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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$6.08M +$6.08M +59,920 New
PFS
77
Prospera Financial Services
Texas
$5.92M +$2.12M +19,951 +56%
FAM
78
Family Asset Management
South Carolina
$5.8M +$193K +1,817 +3%
SPI
79
Santori & Peters Inc
Pennsylvania
$5.47M -$36.6K -344 -0.7%
SWA
80
Stratos Wealth Advisors
Ohio
$5.46M +$49.6K +466 +0.9%
WIA
81
World Investment Advisors
California
$5.39M +$1.19M +11,178 +28%
AWM
82
AE Wealth Management
Kansas
$5.37M -$5.18M -48,682 -49%
IAN
83
Integrated Advisors Network
Texas
$5.27M +$4.22M +39,641 +403%
LFAS
84
Level Four Advisory Services
Texas
$5.15M +$64.7K +660 +1%
SF
85
Synovus Financial
Georgia
$5.07M +$471K +4,419 +10%
GWM
86
Geneos Wealth Management
Colorado
$5.01M +$178K +1,669 +4%
SB
87
Strategic Blueprint
Georgia
$4.99M +$515K +4,834 +12%
BCG
88
Breakwater Capital Group
New Jersey
$4.98M +$103K +966 +2%
GWMR
89
GC Wealth Management RIA
Massachusetts
$4.86M +$413K +3,881 +9%
OC
90
Oppenheimer & Co
New York
$4.85M -$5.64M -52,951 -54%
DADC
91
D.A. Davidson & Co
Montana
$4.74M -$445K -4,182 -9%
FTS
92
Fifth Third Securities
Ohio
$4.66M -$1.12M -10,491 -19%
MIA
93
Milestone Investment Advisors
Wisconsin
$4.58M -$617K -5,798 -12%
FUBT
94
First United Bank & Trust
Maryland
$4.38M +$353K +3,316 +9%
TC
95
Trilogy Capital
California
$4.34M +$355K +3,337 +9%
BW
96
Bison Wealth
Georgia
$4.26M -$237K -2,229 -5%
MA
97
Mutual Advisors
Nebraska
$4.08M +$50.1K +470 +1%
CAG
98
Csenge Advisory Group
Florida
$3.93M +$266K +2,497 +7%
LWM
99
Lionsbridge Wealth Management
Florida
$3.9M -$11.3K -106 -0.3%
LNC
100
Lincoln National Corp
Pennsylvania
$3.85M +$2.47M +23,149 +178%
2 3
4
5 6