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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$13.6M +$928K +10,182 +7%
SPIA
27
Steward Partners Investment Advisory
New York
$13.3M +$7.93M +86,936 +149%
LC
28
Legacy CG
Texas
$12.8M +$11.8M +129,021 +1,097%
Truist Financial
29
Truist Financial
North Carolina
$12.5M +$1.99M +21,790 +19%
SL
30
Systelligence LLC
Minnesota
$12.4M +$12.4M +135,600 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$12.3M +134,937 New
PIA
32
Perennial Investment Advisors
California
$12.1M +$1.43M +15,628 +13%
GRP
33
Global Retirement Partners
California
$11.7M +$2.65M +29,737 +29%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$11.6M +$2.28M +24,952 +24%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$11M +$383K +4,195 +4%
HFS
36
Howard Financial Services
Texas
$10.8M +$817K +8,956 +8%
WMG
37
WESCAP Management Group
California
$10.8M +$121K +1,322 +1%
AWS
38
Atria Wealth Solutions
New York
$10.3M +$1.67M +18,358 +19%
RIA
39
Regal Investment Advisors
Michigan
$10.2M -$1.08M -11,836 -10%
PAG
40
Private Advisor Group
New Jersey
$10.1M -$2.7M -29,640 -21%
AF
41
Allworth Financial
California
$9.7M +$1.79M +19,658 +23%
EH
42
Equitable Holdings
New York
$9.43M +$688K +7,536 +8%
MCC
43
Money Concepts Capital
Florida
$9.3M +$7.71M +84,450 +482%
AC
44
ASB Consultores
Florida
$9.13M – – –
PS
45
Planned Solutions
California
$9.02M +$380K +4,165 +4%
B
46
Barings
North Carolina
$8.97M -$3.23M -35,381 -26%
DOA
47
D'Orazio & Associates
Virginia
$8.96M +$5.53M +60,652 +161%
GM
48
GeoWealth Management
Illinois
$8.79M +$8.79M +96,294 New
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$8.48M +$8.48M +92,895 New
OC
50
Oppenheimer & Co
New York
$8.13M +$739K +8,104 +10%
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