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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
AAG
26
Armstrong Advisory Group
Massachusetts
$23.2M 225,747 +225,747 New
SWP
27
Stratos Wealth Partners
Ohio
$22.6M 219,556 +6,279 +3%
GRP
28
Global Retirement Partners
California
$20.7M 201,477 +11,641 +6%
PIA
29
Perennial Investment Advisors
California
$20.1M 195,992 +6,869 +4%
HighTower Advisors
30
HighTower Advisors
Illinois
$20.1M 195,431 +24,636 +14%
AAS
31
Avantax Advisory Services
Texas
$19.8M 192,893 -12,889 -6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$17.8M 173,631 +7,537 +5%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$17.7M 172,021 -6,519 -4%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$17M 165,878 -18,789 -10%
AWS
35
Atria Wealth Solutions
New York
$15.9M 154,559 +8,976 +6%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$15.2M 148,230 +515 +0.3%
CWM
37
Cedar Wealth Management
California
$14.9M 144,591 +1,169 +0.8%
Goldman Sachs
38
Goldman Sachs
New York
$14.8M 144,181 +144,181 New
RIA
39
Regal Investment Advisors
Michigan
$14.3M 139,284 +7,301 +6%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$14M 135,927 -11,472 -8%
TW
41
TrinityPoint Wealth
Connecticut
$13.6M 132,474 +10,325 +8%
SMM
42
Stadion Money Management
Georgia
$13.6M 131,958 +131,958 New
Truist Financial
43
Truist Financial
North Carolina
$13.1M 127,846 -65,962 -34%
IPA
44
Investment Planning Advisors
Georgia
$12.7M 123,079 +123,079 New
WMR
45
Wealth Management Resources
Rhode Island
$12.6M 122,737 -76 -0.1%
WMG
46
WESCAP Management Group
California
$12.2M 118,552 +1,481 +1%
SA
47
Sanctuary Advisors
Indiana
$12.1M 118,414 +118,414 New
PAS
48
Park Avenue Securities
New York
$11.8M 114,610 +5,542 +5%
PAG
49
Private Advisor Group
New Jersey
$11.2M 109,144 -1,249 -1%
PWP
50
Principle Wealth Partners
Connecticut
$11M 107,426 +13,571 +14%
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