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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
LPL Financial
2
LPL Financial
California
$326M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
4
Wells Fargo
California
$51.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$48.6M
2
LC
2
Legacy CG
Texas
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
B
4
Barings
North Carolina
$0
5
OFS
5
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$19.7M -$319K -3,253 -2%
GRP
27
Global Retirement Partners
California
$17.8M +$5.26M +55,295 +42%
HFS
28
Howard Financial Services
Texas
$17.8M +$6.17M +62,888 +53%
4WM
29
49 Wealth Management
Texas
$17.3M +$17.3M +176,255 New
Truist Financial
30
Truist Financial
North Carolina
$17M +$3.58M +36,510 +27%
PIA
31
Perennial Investment Advisors
California
$16.9M +$3.83M +39,036 +29%
SWP
32
Stratos Wealth Partners
Ohio
$16.7M +$15.4M +156,982 +1,150%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$15.9M +$3.35M +34,147 +27%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$2.43M +24,814 +18%
HighTower Advisors
35
HighTower Advisors
Illinois
$15.6M +$998K +10,187 +7%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$14.3M +$2.41M +24,603 +20%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$13.1M +$3.98M +40,614 +44%
AWS
38
Atria Wealth Solutions
New York
$12.6M +$1.51M +15,445 +14%
AF
39
Allworth Financial
California
$11.7M +$1.25M +12,793 +12%
WMR
40
Wealth Management Resources
Rhode Island
$11.5M +$4.37M +44,589 +61%
PAG
41
Private Advisor Group
New Jersey
$11.5M +$728K +7,427 +7%
WMG
42
WESCAP Management Group
California
$11.5M -$123K -1,253 -1%
GM
43
GeoWealth Management
Illinois
$11.3M +$1.88M +19,129 +20%
CWM
44
Cedar Wealth Management
California
$11.2M +$3.36M +34,224 +43%
TW
45
TrinityPoint Wealth
Connecticut
$11.2M +$4.42M +45,094 +66%
RIA
46
Regal Investment Advisors
Michigan
$10.9M -$588 -6 -0%
SPIA
47
Steward Partners Investment Advisory
New York
$10.9M -$3.39M -34,579 -24%
EH
48
Equitable Holdings
New York
$10.3M +$144K +1,468 +1%
LFA
49
Longview Financial Advisors
Alabama
$9.93M +$9.93M +101,260 New
PS
50
Planned Solutions
California
$9.79M +$101K +1,032 +1%
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