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Invesco S&P 500 GARP ETF
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Overview Fund Activity

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.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.44%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
GI
2
Gradient Investments
Minnesota
$49M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
FFM
4
Fullerton Fund Management
Singapore
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$38.2M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$2.12M
3
SVCP
3
Silicon Valley Capital Partners
California
$74.1M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$203K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
51
Howard Financial Services
Texas
$1.99M 26,525 +26,525 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.97M 26,380 +750 +3%
MIAN
53
Mariner Independent Advisor Network
Kansas
$1.97M 26,353 +16,079 +157%
JWWM
54
Johnson & White Wealth Management
Pennsylvania
$1.93M 25,743 +25,743 New
FCA
55
FinTrust Capital Advisors
South Carolina
$1.91M 24,411 +9,497 +64%
AWS
56
Atria Wealth Solutions
New York
$1.9M 25,439 +15,475 +155%
CAG
57
Csenge Advisory Group
Florida
$1.86M 24,887 +544 +2%
Mariner
58
Mariner
Kansas
$1.65M 22,079 +1,824 +9%
SWAG
59
Spectrum Wealth Advisory Group
California
$1.5M 20,093 +37 +0.2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.49M 19,965 -450 -2%
CAM
61
Cozad Asset Management
Illinois
$1.39M 18,561 +4,120 +29%
DADC
62
D.A. Davidson & Co
Montana
$1.29M 17,202 +2,215 +15%
US Bancorp
63
US Bancorp
Minnesota
$1.28M 17,108 +17,108 New
Vontobel Holding
64
Vontobel Holding
Switzerland
$1.19M 15,923 +1,923 +14%
IAN
65
Integrated Advisors Network
Texas
$1.06M 14,109 +900 +7%
AAS
66
Avantax Advisory Services
Texas
$1.01M 13,525 +10,568 +357%
5L
67
55I LLC
Massachusetts
$985K 13,157 +13,157 New
IA
68
IFP Advisors
Florida
$969K 19,216 +1,436 +8%
CAN
69
Cetera Advisor Networks
California
$801K 10,709 +2,884 +37%
DAS
70
Dynamic Advisor Solutions
Arizona
$767K 10,249 +187 +2%
SA
71
SFI Advisors
New Jersey
$722K 9,654 +185 +2%
SWM
72
Spire Wealth Management
Virginia
$710K 9,485 +11 +0.1%
TFS
73
Thoroughbred Financial Services
Tennessee
$681K 9,102 +4,650 +104%
SCA
74
Snowden Capital Advisors
New York
$651K 8,707 +632 +8%
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$651K 8,698 +7,903 +994%
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