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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$7.73M +$38.7K +424 +0.5%
NA
52
NewEdge Advisors
Louisiana
$7.6M +$2.15M +23,603 +40%
LAM
53
Lifestyle Asset Management
Texas
$7.44M -$47.2K -517 -0.6%
CWM
54
Cedar Wealth Management
California
$7.32M +$1.95M +21,352 +36%
LOIM
55
Liberty One Investment Management
Illinois
$7.3M +$4.76M +52,176 +187%
FAIM
56
Financial Advocates Investment Management
Washington
$7.26M +$7.26M +79,552 New
Creative Planning
57
Creative Planning
Kansas
$7.03M +$6.3M +69,093 +866%
1WM
58
1900 Wealth Management
Texas
$6.85M -$130K -1,428 -2%
WMR
59
Wealth Management Resources
Rhode Island
$6.68M +$6.68M +73,213 New
PAS
60
Park Avenue Securities
New York
$6.58M +$2.06M +22,558 +46%
AI
61
Atria Investments
North Carolina
$6.5M +$6.5M +71,213 New
TFS
62
Thoroughbred Financial Services
Tennessee
$6.29M +$1.03M +11,335 +20%
OFS
63
OneAscent Financial Services
Alabama
$6.28M +$6.28M +68,854 New
TW
64
TrinityPoint Wealth
Connecticut
$6.28M +$3.39M +37,113 +117%
IA
65
Inspire Advisors
Idaho
$5.97M +$864K +9,474 +17%
PWP
66
Principle Wealth Partners
Connecticut
$5.72M +$1.25M +13,743 +28%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$5.66M +$766K +8,400 +16%
FTS
68
Fifth Third Securities
Ohio
$5.65M -$89.7K -983 -2%
WA
69
WBH Advisory
Maryland
$5.52M +$1.3M +14,259 +31%
LFAS
70
Level Four Advisory Services
Texas
$5.37M +$57.1K +626 +1%
CAM
71
Cozad Asset Management
Illinois
$5.35M +$502K +5,504 +10%
AWM
72
Avaii Wealth Management
Wisconsin
$5.31M +$368K +4,028 +7%
Mariner
73
Mariner
Kansas
$5.19M +$640K +7,014 +14%
SPI
74
Santori & Peters Inc
Pennsylvania
$4.8M +$69.7K +764 +1%
ST
75
Spinnaker Trust
Maine
$4.76M +$396K +4,340 +9%
1 2
3
4 5