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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
LPL Financial
2
LPL Financial
California
$326M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
4
Wells Fargo
California
$51.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$48.6M
2
LC
2
Legacy CG
Texas
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
B
4
Barings
North Carolina
$0
5
OFS
5
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$9.66M +$920K +9,388 +11%
AWM
52
AE Wealth Management
Kansas
$9.57M +$9.2M +95,271 +2,478%
MCC
53
Money Concepts Capital
Florida
$9.33M -$663K -6,764 -7%
Creative Planning
54
Creative Planning
Kansas
$8.99M +$1.43M +14,599 +19%
PAS
55
Park Avenue Securities
New York
$8.52M +$1.46M +14,842 +21%
PWP
56
Principle Wealth Partners
Connecticut
$8.28M +$2.13M +21,736 +35%
NA
57
NewEdge Advisors
Louisiana
$8.22M +$104K +1,063 +1%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$8.04M +$3.77M +38,419 +88%
FAIM
59
Financial Advocates Investment Management
Washington
$7.94M +$138K +1,405 +2%
Prudential Financial
60
Prudential Financial
New Jersey
$7.91M +$4.36M +44,509 +123%
TFS
61
Thoroughbred Financial Services
Tennessee
$7.72M +$955K +9,743 +14%
LOIM
62
Liberty One Investment Management
Illinois
$7.68M -$163K -1,666 -2%
1WM
63
1900 Wealth Management
Texas
$7.68M +$318K +3,241 +4%
AC
64
ASB Consultores
Florida
$7.43M -$2.38M -24,276 -24%
DC
65
Darrow Company
Massachusetts
$7.34M +$7.34M +74,912 New
TFM
66
Trademark Financial Management
Minnesota
$7.26M +$7.26M +74,037 New
SA
67
Scarborough Advisors
Maryland
$6.73M +$6.73M +68,625 New
CAM
68
Cozad Asset Management
Illinois
$6.68M +$925K +9,431 +16%
Mariner
69
Mariner
Kansas
$6.65M +$1.08M +10,989 +19%
AWM
70
Avaii Wealth Management
Wisconsin
$6.49M +$786K +8,013 +14%
WA
71
WBH Advisory
Maryland
$6.21M +$271K +2,767 +5%
ST
72
Spinnaker Trust
Maine
$6.03M +$906K +9,243 +18%
FHA
73
Flagship Harbor Advisors
Massachusetts
$5.77M +$3.39M +34,599 +142%
PHWM
74
Pine Harbor Wealth Management
Maryland
$5.73M +$5.73M +58,466 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$5.63M -$2.67M -27,262 -32%
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