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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
51
Longview Financial Advisors
Alabama
$10.8M +$50.5K +474 +0.5%
PS
52
Planned Solutions
California
$10.8M +$131K +1,233 +1%
Creative Planning
53
Creative Planning
Kansas
$10.3M +$499K +4,687 +5%
PWP
54
Principle Wealth Partners
Connecticut
$9.99M +$1.01M +9,440 +11%
EH
55
Equitable Holdings
New York
$9.87M -$1.29M -12,107 -12%
DC
56
Darrow Company
Massachusetts
$9.78M +$1.8M +16,912 +23%
FAIM
57
Financial Advocates Investment Management
Washington
$9.03M +$411K +3,862 +5%
FHA
58
Flagship Harbor Advisors
Massachusetts
$8.94M +$2.67M +25,084 +43%
SPIA
59
Steward Partners Investment Advisory
New York
$8.66M -$3.13M -29,429 -27%
NA
60
NewEdge Advisors
Louisiana
$8.61M -$369K -3,466 -4%
MCC
61
Money Concepts Capital
Florida
$8.58M -$1.55M -14,601 -15%
ST
62
Spinnaker Trust
Maine
$8.24M +$1.69M +15,907 +26%
Mariner
63
Mariner
Kansas
$8.09M +$864K +8,116 +12%
TFS
64
Thoroughbred Financial Services
Tennessee
$8.05M -$334K -3,136 -4%
1WM
65
1900 Wealth Management
Texas
$8.03M -$308K -2,896 -4%
LOIM
66
Liberty One Investment Management
Illinois
$8.03M -$319K -2,995 -4%
SA
67
Scarborough Advisors
Maryland
$7.89M +$586K +5,505 +8%
AWM
68
Avaii Wealth Management
Wisconsin
$7.23M +$177K +1,658 +3%
SW
69
SteelPeak Wealth
California
$7.15M +$2.54M +23,820 +55%
PHWM
70
Pine Harbor Wealth Management
Maryland
$7.08M +$852K +8,005 +14%
CAM
71
Cozad Asset Management
Illinois
$7.02M -$229K -2,152 -3%
FD
72
Financial Designs
California
$6.67M +$6.67M +62,670 New
CAN
73
Cetera Advisor Networks
California
$6.4M +$690K +6,475 +12%
WA
74
WBH Advisory
Maryland
$6.38M -$368K -3,452 -5%
CFGS
75
Concourse Financial Group Securities
Alabama
$6.25M +$886K +8,322 +17%
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3
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