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Invesco S&P 500 GARP ETF
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Overview Fund Activity

248 hedge funds and large institutions have $2.48B invested in Invesco S&P 500 GARP ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+30
Holders Change %
+13.76%
% of All Funds
3.95%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.29%
New
50
Increased
127
Reduced
52
Closed
13
Calls
$64K
Puts
$684K
Net Calls
-$620K
Net Calls Change
+$219K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$455M
3
Bank of America
3
Bank of America
North Carolina
$136M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$39.3M

Top Sellers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$100M
2
PG
2
Prostatis Group
Maryland
$1.51M
3
GI
3
Gradient Investments
Minnesota
$101K
4
SVCP
4
Silicon Valley Capital Partners
California
$81.1M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
CSM Advisors
Pennsylvania
$1.46M – – –
PA
127
PFG Advisors
Arizona
$1.46M +$9.58K +105 +0.7%
GIA
128
Gladstone Institutional Advisory
Florida
$1.45M +$324K +3,547 +29%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$1.36M +$610K +6,742 +81%
Brown Advisory
130
Brown Advisory
Maryland
$1.35M +$232K +2,543 +21%
FFN
131
Focus Financial Network
Minnesota
$1.29M +$880K +9,643 +217%
SWP
132
Stratos Wealth Partners
Ohio
$1.25M -$1.27M -13,885 -50%
FA
133
Financial Alternatives
California
$1.24M – – –
HA
134
Herold Advisors
New York
$1.23M -$103K -1,128 -8%
Jane Street
135
Jane Street
New York
$1.23M +$1.23M +13,449 New
DAS
136
Dynamic Advisor Solutions
Arizona
$1.14M +$55.8K +612 +5%
MFG
137
Magnus Financial Group
New York
$1.12M +$165K +1,811 +17%
IA
138
IFP Advisors
Florida
$1.01M +$226K +2,475 +29%
LA
139
Latitude Advisors
Florida
$1M +$72.6K +796 +8%
BFP
140
Beacon Financial Planning
Massachusetts
$993K +$755K +8,279 +318%
KTM
141
Keeler Thomas Management
Utah
$968K -$16.3K -179 -2%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$931K +$931K +10,207 New
OIM
143
Oder Investment Management
California
$923K +$91.2K +1,000 +11%
IAN
144
Integrated Advisors Network
Texas
$904K -$28.1K -308 -3%
SCA
145
Snowden Capital Advisors
New York
$891K -$17.6K -193 -2%
SA
146
SFI Advisors
New Jersey
$855K -$18K -197 -2%
SWM
147
Spire Wealth Management
Virginia
$807K -$68.9K -755 -8%
TCWM
148
Total Clarity Wealth Management
Illinois
$793K +$198K +2,175 +33%
TCA
149
Transcend Capital Advisors
New Jersey
$710K +$710K +7,780 New
PM
150
Phraction Management
Connecticut
$703K +$100K +1,100 +17%
4 5
6
7 8