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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
2
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
4
Win Advisors
Florida
$15.2M
5
IA
5
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$511M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ES
3
Eagle Strategies
New York
$2.01M
4
KAS
4
Kestra Advisory Services
Texas
$28.5M
5
SVCP
5
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
101
Trademark Financial Management
Minnesota
$3.8M -$4.09M -38,390 -52%
ASN
102
Advisory Services Network
Georgia
$3.67M +$888K +8,336 +32%
CA
103
Claro Advisors
Massachusetts
$3.49M -$205K -1,924 -6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$3.42M +$82.4K +774 +2%
EFL
105
ERn Financial LLC
Wisconsin
$3.37M -$126K -1,180 -4%
Renaissance Technologies
106
Renaissance Technologies
New York
$3.33M -$554K -5,200 -14%
FAM
107
Formidable Asset Management
Ohio
$3.28M +$3.28M +30,823 New
FHC
108
First Heartland Consultants
Missouri
$3.15M +$634K +5,950 +25%
JWWM
109
Johnson & White Wealth Management
Pennsylvania
$3.14M +$173K +1,622 +6%
LAM
110
Lifestyle Asset Management
Texas
$3.04M -$340K -3,189 -10%
FCA
111
FinTrust Capital Advisors
South Carolina
$2.76M +$209K +1,966 +8%
IA
112
Inspire Advisors
Idaho
$2.72M -$194K -1,822 -7%
SFS
113
Sowell Financial Services
Arkansas
$2.71M -$179K -1,682 -6%
MGWM
114
Marks Group Wealth Management
Minnesota
$2.54M – – –
CA
115
CSM Advisors
Pennsylvania
$2.51M +$809K +7,600 +48%
HH
116
Hilltop Holdings
Texas
$2.51M +$1.49K +14 +0.1%
Citadel Advisors
117
Citadel Advisors
Florida
$2.42M +$392K +3,683 +19%
BFP
118
Beacon Financial Planning
Massachusetts
$2.37M +$622K +5,841 +36%
HI
119
Harbour Investments
Wisconsin
$2.22M +$250K +2,352 +13%
CA
120
Cetera Advisors
Colorado
$2.16M +$635K +5,959 +42%
AIM
121
Alhambra Investment Management
Florida
$2.14M +$2.14M +20,063 New
AI
122
Atria Investments
North Carolina
$2.05M +$125K +1,172 +6%
ES
123
Eagle Strategies
New York
$2.01M -$23.2M -218,118 -92%
OWM
124
OneAscent Wealth Management
Alabama
$2M +$106K +993 +6%
Brown Advisory
125
Brown Advisory
Maryland
$2M +$307K +2,881 +18%
3 4
5
6 7