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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Bank of America
2
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
2
Money Concepts Capital
Florida
$1.59M
3
SL
3
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
5
Fullerton Fund Management
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$12.6M +$39.9K +439 +0.3%
RJA
27
Raymond James & Associates
Florida
$12.4M -$1.9M -20,906 -13%
B
28
Barings
North Carolina
$12.1M – – –
RIA
29
Regal Investment Advisors
Michigan
$11.2M +$4.95M +54,579 +79%
PIA
30
Perennial Investment Advisors
California
$10.7M +$531K +5,844 +5%
WMG
31
WESCAP Management Group
California
$10.6M +$1.28M +14,058 +14%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$10.6M +$272K +2,999 +3%
Truist Financial
33
Truist Financial
North Carolina
$10.4M +$8.32M +91,661 +398%
HFS
34
Howard Financial Services
Texas
$9.95M -$3.72K -41 -0%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$9.32M +$312K +3,442 +3%
GRP
36
Global Retirement Partners
California
$9.27M +$14.6K +161 +0.2%
AC
37
ASB Consultores
Florida
$9.08M +$2.86M +31,540 +46%
EH
38
Equitable Holdings
New York
$8.69M -$407K -4,483 -4%
PS
39
Planned Solutions
California
$8.59M +$261K +2,880 +3%
AWS
40
Atria Wealth Solutions
New York
$8.59M +$5.36M +59,015 +166%
BFA
41
BMS Financial Advisors
South Dakota
$8.04M +$6.26M +68,985 +351%
AF
42
Allworth Financial
California
$7.87M +$1.19M +13,159 +18%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$7.65M -$51.3K -565 -0.7%
LAM
44
Lifestyle Asset Management
Texas
$7.45M -$3.32M -36,535 -31%
OC
45
Oppenheimer & Co
New York
$7.35M +$613K +6,758 +9%
1WM
46
1900 Wealth Management
Texas
$6.95M -$1.25M -13,719 -15%
FTS
47
Fifth Third Securities
Ohio
$5.71M +$799K +8,806 +16%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$5.44M +$1.22M +13,439 +29%
NA
49
NewEdge Advisors
Louisiana
$5.42M +$476K +5,244 +10%
CWM
50
Cedar Wealth Management
California
$5.34M +$2.1M +23,172 +65%
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