +12%
IAN
49
Integrated Advisors Network
Texas
$749K +$147K +1,519 +24%
OIA
50
OneDigital Investment Advisors
Kansas
$739K -$15.3K -158 -2%
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