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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$9.53M
3
GS
3
GTS Securities
New York
$7.74M
4
AWM
4
AE Wealth Management
Kansas
$5.66M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$21.4M 204,685 +3,208 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$18.2M 173,931 +1,910 +1%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$17.1M 163,822 -322,786 -66%
TW
29
TrinityPoint Wealth
Connecticut
$16.8M 160,391 +27,917 +21%
Goldman Sachs
30
Goldman Sachs
New York
$16.7M 159,086 +14,905 +10%
SMM
31
Stadion Money Management
Georgia
$15.6M 149,460 +17,502 +13%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$15.3M 146,476 -1,754 -1%
CWM
33
Cedar Wealth Management
California
$15.2M 144,766 +175 +0.1%
KAS
34
Kestra Advisory Services
Texas
$14.8M 141,110 -128,926 -48%
AWS
35
Atria Wealth Solutions
New York
$13.7M 130,726 -23,833 -15%
IPA
36
Investment Planning Advisors
Georgia
$12.7M 123,079 – –
MML Investors Services
37
MML Investors Services
Massachusetts
$12.5M 119,802 -428,400 -78%
WMG
38
WESCAP Management Group
California
$12.4M 118,331 -221 -0.2%
WMR
39
Wealth Management Resources
Rhode Island
$12.3M 117,512 -5,225 -4%
Truist Financial
40
Truist Financial
North Carolina
$12.1M 115,741 -12,105 -9%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$12M 114,549 -21,378 -16%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$11.5M 109,944 -63,687 -37%
PWP
43
Principle Wealth Partners
Connecticut
$11.5M 109,820 +2,394 +2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$11.3M 107,823 -250,694 -70%
PS
45
Planned Solutions
California
$10.9M 103,766 +2,135 +2%
LFA
46
Longview Financial Advisors
Alabama
$10.7M 102,401 +912 +0.9%
GM
47
GeoWealth Management
Illinois
$10.6M 101,264 +94,862 +1,482%
PHWM
48
Pine Harbor Wealth Management
Maryland
$10.5M 100,414 +33,306 +50%
DC
49
Darrow Company
Massachusetts
$10.2M 97,824 +5,517 +6%
Creative Planning
50
Creative Planning
Kansas
$9.54M 91,157 -5,872 -6%
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