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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$21.9M -$904K -8,490 -4%
HFS
27
Howard Financial Services
Texas
$21.8M +$2.47M +23,231 +13%
4WM
28
49 Wealth Management
Texas
$21.5M +$2.66M +24,946 +14%
Truist Financial
29
Truist Financial
North Carolina
$20.6M +$2.22M +20,840 +12%
GM
30
GeoWealth Management
Illinois
$20.5M +$8.25M +77,512 +67%
GRP
31
Global Retirement Partners
California
$20.2M +$286K +2,682 +1%
PIA
32
Perennial Investment Advisors
California
$20.1M +$1.8M +16,933 +10%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$19.7M +$5.45M +51,158 +38%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$19M +$1.78M +16,734 +10%
HighTower Advisors
35
HighTower Advisors
Illinois
$18.2M +$1.19M +11,144 +7%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$17.7M +$8.96M +84,122 +103%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$15.7M +$242K +2,276 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$15.7M -$1.32M -12,352 -8%
AWS
39
Atria Wealth Solutions
New York
$15.5M +$1.82M +17,111 +13%
CWM
40
Cedar Wealth Management
California
$15.3M +$3.09M +28,991 +25%
WA
41
Win Advisors
Florida
$15.2M +$15.2M +142,660 New
RIA
42
Regal Investment Advisors
Michigan
$14.1M +$2.18M +20,485 +18%
AF
43
Allworth Financial
California
$13.5M +$776K +7,285 +6%
WMR
44
Wealth Management Resources
Rhode Island
$13.1M +$534K +5,011 +4%
TW
45
TrinityPoint Wealth
Connecticut
$13M +$879K +8,254 +7%
WMG
46
WESCAP Management Group
California
$12.5M +$15.1K +142 +0.1%
PAG
47
Private Advisor Group
New Jersey
$11.8M -$765K -7,187 -6%
PAS
48
Park Avenue Securities
New York
$11.6M +$2.36M +22,161 +25%
Prudential Financial
49
Prudential Financial
New Jersey
$11.5M +$2.9M +27,189 +34%
IA
50
IFG Advisory
Georgia
$11.4M +$11.4M +106,848 New
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