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Invesco S&P 500 GARP ETF

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

240% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

43% more capital invested

Capital invested by funds: $523M → $750M (+$226M)

23% more funds holding

Funds holding: 115141 (+26)

4.62% more ownership

Funds ownership: 59.12%63.74% (+4.6%)

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Howard Financial Services
Texas
$1.99M +$2.2M +26,525 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.97M +$62.3K +750 +3%
MIAN
53
Mariner Independent Advisor Network
Kansas
$1.97M +$1.34M +16,079 +157%
JWWM
54
Johnson & White Wealth Management
Pennsylvania
$1.93M +$2.14M +25,743 New
FCA
55
FinTrust Capital Advisors
South Carolina
$1.91M +$789K +9,497 +64%
AWS
56
Atria Wealth Solutions
New York
$1.9M +$1.29M +15,475 +155%
CAG
57
Csenge Advisory Group
Florida
$1.86M +$45.2K +544 +2%
Mariner
58
Mariner
Kansas
$1.65M +$152K +1,824 +9%
SWAG
59
Spectrum Wealth Advisory Group
California
$1.5M +$3.08K +37 +0.2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.49M -$37.4K -450 -2%
CAM
61
Cozad Asset Management
Illinois
$1.39M +$342K +4,120 +29%
DADC
62
D.A. Davidson & Co
Montana
$1.29M +$184K +2,215 +15%
US Bancorp
63
US Bancorp
Minnesota
$1.28M +$1.42M +17,108 New
Vontobel Holding
64
Vontobel Holding
Switzerland
$1.19M +$160K +1,923 +14%
IAN
65
Integrated Advisors Network
Texas
$1.06M +$74.8K +900 +7%
AAS
66
Avantax Advisory Services
Texas
$1.01M +$878K +10,568 +357%
5L
67
55I LLC
Massachusetts
$985K +$1.09M +13,157 New
IA
68
IFP Advisors
Florida
$969K +$119K +1,436 +8%
CAN
69
Cetera Advisor Networks
California
$801K +$240K +2,884 +37%
DAS
70
Dynamic Advisor Solutions
Arizona
$767K +$15.5K +187 +2%
SA
71
SFI Advisors
New Jersey
$722K +$15.4K +185 +2%
SWM
72
Spire Wealth Management
Virginia
$710K +$914 +11 +0.1%
TFS
73
Thoroughbred Financial Services
Tennessee
$681K +$387K +4,650 +104%
SCA
74
Snowden Capital Advisors
New York
$651K +$52.5K +632 +8%
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$651K +$657K +7,903 +994%