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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
LPL Financial
California
$244M
2
Morgan Stanley
Morgan Stanley
New York
$455M
3
Bank of America
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$100M
2
PG
Prostatis Group
Maryland
$1.51M
3
GI
Gradient Investments
Minnesota
$101K
4
SVCP
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
76
Elevated Capital Advisors
Utah
$4.66M -$76.8K -842 -2%
FAM
77
Family Asset Management
South Carolina
$4.42M +$1.02M +11,170 +30%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$4.35M +$3.62M +39,640 +494%
MIA
79
Milestone Investment Advisors
Wisconsin
$4.05M +$1.01M +11,017 +33%
SWA
80
Stratos Wealth Advisors
Ohio
$4.04M +$643K +7,051 +19%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$3.97M -$735K -8,058 -16%
CAN
82
Cetera Advisor Networks
California
$3.76M +$620K +6,800 +20%
CFGS
83
Concourse Financial Group Securities
Alabama
$3.65M +$1.23M +13,518 +51%
APA
84
Astoria Portfolio Advisors
New York
$3.62M +$1.53M +17,549 +73%
BW
85
Bison Wealth
Georgia
$3.5M -$1.34M -14,695 -28%
GWM
86
Geneos Wealth Management
Colorado
$3.49M +$2.79M +30,566 +400%
DADC
87
D.A. Davidson & Co
Montana
$3.47M -$88.3K -968 -2%
EFL
88
ERn Financial LLC
Wisconsin
$3.45M +$475K +5,202 +16%
BCG
89
Breakwater Capital Group
New Jersey
$3.42M +$1.36M +15,425 +66%
MA
90
Mutual Advisors
Nebraska
$3.32M -$226K -2,482 -6%
SB
91
Strategic Blueprint
Georgia
$3.3M +$1.61M +17,601 +95%
Prudential Financial
92
Prudential Financial
New Jersey
$3.3M +$3.01M +32,964 +1,036%
Comerica Bank
93
Comerica Bank
Texas
$3.28M +$3.28M +35,999 New
TC
94
Trilogy Capital
California
$3.16M +$1.08M +11,864 +52%
JWM
95
Jackson Wealth Management
Florida
$3.07M +$3.07M +33,681 New
CAG
96
Csenge Advisory Group
Florida
$3.05M +$2.74K +30 +0.1%
PFS
97
Prospera Financial Services
Texas
$2.82M +$876K +9,602 +45%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.7M -$25.5K -279 -0.9%
FUBT
99
First United Bank & Trust
Maryland
$2.66M +$556K +6,097 +26%
SW
100
SteelPeak Wealth
California
$2.58M +$11.3K +124 +0.4%
2 3
4
5 6