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Invesco S&P 500 GARP ETF
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Overview Fund Activity

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
GI
2
Gradient Investments
Minnesota
$49M
3
LPL Financial
3
LPL Financial
California
$52.3M
4
FFM
4
Fullerton Fund Management
Singapore
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$38.2M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$0
2
WEPOG
2
Wealth Enhancement & Preservation of GA
Georgia
$2.12M
3
SVCP
3
Silicon Valley Capital Partners
California
$74.1M
4
TCWM
4
Total Clarity Wealth Management
Illinois
$203K
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
101
Wharton Business Group
Pennsylvania
$263K 3,515 – –
ASN
102
Advisory Services Network
Georgia
$259K 3,464 – –
IA
103
IAM Advisory
Pennsylvania
$258K 3,445 -3,274 -49%
WWM
104
Wagner Wealth Management
South Carolina
$245K 3,269 +3,269 New
CCA
105
Clearwater Capital Advisors
Illinois
$241K 3,215 – –
WBC
106
West Branch Capital
Massachusetts
$227K 3,035 – –
TCWM
107
Total Clarity Wealth Management
Illinois
$203K 2,717 -6,814 -71%
TC
108
Trilogy Capital
California
$200K 2,677 +2,677 New
TRCT
109
Tower Research Capital (TRC)
New York
$191K 2,552 +2,552 New
Wells Fargo
110
Wells Fargo
California
$176K 2,363 +1,935 +452%
CF
111
Centaurus Financial
California
$161K 2,154 +821 +62%
JIR
112
James Investment Research
Ohio
$148K 1,976 -307 -13%
GM
113
GeoWealth Management
Illinois
$132K 1,756 +184 +12%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K 1,453 -6,006 -81%
RIA
115
Realta Investment Advisors
Delaware
$106K 1,415 +1,415 New
PTC
116
Private Trust Company
Ohio
$90K 1,200 +300 +33%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$79K 1,071 +967 +930%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$75K 1,003 -8 -0.8%
AIC
119
Archer Investment Corporation
Indiana
$56.7K 758 +758 New
GWM
120
Geneos Wealth Management
Colorado
$56K 761 – –
HI
121
Hudock Inc
Pennsylvania
$55K 738 +738 New
CFGS
122
Concourse Financial Group Securities
Alabama
$43K 579 +2 +0.3%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$35K 470 +263 +127%
SSB
124
Sandy Spring Bank
Maryland
$34K 450 – –
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$33K 441 -63 -13%
2 3 4
5
6