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Invesco S&P 500 GARP ETF

141 hedge funds and large institutions have $750M invested in Invesco S&P 500 GARP ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

240% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

43% more capital invested

Capital invested by funds: $523M → $750M (+$226M)

23% more funds holding

Funds holding: 115141 (+26)

4.62% more ownership

Funds ownership: 59.12%63.74% (+4.6%)

Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
34
Increased
68
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Aspire Wealth Management
Massachusetts
$32K +$35.8K +431 New
APA
127
American Portfolios Advisors
New York
$31.1K
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$29K +$32.6K +392 New
LS
129
Leelyn Smith
Illinois
$27K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$24K
CAL
131
Capital Analysts LLC
Pennsylvania
$22K
SWM
132
Selective Wealth Management
Virginia
$22K
PA
133
Parallel Advisors
California
$22K +$24.2K +291 New
FA
134
Faithward Advisors
Pennsylvania
$14K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$12K -$7.15K -86 -34%
GEA
136
Glen Eagle Advisors
New Jersey
$7.48K
HI
137
Harbour Investments
Wisconsin
$6K
WA
138
Win Advisors
Florida
$4K -$249 -3 -6%
GWS
139
Glassman Wealth Services
Virginia
$1K +$831 +10 New
FHC
140
First Heartland Consultants
Missouri
$264 +$831 +10 +0.3%
APS
141
American Planning Services
Florida
$202 -$300K -3,614 -100%
ARC
142
Advisor Resource Council
Texas
-$3.6M -45,261 Closed
CIBC World Market
143
CIBC World Market
Ontario, Canada
-$358K -4,502 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$306K -3,846 Closed
ACP
145
Aviance Capital Partners
Florida
-$267K -3,358 Closed
COCM
146
Charter Oak Capital Management
New Hampshire
-$88K -1,102 Closed
CA
147
CoreCap Advisors
Michigan
-$22K -281 Closed
HPC
148
HM Payson & Co
Maine
-$12K -150 Closed
Citigroup
149
Citigroup
New York
-$1K -8 Closed