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Invesco S&P 500 GARP ETF

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.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

240% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

43% more capital invested

Capital invested by funds: $523M → $750M (+$226M)

23% more funds holding

Funds holding: 115141 (+26)

4.62% more ownership

Funds ownership: 59.12%63.74% (+4.6%)

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CSM Advisors
Pennsylvania
$644K +$715K +8,600 New
Creative Planning
77
Creative Planning
Kansas
$583K +$648K +7,791 New
Citadel Advisors
78
Citadel Advisors
Florida
$567K +$630K +7,575 New
HNW
79
High Note Wealth
Minnesota
$556K -$48.1K -579 -8%
WI
80
WBI Investments
New Jersey
$530K -$20.7K -249 -3%
GC
81
Grimes & Company
Massachusetts
$526K
AWM
82
AE Wealth Management
Kansas
$520K -$30.9K -372 -5%
HA
83
Herold Advisors
New York
$498K +$6.65K +80 +1%
PM
84
Phraction Management
Connecticut
$494K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$476K -$64.7K -778 -11%
SPWM
86
Schrum Private Wealth Management
Florida
$467K
WIA
87
World Investment Advisors
California
$423K
Brown Advisory
88
Brown Advisory
Maryland
$420K +$57.4K +690 +14%
ES
89
Eagle Strategies
New York
$395K +$439K +5,281 New
LIM
90
Leavell Investment Management
Alabama
$389K +$38.2K +460 +10%
BW
91
Bison Wealth
Georgia
$385K +$429K +5,157 New
APW
92
Austin Private Wealth
Texas
$384K
Stifel Financial
93
Stifel Financial
Missouri
$377K +$418K +5,033 New
IRC
94
Investors Research Corp
Georgia
$371K +$75K +902 +22%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$345K +$384K +4,616 New
MML Investors Services
96
MML Investors Services
Massachusetts
$336K +$8.15K +98 +2%
HighTower Advisors
97
HighTower Advisors
Illinois
$326K +$10.6K +127 +3%
Truist Financial
98
Truist Financial
North Carolina
$319K +$314K +3,781 New
Renaissance Technologies
99
Renaissance Technologies
New York
$307K +$341K +4,100 New
BWM
100
Birchcreek Wealth Management
Ohio
$279K +$310K +3,727 New