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Invesco S&P 500 GARP ETF
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Overview Fund Activity

159 hedge funds and large institutions have $1.29B invested in Invesco S&P 500 GARP ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
2.57%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
36
Increased
79
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$88.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$249M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$89.1M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$58.6M
5
LPL Financial
5
LPL Financial
California
$90.9M

Top Sellers

1
AWM
1
Affinity Wealth Management
Delaware
$0
2
FFM
2
Fullerton Fund Management
Singapore
$0
3
PG
3
Prostatis Group
Maryland
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
SIM
5
Seaview Investment Managers
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$565K 6,841 +6,841 New
PM
102
Phraction Management
Connecticut
$545K 6,600 – –
SPWM
103
Schrum Private Wealth Management
Florida
$516K 6,241 – –
WIA
104
World Investment Advisors
California
$493K 5,966 +316 +6%
IRC
105
Investors Research Corp
Georgia
$462K 5,591 +634 +13%
CWA
106
Canvas Wealth Advisors
Kansas
$430K 5,011 +5,011 New
CG
107
Colony Group
Massachusetts
$425K 5,140 +5,140 New
APW
108
Austin Private Wealth
Texas
$424K 5,136 – –
LA
109
Latitude Advisors
Florida
$397K 4,804 +4,804 New
Wells Fargo
110
Wells Fargo
California
$381K 4,612 +2,249 +95%
PAG
111
Private Advisor Group
New Jersey
$378K 190,590 +105,210 +123%
CS
112
Comerica Securities
Michigan
$375K 4,536 +4,536 New
AWM
113
AE Wealth Management
Kansas
$373K 4,515 -2,437 -35%
BWM
114
Birchcreek Wealth Management
Ohio
$350K 4,233 +506 +14%
FHC
115
First Heartland Consultants
Missouri
$312K 3,778 +239 +7%
PWM
116
Perigon Wealth Management
California
$302K 3,651 +3,651 New
WBG
117
Wharton Business Group
Pennsylvania
$290K 3,515 – –
WLPWM
118
Walled Lake Planning & Wealth Management
Illinois
$283K 3,422 +3,422 New
WWM
119
Wagner Wealth Management
South Carolina
$270K 3,269 – –
CCA
120
Clearwater Capital Advisors
Illinois
$266K 3,215 – –
WBC
121
West Branch Capital
Massachusetts
$251K 3,035 – –
VP
122
Verum Partners
North Carolina
$245K 2,972 +2,972 New
AAS
123
Ameritas Advisory Services
Nebraska
$242K 2,931 +2,931 New
ASN
124
Advisory Services Network
Georgia
$208K 2,514 -950 -27%
AWM
125
Aspire Wealth Management
Massachusetts
$192K 2,327 +1,896 +440%
3 4
5
6 7