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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$2.57M +$1.23M +13,447 +91%
JWWM
102
Johnson & White Wealth Management
Pennsylvania
$2.46M -$21.7K -238 -0.9%
LWM
103
Lionsbridge Wealth Management
Florida
$2.45M -$918K -10,059 -27%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M +$2.42M +26,535 New
CA
105
Claro Advisors
Massachusetts
$2.37M +$940K +10,301 +66%
BWL
106
Bogart Wealth LLC
Virginia
$2.33M +$157K +1,718 +7%
MGWM
107
Marks Group Wealth Management
Minnesota
$2.28M +$8.49K +93 +0.4%
FHA
108
Flagship Harbor Advisors
Massachusetts
$2.22M -$953K -10,444 -30%
FCA
109
FinTrust Capital Advisors
South Carolina
$2.22M -$226K -2,476 -9%
SFS
110
Sowell Financial Services
Arkansas
$2.2M +$1.08M +11,817 +96%
FHC
111
First Heartland Consultants
Missouri
$2.1M -$1.34M -14,648 -39%
ASN
112
Advisory Services Network
Georgia
$2M +$1.14M +12,475 +132%
BCI
113
Brinker Capital Investments
Pennsylvania
$1.91M +$6.2K +68 +0.3%
OPS
114
Orion Portfolio Solutions
Nebraska
$1.91M +$6.2K +68 +0.3%
HH
115
Hilltop Holdings
Texas
$1.79M +$1.79M +19,653 New
FTUS
116
Flow Traders U.S.
New York
$1.79M +$1.79M +19,601 New
SPC
117
Sigma Planning Corp
Michigan
$1.74M +$408K +4,473 +31%
SWAG
118
Spectrum Wealth Advisory Group
California
$1.67M -$71.8K -787 -4%
CJFS
119
Coulter & Justus Financial Services
Tennessee
$1.61M +$1.61M +17,599 New
IA
120
IAM Advisory
Pennsylvania
$1.57M -$29.6K -324 -2%
BFG
121
Baron Financial Group
New Jersey
$1.56M +$65.3K +716 +4%
Citadel Advisors
122
Citadel Advisors
Florida
$1.54M +$1.53M +16,724 +8,849%
PG
123
Prostatis Group
Maryland
$1.51M -$89.8M -982,599 -98%
OPWM
124
Oxinas Partners Wealth Management
Indiana
$1.51M -$43.1K -472 -3%
CA
125
Cetera Advisors
Colorado
$1.5M -$312K -3,420 -17%
3 4
5
6 7