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Invesco S&P 500 GARP ETF

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.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

240% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

43% more capital invested

Capital invested by funds: $523M → $750M (+$226M)

23% more funds holding

Funds holding: 115141 (+26)

4.62% more ownership

Funds ownership: 59.12%63.74% (+4.6%)

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
101
Wharton Business Group
Pennsylvania
$263K
ASN
102
Advisory Services Network
Georgia
$259K
IA
103
IAM Advisory
Pennsylvania
$258K -$272K -3,274 -49%
WWMSC
104
Wagner Wealth Management (South Carolina)
South Carolina
$245K +$272K +3,269 New
CCA
105
Clearwater Capital Advisors
Illinois
$241K
WBC
106
West Branch Capital
Massachusetts
$227K
TCWM
107
Total Clarity Wealth Management
Illinois
$203K -$566K -6,814 -71%
TC
108
Trilogy Capital
California
$200K +$223K +2,677 New
TRCT
109
Tower Research Capital (TRC)
New York
$191K +$212K +2,552 New
Wells Fargo
110
Wells Fargo
California
$176K +$161K +1,935 +452%
CF
111
Centaurus Financial
California
$161K +$68.2K +821 +62%
JIR
112
James Investment Research
Ohio
$148K -$25.5K -307 -13%
GM
113
GeoWealth Management
Illinois
$132K +$15.3K +184 +12%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$499K -6,006 -81%
RIA
115
Realta Investment Advisors
Delaware
$106K +$118K +1,415 New
PTC
116
Private Trust Company
Ohio
$90K +$24.9K +300 +33%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$79K +$80.4K +967 +930%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$75K -$665 -8 -0.8%
AIC
119
Archer Investment Corporation
Indiana
$56.7K +$63K +758 New
GWM
120
Geneos Wealth Management
Colorado
$56K
HI
121
Hudock Inc
Pennsylvania
$55K +$61.3K +738 New
CFGS
122
Concourse Financial Group Securities
Alabama
$43K +$166 +2 +0.3%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$35K +$21.9K +263 +127%
SSB
124
Sandy Spring Bank
Maryland
$34K
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$33K -$5.24K -63 -13%