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Invesco S&P 500 GARP ETF
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Overview Fund Activity

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
GI
2
Gradient Investments
Minnesota
$49M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
FFM
4
Fullerton Fund Management
Singapore
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$38.2M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$2.12M
3
SVCP
3
Silicon Valley Capital Partners
California
$74.1M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$203K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
CSM Advisors
Pennsylvania
$644K 8,600 +8,600 New
Creative Planning
77
Creative Planning
Kansas
$583K 7,791 +7,791 New
Citadel Advisors
78
Citadel Advisors
Florida
$567K 7,575 +7,575 New
HNW
79
High Note Wealth
Minnesota
$556K 6,905 -579 -8%
WI
80
WBI Investments
New Jersey
$530K 7,409 -249 -3%
GC
81
Grimes & Company
Massachusetts
$526K 7,026 – –
AWM
82
AE Wealth Management
Kansas
$520K 6,952 -372 -5%
HA
83
Herold Advisors
New York
$498K 6,665 +80 +1%
PM
84
Phraction Management
Connecticut
$494K 6,600 – –
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$476K 6,364 -778 -11%
SPWM
86
Schrum Private Wealth Management
Florida
$467K 6,241 – –
WIA
87
World Investment Advisors
California
$423K 5,650 – –
Brown Advisory
88
Brown Advisory
Maryland
$420K 5,618 +690 +14%
ES
89
Eagle Strategies
New York
$395K 5,281 +5,281 New
LIM
90
Leavell Investment Management
Alabama
$389K 5,200 +460 +10%
BW
91
Bison Wealth
Georgia
$385K 5,157 +5,157 New
APW
92
Austin Private Wealth
Texas
$384K 5,136 – –
Stifel Financial
93
Stifel Financial
Missouri
$377K 5,033 +5,033 New
IRC
94
Investors Research Corp
Georgia
$371K 4,957 +902 +22%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$345K 4,616 +4,616 New
MML Investors Services
96
MML Investors Services
Massachusetts
$336K 4,495 +98 +2%
HighTower Advisors
97
HighTower Advisors
Illinois
$326K 4,340 +127 +3%
Truist Financial
98
Truist Financial
North Carolina
$319K 3,781 +3,781 New
Renaissance Technologies
99
Renaissance Technologies
New York
$307K 4,100 +4,100 New
BWM
100
Birchcreek Wealth Management
Ohio
$279K 3,727 +3,727 New
2 3
4
5 6