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Invesco S&P 500 GARP ETF
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Overview Fund Activity

82 hedge funds and large institutions have $345M invested in Invesco S&P 500 GARP ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
21
Increased
27
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
LPL Financial
2
LPL Financial
California
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$7.08M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.11M
5
WWM
5
WJ Wealth Management
Arizona
$3.58M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$29.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$2.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.49M
4
1WM
4
1900 Wealth Management
Texas
$12.7M
5
NFG
5
Next Financial Group
Texas
$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$383K +$383K +4,400 New
FHC
52
First Heartland Consultants
Missouri
$364K -$2.26K -26 -0.6%
CIAS
53
Capital Investment Advisory Services
North Carolina
$357K +$357K +4,099 New
AWM
54
AE Wealth Management
Kansas
$352K -$383K -4,397 -52%
HighTower Advisors
55
HighTower Advisors
Illinois
$340K +$6.6K +76 +2%
CAG
56
Csenge Advisory Group
Florida
$325K -$86.1K -984 -21%
DWM
57
Darwin Wealth Management
Florida
$306K +$306K +3,519 New
CCA
58
Clearwater Capital Advisors
Illinois
$302K -$205K -2,352 -40%
WBC
59
West Branch Capital
Massachusetts
$280K – – –
AIP
60
Ahrens Investment Partners
Louisiana
$228K +$228K +2,625 New
ASN
61
Advisory Services Network
Georgia
$208K – – –
IWS
62
Insight Wealth Strategies
California
$208K +$262 +3 +0.1%
Stifel Financial
63
Stifel Financial
Missouri
$206K +$206K +2,373 New
IRC
64
Investors Research Corp
Georgia
$144K +$38.4K +442 +36%
GWM
65
Geneos Wealth Management
Colorado
$142K +$24.2K +278 +21%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$105K +$105K +1,202 New
SSB
67
Sandy Spring Bank
Maryland
$70K – – –
CFA
68
Cahill Financial Advisors
Minnesota
$61K +$61K +705 New
GM
69
GeoWealth Management
Illinois
$49K +$49K +551 New
WLPWM
70
Walled Lake Planning & Wealth Management
Illinois
$32K +$32K +363 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$28K – – –
CAL
72
Capital Analysts LLC
Pennsylvania
$26K – – –
LAS
73
Lloyd Advisory Services
Georgia
$26K +$88 +1 +0.3%
FA
74
Faithward Advisors
Pennsylvania
$16K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$15K – – –
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3
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