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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
Morgan Stanley
New York
$307M
3
LPL Financial
LPL Financial
California
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
UBS Group
UBS Group
Switzerland
$24.1M
3
PAG
Private Advisor Group
New Jersey
$12.4M
4
VWA
V Wealth Advisors
Kansas
$0
5
PTC
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
126
High Note Wealth
Minnesota
$589K – – –
Brown Advisory
127
Brown Advisory
Maryland
$587K -$30.7K -360 -5%
IA
128
IFP Advisors
Florida
$582K +$12.9K +256 +2%
Vontobel Holding
129
Vontobel Holding
Switzerland
$575K -$438K -5,134 -43%
ARC
130
Advisor Resource Council
Texas
$570K +$570K +6,655 New
PM
131
Phraction Management
Connecticut
$563K – – –
TCWM
132
Total Clarity Wealth Management
Illinois
$557K +$557K +6,530 New
SPWM
133
Schrum Private Wealth Management
Florida
$532K – – –
GIA
134
Gladstone Institutional Advisory
Florida
$522K +$522K +6,116 New
SWP
135
Stratos Wealth Partners
Ohio
$515K -$69K -809 -12%
WIA
136
World Investment Advisors
California
$509K – – –
PI
137
PFG Investments
New York
$499K +$499K +5,845 New
MFG
138
Magnus Financial Group
New York
$497K +$497K +5,824 New
IRC
139
Investors Research Corp
Georgia
$493K +$16.2K +190 +3%
AWM
140
AE Wealth Management
Kansas
$486K +$101K +1,188 +26%
PA
141
PFG Advisors
Arizona
$480K +$480K +5,633 New
LSA
142
Lion Street Advisors
Texas
$456K +$456K +5,341 New
APW
143
Austin Private Wealth
Texas
$438K – – –
Wells Fargo
144
Wells Fargo
California
$418K +$24.2K +284 +6%
CA
145
Claro Advisors
Massachusetts
$409K +$409K +4,791 New
RJT
146
Raymond James Trust
Florida
$400K +$400K +4,694 New
CS
147
Comerica Securities
Michigan
$388K +$1.19K +14 +0.3%
IWM
148
Iams Wealth Management
Nebraska
$374K +$374K +4,443 New
SWM
149
Silverlake Wealth Management
Vermont
$352K +$352K +4,130 New
TRCT
150
Tower Research Capital (TRC)
New York
$336K +$336K +3,929 New
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6
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