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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Bank of America
2
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
2
Money Concepts Capital
Florida
$1.59M
3
SL
3
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
5
Fullerton Fund Management
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$5.3M +$5.3M +58,369 New
LFAS
52
Level Four Advisory Services
Texas
$5.29M +$1.3M +14,309 +33%
TFS
53
Thoroughbred Financial Services
Tennessee
$5.23M +$1.36M +14,991 +35%
IA
54
Inspire Advisors
Idaho
$5.08M +$5.08M +55,949 New
AWM
55
Avaii Wealth Management
Wisconsin
$4.92M +$252K +2,776 +5%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$4.87M -$2.25M -24,786 -32%
WEPOG
57
Wealth Enhancement & Preservation of GA
Georgia
$4.84M +$594K +6,545 +14%
CAM
58
Cozad Asset Management
Illinois
$4.83M +$350K +3,856 +8%
BW
59
Bison Wealth
Georgia
$4.82M +$337K +3,712 +8%
ECA
60
Elevated Capital Advisors
Utah
$4.71M +$486K +5,349 +11%
SPI
61
Santori & Peters Inc
Pennsylvania
$4.7M +$29.5K +325 +0.6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$4.69M +$1.28M +14,135 +38%
Mariner
63
Mariner
Kansas
$4.53M +$488K +5,381 +12%
PAS
64
Park Avenue Securities
New York
$4.49M +$1.04M +11,490 +30%
PWP
65
Principle Wealth Partners
Connecticut
$4.44M +$908K +10,005 +26%
ST
66
Spinnaker Trust
Maine
$4.35M +$4.35M +47,878 New
WA
67
WBH Advisory
Maryland
$4.2M +$746K +8,220 +22%
FCAG
68
First Capital Advisors Group
New Jersey
$3.85M +$144K +1,581 +4%
SIA
69
SkyView Investment Advisors
New Jersey
$3.85M +$144K +1,581 +4%
DADC
70
D.A. Davidson & Co
Montana
$3.54M +$1.2M +13,215 +51%
MA
71
Mutual Advisors
Nebraska
$3.53M -$1.31M -14,385 -27%
LB
72
Leo Brokerage
Texas
$3.42M -$3.99K -44 -0.1%
FHC
73
First Heartland Consultants
Missouri
$3.41M +$1.09M +11,980 +47%
DOA
74
D'Orazio & Associates
Virginia
$3.41M +$3.41M +37,576 New
FAM
75
Family Asset Management
South Carolina
$3.38M +$909K +10,016 +37%
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3
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