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Invesco S&P 500 GARP ETF
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Overview Fund Activity

98 hedge funds and large institutions have $463M invested in Invesco S&P 500 GARP ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
18
Increased
39
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.9M
2
AC
2
Avestar Capital
New York
$10M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.67M
5
Bank of America
5
Bank of America
North Carolina
$23.1M

Top Sellers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$0
2
WA
2
Win Advisors
Florida
$4.71M
3
SCA
3
Stuart Chaussee & Associates
California
$0
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$0
5
GM
5
GeoWealth Management
Illinois
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Grimes & Company
Massachusetts
$641K -$35.4K -388 -5%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$636K +$406K +4,444 +176%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$624K -$396K -4,340 -39%
SCA
54
Snowden Capital Advisors
New York
$621K +$193K +2,115 +45%
IAN
55
Integrated Advisors Network
Texas
$613K -$91.6K -1,004 -13%
AWM
56
AE Wealth Management
Kansas
$612K +$182K +1,992 +42%
HA
57
Herold Advisors
New York
$601K +$108K +1,180 +22%
SPWM
58
Schrum Private Wealth Management
Florida
$540K – – –
GWM
59
Geneos Wealth Management
Colorado
$525K +$377K +4,135 +254%
WIA
60
World Investment Advisors
California
$516K +$516K +5,650 New
Citadel Advisors
61
Citadel Advisors
Florida
$488K +$488K +5,345 New
FCA
62
FinTrust Capital Advisors
South Carolina
$465K +$465K +5,100 New
OIA
63
OneDigital Investment Advisors
Kansas
$383K -$311K -3,413 -45%
PM
64
Phraction Management
Connecticut
$374K +$374K +4,100 New
PAG
65
Private Advisor Group
New Jersey
$354K -$201K -2,207 -36%
HighTower Advisors
66
HighTower Advisors
Illinois
$341K -$15.4K -169 -4%
APS
67
American Planning Services
Florida
$330K +$330K +3,616 New
FHC
68
First Heartland Consultants
Missouri
$329K -$51.6K -567 -14%
WBG
69
Wharton Business Group
Pennsylvania
$321K +$119K +1,300 +59%
ASN
70
Advisory Services Network
Georgia
$316K -$192K -2,110 -38%
CCA
71
Clearwater Capital Advisors
Illinois
$293K -$729 -8 -0.2%
IRC
72
Investors Research Corp
Georgia
$282K +$79.3K +869 +39%
WBC
73
West Branch Capital
Massachusetts
$277K -$16.3K -179 -6%
LFAS
74
Level Four Advisory Services
Texas
$274K +$274K +3,000 New
CAG
75
Csenge Advisory Group
Florida
$266K -$164K -1,790 -38%
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