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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
2
Morgan Stanley
New York
$307M
3
LPL Financial
3
LPL Financial
California
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
PAG
3
Private Advisor Group
New Jersey
$12.4M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
PTC
5
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$12.4M -$3.86M -45,198 -24%
AWM
27
Affinity Wealth Management
Delaware
$12.2M +$12.2M +143,545 New
HighTower Advisors
28
HighTower Advisors
Illinois
$11.9M +$5.33M +62,409 +82%
MCC
29
Money Concepts Capital
Florida
$11.7M +$10M +289,470 +583%
B
30
Barings
North Carolina
$11.4M +$11.4M +133,744 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.39M +16,327 +14%
LAM
32
Lifestyle Asset Management
Texas
$10.1M +$124K +1,457 +1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$9.69M +$8.01M +93,877 +475%
PIA
34
Perennial Investment Advisors
California
$9.53M +$2.37M +27,728 +33%
HFS
35
Howard Financial Services
Texas
$9.35M +$1.97M +23,139 +27%
WMG
36
WESCAP Management Group
California
$8.77M -$509K -5,967 -5%
GRP
37
Global Retirement Partners
California
$8.67M +$758K +8,907 +10%
EH
38
Equitable Holdings
New York
$8.55M +$1.54M +17,999 +22%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$8.47M +$133K +1,565 +2%
PS
40
Planned Solutions
California
$7.83M +$617K +7,239 +9%
1WM
41
1900 Wealth Management
Texas
$7.48M -$337K -4,061 -4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$7.24M +$7.15M +83,840 +8,334%
CA
43
Cetera Advisors
Colorado
$7.1M +$830K +9,736 +13%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$6.69M +$730K +8,556 +12%
OC
45
Oppenheimer & Co
New York
$6.33M +$3.21M +37,577 +102%
AF
46
Allworth Financial
California
$6.27M +$1.16M +13,570 +23%
RIA
47
Regal Investment Advisors
Michigan
$5.87M +$5.87M +68,761 New
AC
48
ASB Consultores
Florida
$5.84M +$5.84M +68,479 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$5.61M +$2.09M +24,522 +59%
NA
50
NewEdge Advisors
Louisiana
$4.64M +$703K +8,247 +18%
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