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Invesco S&P 500 GARP ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 GARP ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 113 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
37
Increased
113
Reduced
48
Closed
22
Calls
$290K
Puts
$1.13M
Net Calls
-$839K
Net Calls Change
-$822K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Bank of America
Bank of America
North Carolina
$96M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$91.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$86.9M
5
LPL Financial
LPL Financial
California
$161M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$65.1M
2
MCC
Money Concepts Capital
Florida
$1.59M
3
SL
Systelligence LLC
Minnesota
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27M
5
FFM
Fullerton Fund Management
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
126
Latitude Advisors
Florida
$926K +$241K +2,656 +35%
SCA
127
Snowden Capital Advisors
New York
$904K – – –
CA
128
Calton & Associates
Florida
$894K +$666K +7,342 +293%
SWM
129
Spire Wealth Management
Virginia
$871K -$1.36K -15 -0.2%
SA
130
SFI Advisors
New Jersey
$869K +$5.99K +66 +0.7%
ASN
131
Advisory Services Network
Georgia
$856K -$44.5K -490 -5%
OIM
132
Oder Investment Management
California
$827K +$5.45K +60 +0.7%
IA
133
IFP Advisors
Florida
$783K -$266K -2,932 -25%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$758K +$740K +8,101 +4,071%
LIM
135
Leavell Investment Management
Alabama
$743K -$418K -4,606 -36%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$729K -$2.24M -24,658 -75%
Creative Planning
137
Creative Planning
Kansas
$724K +$908 +10 +0.1%
GWM
138
Geneos Wealth Management
Colorado
$694K +$625K +6,887 +905%
Vontobel Holding
139
Vontobel Holding
Switzerland
$612K – – –
PM
140
Phraction Management
Connecticut
$599K – – –
TCWM
141
Total Clarity Wealth Management
Illinois
$592K -$817 -9 -0.1%
GC
142
Grimes & Company
Massachusetts
$589K -$48.7K -536 -8%
SPWM
143
Schrum Private Wealth Management
Florida
$567K – – –
US Bancorp
144
US Bancorp
Minnesota
$561K -$3.54M -38,977 -86%
ARC
145
Advisor Resource Council
Texas
$551K -$52.8K -582 -9%
WIA
146
World Investment Advisors
California
$542K – – –
IRC
147
Investors Research Corp
Georgia
$538K +$13.4K +148 +3%
LNC
148
Lincoln National Corp
Pennsylvania
$515K +$515K +5,674 New
HNW
149
High Note Wealth
Minnesota
$510K -$117K -1,287 -19%
IIC
150
Integrated Investment Consultants
Michigan
$489K +$489K +5,386 New
4 5
6
7 8