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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
2
Morgan Stanley
New York
$307M
3
LPL Financial
3
LPL Financial
California
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$24.1M
3
PAG
3
Private Advisor Group
New Jersey
$12.4M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
PTC
5
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
101
First United Bank & Trust
Maryland
$1.37M +$1.37M +16,065 New
BFG
102
Baron Financial Group
New Jersey
$1.24M +$1.24M +14,498 New
FA
103
Financial Alternatives
California
$1.15M -$68.2K -800 -6%
PG
104
Prostatis Group
Maryland
$1.15M -$17.7K -207 -2%
LIM
105
Leavell Investment Management
Alabama
$1.09M +$331K +3,885 +44%
Citadel Advisors
106
Citadel Advisors
Florida
$1.05M +$1.05M +12,263 New
DAS
107
Dynamic Advisor Solutions
Arizona
$981K +$66K +774 +7%
PSCM
108
Per Stirling Capital Management
Texas
$961K -$147K -1,719 -13%
IAN
109
Integrated Advisors Network
Texas
$958K -$259K -3,041 -21%
SCA
110
Snowden Capital Advisors
New York
$849K +$28.2K +331 +3%
ASN
111
Advisory Services Network
Georgia
$847K +$632K +7,410 +295%
SWM
112
Spire Wealth Management
Virginia
$820K +$20.5K +240 +3%
SA
113
SFI Advisors
New Jersey
$811K -$13.7K -161 -2%
KTM
114
Keeler Thomas Management
Utah
$810K +$810K +9,496 New
WA
115
Win Advisors
Florida
$792K +$792K +9,162 New
LWM
116
Lionsbridge Wealth Management
Florida
$780K -$45.1K -529 -5%
GLA
117
Good Life Advisors
Pennsylvania
$777K +$777K +9,110 New
OIM
118
Oder Investment Management
California
$772K +$772K +9,051 New
CA
119
CSM Advisors
Pennsylvania
$734K – – –
Creative Planning
120
Creative Planning
Kansas
$680K +$15.3K +179 +2%
SPC
121
Sigma Planning Corp
Michigan
$664K +$664K +7,780 New
CF
122
Centaurus Financial
California
$648K -$73.6K -862 -10%
LA
123
Latitude Advisors
Florida
$644K +$234K +2,741 +57%
HA
124
Herold Advisors
New York
$634K +$34K +398 +6%
GC
125
Grimes & Company
Massachusetts
$599K – – –
3 4
5
6 7