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Invesco S&P 500 GARP ETF
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Overview Fund Activity

159 hedge funds and large institutions have $1.29B invested in Invesco S&P 500 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
2.57%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
36
Increased
79
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$88.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$89.1M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$58.6M
5
LPL Financial
5
LPL Financial
California
$90.9M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FFM
2
Fullerton Fund Management
Singapore
$0
3
PG
3
Prostatis Group
Maryland
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
SIM
5
Seaview Investment Managers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cedar Wealth Management
California
$2.91M 35,192 -689 -2%
VWA
52
V Wealth Advisors
Kansas
$2.78M 33,704 +33,704 New
BW
53
Bison Wealth
Georgia
$2.76M 31,295 +26,138 +507%
TFS
54
Thoroughbred Financial Services
Tennessee
$2.71M 32,864 +23,762 +261%
PTC
55
Private Trust Company
Ohio
$2.69M 32,605 +31,405 +2,617%
IWC
56
Integrated Wealth Concepts
Massachusetts
$2.6M 31,514 +1,091 +4%
AWM
57
Avaii Wealth Management
Wisconsin
$2.6M 31,456 +31,456 New
CAG
58
Csenge Advisory Group
Florida
$2.52M 30,453 +5,566 +22%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$2.45M 29,619 +2,239 +8%
MSA
60
McAlister Sweet & Associates
Texas
$2.43M 29,388 +211 +0.7%
AWS
61
Atria Wealth Solutions
New York
$2.37M 28,670 +3,231 +13%
GM
62
GeoWealth Management
Illinois
$2.35M 28,481 +26,725 +1,522%
LOIM
63
Liberty One Investment Management
Illinois
$2.33M 28,217 +71 +0.3%
FCA
64
FinTrust Capital Advisors
South Carolina
$2.21M 26,765 +2,354 +10%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.15M 26,087 +26,087 New
US Bancorp
66
US Bancorp
Minnesota
$2.06M 24,963 +7,855 +46%
MGWM
67
Marks Group Wealth Management
Minnesota
$2.05M 24,810 +24,810 New
KTC
68
Kistler-Tiffany Companies
Pennsylvania
$2.04M 24,645 +15,947 +183%
TC
69
Trilogy Capital
California
$1.67M 20,268 +17,591 +657%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.63M 19,765 -200 -1%
DADC
71
D.A. Davidson & Co
Montana
$1.63M 19,743 +2,541 +15%
SWAG
72
Spectrum Wealth Advisory Group
California
$1.59M 19,231 -862 -4%
NA
73
NewEdge Advisors
Louisiana
$1.53M 46,203 +5,345 +13%
JWM
74
Jackson Wealth Management
Florida
$1.45M 17,584 -10,490 -37%
Stifel Financial
75
Stifel Financial
Missouri
$1.38M 16,678 +11,645 +231%
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