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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
2
Morgan Stanley
New York
$307M
3
LPL Financial
3
LPL Financial
California
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
PAG
3
Private Advisor Group
New Jersey
$12.4M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
PTC
5
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$2.8M +$110K +1,285 +4%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$2.79M +$563K +6,598 +25%
CAG
78
Csenge Advisory Group
Florida
$2.71M +$111K +1,296 +4%
CAN
79
Cetera Advisor Networks
California
$2.46M -$2.11M -24,787 -46%
LOIM
80
Liberty One Investment Management
Illinois
$2.39M -$16.3K -191 -0.7%
EFL
81
ERn Financial LLC
Wisconsin
$2.37M +$2.37M +27,747 New
FAM
82
Family Asset Management
South Carolina
$2.32M +$2.32M +27,231 New
JWWM
83
Johnson & White Wealth Management
Pennsylvania
$2.23M +$2.23M +26,182 New
CFGS
84
Concourse Financial Group Securities
Alabama
$2.22M +$2.17M +25,432 +4,632%
FCA
85
FinTrust Capital Advisors
South Carolina
$2.21M – – –
DADC
86
D.A. Davidson & Co
Montana
$2.2M +$519K +6,087 +31%
FHC
87
First Heartland Consultants
Missouri
$2.19M +$1.86M +21,856 +579%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.18M -$351K -4,119 -14%
MGWM
89
Marks Group Wealth Management
Minnesota
$2.12M +$6.57K +77 +0.3%
Truist Financial
90
Truist Financial
North Carolina
$1.96M +$650K +7,626 +50%
JWM
91
Jackson Wealth Management
Florida
$1.82M +$323K +3,792 +22%
TC
92
Trilogy Capital
California
$1.77M +$37.3K +437 +2%
OPS
93
Orion Portfolio Solutions
Nebraska
$1.76M +$1.76M +20,621 New
BCI
94
Brinker Capital Investments
Pennsylvania
$1.76M +$1.76M +20,621 New
BFA
95
BMS Financial Advisors
South Dakota
$1.67M +$1.67M +19,632 New
SWAG
96
Spectrum Wealth Advisory Group
California
$1.64M +$2.13K +25 +0.1%
TW
97
TrinityPoint Wealth
Connecticut
$1.62M +$1.62M +19,022 New
LC
98
Legacy CG
Texas
$1.53M +$1.53M +17,928 New
Goldman Sachs
99
Goldman Sachs
New York
$1.44M +$1.44M +16,924 New
BCG
100
Breakwater Capital Group
New Jersey
$1.44M +$742K +8,698 +106%
2 3
4
5 6