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Invesco S&P 500 GARP ETF
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Overview Fund Activity

115 hedge funds and large institutions have $523M invested in Invesco S&P 500 GARP ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
32
Increased
46
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.6M
2
LPL Financial
2
LPL Financial
California
$37.6M
3
SL
3
Systelligence LLC
Minnesota
$18.4M
4
Ameriprise
4
Ameriprise
Minnesota
$14.8M
5
Bank of America
5
Bank of America
North Carolina
$30M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$125K
2
WA
2
Win Advisors
Florida
$4K
3
RJA
3
Raymond James & Associates
Florida
$4.97M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.34M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$569K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$898K 17,780 – –
MIAN
52
Mariner Independent Advisor Network
Kansas
$843K 10,274 +10,274 New
JWM
53
Jackson Wealth Management
Florida
$811K 10,189 +10,189 New
DAS
54
Dynamic Advisor Solutions
Arizona
$801K 10,062 +1,541 +18%
AWS
55
Atria Wealth Solutions
New York
$793K 9,964 +1,783 +22%
TCWM
56
Total Clarity Wealth Management
Illinois
$759K 9,531 +9,531 New
SWM
57
Spire Wealth Management
Virginia
$754K 9,474 +494 +6%
SA
58
SFI Advisors
New Jersey
$753K 9,469 -122 -1%
SCA
59
Snowden Capital Advisors
New York
$642K 8,075 +1,260 +18%
CAN
60
Cetera Advisor Networks
California
$623K 7,825 +7,825 New
HNW
61
High Note Wealth
Minnesota
$596K 7,484 – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K 7,459 +7,459 New
WI
63
WBI Investments
New Jersey
$587K 7,658 +7,658 New
AWM
64
AE Wealth Management
Kansas
$583K 7,324 +621 +9%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$569K 7,142 -26,460 -79%
GC
66
Grimes & Company
Massachusetts
$559K 7,026 – –
IA
67
IAM Advisory
Pennsylvania
$535K 6,719 +6,719 New
PM
68
Phraction Management
Connecticut
$525K 6,600 +2,500 +61%
HA
69
Herold Advisors
New York
$524K 6,585 – –
SPWM
70
Schrum Private Wealth Management
Florida
$497K 6,241 – –
WIA
71
World Investment Advisors
California
$483K 5,650 – –
APW
72
Austin Private Wealth
Texas
$409K 5,136 +5,136 New
Brown Advisory
73
Brown Advisory
Maryland
$392K 4,928 +4,928 New
LIM
74
Leavell Investment Management
Alabama
$377K 4,740 +4,740 New
CIBC World Market
75
CIBC World Market
Ontario, Canada
$358K 4,502 -2,336 -34%
1 2
3
4 5