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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Bank of America
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
Money Concepts Capital
Florida
$1.59M
3
SL
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
Fullerton Fund Management
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$1.89M +$21.5K +237 +1%
CA
102
Cetera Advisors
Colorado
$1.8M -$5.75M -63,365 -76%
SWAG
103
Spectrum Wealth Advisory Group
California
$1.73M -$15.5K -171 -0.9%
SB
104
Strategic Blueprint
Georgia
$1.69M +$1.69M +18,603 New
IA
105
IAM Advisory
Pennsylvania
$1.6M +$1.35M +14,838 +540%
MCC
106
Money Concepts Capital
Florida
$1.59M -$29.2M -321,596 -95%
OPWM
107
Oxinas Partners Wealth Management
Indiana
$1.54M +$1.54M +16,970 New
BFG
108
Baron Financial Group
New Jersey
$1.48M +$167K +1,835 +13%
CA
109
CSM Advisors
Pennsylvania
$1.45M +$672K +7,400 +86%
PA
110
PFG Advisors
Arizona
$1.44M +$930K +10,244 +182%
CA
111
Claro Advisors
Massachusetts
$1.43M +$991K +10,918 +228%
SF
112
Synovus Financial
Georgia
$1.34M +$1.34M +14,761 New
SPC
113
Sigma Planning Corp
Michigan
$1.33M +$619K +6,821 +88%
HA
114
Herold Advisors
New York
$1.32M +$649K +7,152 +96%
Goldman Sachs
115
Goldman Sachs
New York
$1.27M -$267K -2,936 -17%
FA
116
Financial Alternatives
California
$1.23M – – –
GIA
117
Gladstone Institutional Advisory
Florida
$1.12M +$567K +6,244 +102%
SFS
118
Sowell Financial Services
Arkansas
$1.11M +$1.11M +12,257 New
Brown Advisory
119
Brown Advisory
Maryland
$1.11M +$484K +5,330 +77%
DAS
120
Dynamic Advisor Solutions
Arizona
$1.08M +$31.8K +350 +3%
LC
121
Legacy CG
Texas
$1.07M -$560K -6,164 -34%
PG
122
Prostatis Group
Maryland
$1.05M +$1.03M +985,698 +7,334%
MFG
123
Magnus Financial Group
New York
$949K +$420K +4,625 +79%
KTM
124
Keeler Thomas Management
Utah
$942K +$113K +1,296 +14%
IAN
125
Integrated Advisors Network
Texas
$927K -$92.2K -1,016 -9%
3 4
5
6 7