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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
2
Morgan Stanley
New York
$307M
3
LPL Financial
3
LPL Financial
California
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
PAG
3
Private Advisor Group
New Jersey
$12.4M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
PTC
5
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$4.61M +$4.61M +54,070 New
MA
52
Mutual Advisors
Nebraska
$4.54M +$413K +4,847 +10%
SPI
53
Santori & Peters Inc
Pennsylvania
$4.39M +$4.39M +51,493 New
AWM
54
Avaii Wealth Management
Wisconsin
$4.38M +$1.7M +19,944 +63%
CAM
55
Cozad Asset Management
Illinois
$4.21M +$173K +2,027 +4%
BW
56
Bison Wealth
Georgia
$4.15M +$1.52M +18,055 +58%
WEPOG
57
Wealth Enhancement & Preservation of GA
Georgia
$3.99M +$437K +5,128 +12%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$3.97M +$3.97M +46,528 New
ECA
59
Elevated Capital Advisors
Utah
$3.97M -$108K -1,267 -3%
US Bancorp
60
US Bancorp
Minnesota
$3.85M +$1.72M +20,192 +81%
Mariner
61
Mariner
Kansas
$3.8M -$877K -10,277 -19%
LFAS
62
Level Four Advisory Services
Texas
$3.75M +$3.75M +43,974 New
TFS
63
Thoroughbred Financial Services
Tennessee
$3.64M +$832K +9,760 +30%
MIA
64
Milestone Investment Advisors
Wisconsin
$3.49M +$297K +3,478 +9%
SIA
65
SkyView Investment Advisors
New Jersey
$3.49M -$102K -1,192 -3%
FCAG
66
First Capital Advisors Group
New Jersey
$3.48M -$102K -1,192 -3%
PWP
67
Principle Wealth Partners
Connecticut
$3.32M +$3.32M +38,931 New
WA
68
WBH Advisory
Maryland
$3.25M +$3.25M +38,073 New
PAS
69
Park Avenue Securities
New York
$3.24M +$3.24M +38,017 New
LB
70
Leo Brokerage
Texas
$3.21M +$3.21M +37,666 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$3.2M +$2.16M +25,338 +209%
SWA
72
Stratos Wealth Advisors
Ohio
$3.17M +$3.17M +37,163 New
KTC
73
Kistler-Tiffany Companies
Pennsylvania
$3.16M +$1.05M +12,349 +50%
CWM
74
Cedar Wealth Management
California
$3.04M +$41.9K +491 +1%
AWS
75
Atria Wealth Solutions
New York
$3.04M +$596K +6,984 +24%
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