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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Bank of America
2
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
5
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
2
Money Concepts Capital
Florida
$1.59M
3
SL
3
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
5
Fullerton Fund Management
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$3.38M +$4.18K +46 +0.1%
LWM
77
Lionsbridge Wealth Management
Florida
$3.35M +$2.52M +27,757 +304%
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$3.34M -$14.7K -162 -0.4%
FHA
79
Flagship Harbor Advisors
Massachusetts
$3.15M -$2.81M -30,994 -47%
CAN
80
Cetera Advisor Networks
California
$3.12M +$507K +5,581 +19%
CAG
81
Csenge Advisory Group
Florida
$3.03M +$146K +1,609 +5%
MIA
82
Milestone Investment Advisors
Wisconsin
$3.03M -$685K -7,546 -18%
EFL
83
ERn Financial LLC
Wisconsin
$2.96M +$442K +4,868 +18%
TW
84
TrinityPoint Wealth
Connecticut
$2.88M +$1.15M +12,666 +67%
IWC
85
Integrated Wealth Concepts
Massachusetts
$2.71M -$268K -2,954 -9%
SW
86
SteelPeak Wealth
California
$2.55M +$2.55M +28,139 New
LOIM
87
Liberty One Investment Management
Illinois
$2.53M -$16.2K -178 -0.6%
SWP
88
Stratos Wealth Partners
Ohio
$2.5M +$1.95M +21,505 +357%
JWWM
89
Johnson & White Wealth Management
Pennsylvania
$2.47M +$88K +969 +4%
CFGS
90
Concourse Financial Group Securities
Alabama
$2.4M +$45.6K +502 +2%
Wells Fargo
91
Wells Fargo
California
$2.27M +$1.83M +20,144 +411%
MGWM
92
Marks Group Wealth Management
Minnesota
$2.26M +$5.63K +62 +0.2%
APA
93
Astoria Portfolio Advisors
New York
$2.23M +$2.23M +23,962 New
FCA
94
FinTrust Capital Advisors
South Carolina
$2.21M – – –
BWL
95
Bogart Wealth LLC
Virginia
$2.17M +$2.17M +23,865 New
TC
96
Trilogy Capital
California
$2.14M +$197K +2,105 +10%
BCG
97
Breakwater Capital Group
New Jersey
$2.11M +$579K +6,381 +38%
FUBT
98
First United Bank & Trust
Maryland
$2.1M +$638K +7,027 +44%
PFS
99
Prospera Financial Services
Texas
$1.93M +$1.93M +21,311 New
BCI
100
Brinker Capital Investments
Pennsylvania
$1.89M +$21.5K +237 +1%
2 3
4
5 6