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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
LPL Financial
2
LPL Financial
California
$326M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
4
Wells Fargo
California
$51.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$48.6M
2
LC
2
Legacy CG
Texas
$0
3
SL
3
Systelligence LLC
Minnesota
$0
4
B
4
Barings
North Carolina
$0
5
OFS
5
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
$3.49M +$460K +4,687 +15%
HGA
102
Hobbs Group Advisors
South Carolina
$3.42M +$3.42M +34,872 New
CA
103
Claro Advisors
Massachusetts
$3.4M +$851K +8,678 +33%
Comerica Bank
104
Comerica Bank
Texas
$3.38M -$147K -1,497 -4%
CAG
105
Csenge Advisory Group
Florida
$3.37M +$98.5K +1,005 +3%
JWM
106
Jackson Wealth Management
Florida
$3.24M -$66.6K -679 -2%
EFL
107
ERn Financial LLC
Wisconsin
$3.11M -$474K -5,001 -13%
LAM
108
Lifestyle Asset Management
Texas
$3.11M -$4.88M -49,818 -61%
IWC
109
Integrated Wealth Concepts
Massachusetts
$3.07M +$174K +1,774 +6%
HI
110
Hudock Inc
Pennsylvania
$2.75M +$2.75M +28,002 New
JWWM
111
Johnson & White Wealth Management
Pennsylvania
$2.73M +$91.3K +931 +3%
IA
112
Inspire Advisors
Idaho
$2.69M -$3.73M -38,015 -58%
SFS
113
Sowell Financial Services
Arkansas
$2.66M +$298K +3,036 +13%
ASN
114
Advisory Services Network
Georgia
$2.56M +$416K +4,246 +19%
FFN
115
Focus Financial Network
Minnesota
$2.52M +$1.14M +11,578 +82%
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M -$186K -1,894 -7%
FCA
117
FinTrust Capital Advisors
South Carolina
$2.35M -$36.2K -369 -2%
MGWM
118
Marks Group Wealth Management
Minnesota
$2.34M -$113K -1,150 -5%
FHC
119
First Heartland Consultants
Missouri
$2.32M +$63.6K +648 +3%
HH
120
Hilltop Holdings
Texas
$2.31M +$380K +3,874 +20%
CJFS
121
Coulter & Justus Financial Services
Tennessee
$2.18M +$458K +4,673 +27%
VL
122
Vima LLC
Michigan
$2.18M +$2.18M +22,195 New
CA
123
Calton & Associates
Florida
$1.89M +$1.21M +12,358 +179%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$1.87M +$870K +8,878 +87%
Citadel Advisors
125
Citadel Advisors
Florida
$1.87M +$208K +2,119 +13%
3 4
5
6 7