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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
LPL Financial
2
LPL Financial
California
$326M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
4
Wells Fargo
California
$51.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$48.6M
2
LC
2
Legacy CG
Texas
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
B
4
Barings
North Carolina
$0
5
OFS
5
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
76
Fifth Third Securities
Ohio
$5.32M -$746K -7,612 -12%
CAN
77
Cetera Advisor Networks
California
$5.26M +$1.22M +12,457 +30%
FAM
78
Family Asset Management
South Carolina
$5.16M +$412K +4,199 +9%
LFAS
79
Level Four Advisory Services
Texas
$5.09M -$685K -6,990 -12%
SPI
80
Santori & Peters Inc
Pennsylvania
$5.07M -$81.4K -830 -2%
ARC
81
Advisor Resource Council
Texas
$5.07M +$4.44M +45,256 +706%
SWA
82
Stratos Wealth Advisors
Ohio
$4.98M +$643K +6,563 +15%
CFGS
83
Concourse Financial Group Securities
Alabama
$4.94M +$1.02M +10,363 +26%
MIA
84
Milestone Investment Advisors
Wisconsin
$4.78M +$435K +4,433 +10%
DADC
85
D.A. Davidson & Co
Montana
$4.77M +$1.04M +10,583 +28%
ECA
86
Elevated Capital Advisors
Utah
$4.69M -$316K -3,220 -6%
GWM
87
Geneos Wealth Management
Colorado
$4.45M +$706K +7,206 +19%
BCG
88
Breakwater Capital Group
New Jersey
$4.41M +$689K +7,151 +18%
SW
89
SteelPeak Wealth
California
$4.25M +$1.48M +15,065 +53%
SF
90
Synovus Financial
Georgia
$4.23M +$1.47M +14,969 +53%
BW
91
Bison Wealth
Georgia
$4.14M +$378K +3,854 +10%
SB
92
Strategic Blueprint
Georgia
$4.12M +$568K +5,794 +16%
GWMR
93
GC Wealth Management RIA
Massachusetts
$4.1M +$4.1M +41,800 New
APA
94
Astoria Portfolio Advisors
New York
$3.88M -$110K -1,141 -3%
WIA
95
World Investment Advisors
California
$3.87M +$3.28M +33,501 +562%
MA
96
Mutual Advisors
Nebraska
$3.71M +$145K +1,476 +4%
FUBT
97
First United Bank & Trust
Maryland
$3.7M +$842K +8,587 +29%
TC
98
Trilogy Capital
California
$3.67M +$271K +2,766 +8%
LWM
99
Lionsbridge Wealth Management
Florida
$3.6M +$971K +9,900 +37%
Renaissance Technologies
100
Renaissance Technologies
New York
$3.58M +$3.58M +36,500 New
2 3
4
5 6