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Invesco S&P 500 GARP ETF
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Overview Fund Activity

98 hedge funds and large institutions have $463M invested in Invesco S&P 500 GARP ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
18
Increased
39
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.9M
2
AC
2
Avestar Capital
New York
$10M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.67M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$0
2
WA
2
Win Advisors
Florida
$4.71M
3
SCA
3
Stuart Chaussee & Associates
California
$0
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GM
5
GeoWealth Management
Illinois
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$2.74M +$1.69M +18,556 +161%
LOIM
27
Liberty One Investment Management
Illinois
$2.59M -$34.3K -376 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.53M +$2.53M +27,723 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.36M +$2.36M +25,824 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.3M -$194K -2,123 -8%
MCC
31
Money Concepts Capital
Florida
$1.96M +$1.02M +11,177 +109%
SWAG
32
Spectrum Wealth Advisory Group
California
$1.9M -$162K -1,771 -8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.88M +$22.5K +247 +1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.88M -$9.49K -104 -0.5%
MA
35
Mutual Advisors
Nebraska
$1.84M +$600K +6,573 +49%
ARC
36
Advisor Resource Council
Texas
$1.78M -$613K -6,722 -26%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$1.02M +11,202 +144%
CA
38
Cetera Advisors
Colorado
$1.72M +$780K +8,552 +83%
Mariner
39
Mariner
Kansas
$1.4M +$139K +1,520 +11%
AIP
40
Almanack Investment Partners
Pennsylvania
$1.21M +$1.21M +13,246 New
CF
41
Clarity Financial
Texas
$1.2M +$1.2M +13,186 New
SOS
42
Silver Oak Securities
Tennessee
$1.12M +$1.12M +12,267 New
Ameriprise
43
Ameriprise
Minnesota
$935K -$9.58K -105 -1%
IA
44
IFP Advisors
Florida
$898K +$385K +7,618 +75%
SWM
45
Spire Wealth Management
Virginia
$819K +$52.4K +575 +7%
DAS
46
Dynamic Advisor Solutions
Arizona
$777K +$777K +8,521 New
AWS
47
Atria Wealth Solutions
New York
$746K +$746K +8,181 New
DADC
48
D.A. Davidson & Co
Montana
$703K +$21.5K +235 +3%
Vontobel Holding
49
Vontobel Holding
Switzerland
$693K +$693K +7,600 New
HNW
50
High Note Wealth
Minnesota
$682K -$974K -10,687 -59%
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