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Invesco S&P 500 GARP ETF
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Overview Fund Activity

286 hedge funds and large institutions have $3.62B invested in Invesco S&P 500 GARP ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+38
Holders Change %
+15.32%
% of All Funds
4.19%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.37%
New
57
Increased
147
Reduced
54
Closed
17
Calls
$157K
Puts
$392K
Net Calls
-$235K
Net Calls Change
+$385K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
LPL Financial
LPL Financial
California
$326M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M
4
Wells Fargo
Wells Fargo
California
$51.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$51.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$48.6M
2
LC
Legacy CG
Texas
$0
3
SL
Systelligence LLC
Minnesota
$0
4
B
Barings
North Carolina
$0
5
OFS
OneAscent Financial Services
Alabama
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$1.81M +$1.56M +15,928 +627%
AI
127
Atria Investments
North Carolina
$1.78M -$5.21M -53,105 -75%
OWM
128
OneAscent Wealth Management
Alabama
$1.75M +$1.75M +17,807 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.74M -$2.93M -29,874 -63%
ACM
130
Andina Capital Management
Utah
$1.73M +$1.73M +17,605 New
BFG
131
Baron Financial Group
New Jersey
$1.7M +$31.9K +325 +2%
SWAG
132
Spectrum Wealth Advisory Group
California
$1.69M -$109K -1,110 -6%
GIA
133
Gladstone Institutional Advisory
Florida
$1.68M +$124K +1,267 +8%
BFP
134
Beacon Financial Planning
Massachusetts
$1.61M +$542K +5,531 +51%
OPWM
135
Oxinas Partners Wealth Management
Indiana
$1.6M -$18K -184 -1%
IA
136
IAM Advisory
Pennsylvania
$1.6M -$95.5K -974 -6%
CA
137
CSM Advisors
Pennsylvania
$1.57M – – –
TWC
138
TD Waterhouse Canada
Ontario, Canada
$1.57M +$123K +1,275 +8%
Brown Advisory
139
Brown Advisory
Maryland
$1.56M +$112K +1,141 +8%
OFS
140
OneAscent Financial Services
Alabama
$1.54M -$5.21M -53,132 -77%
CIA
141
Concurrent Investment Advisors
Florida
$1.43M +$1.43M +14,617 New
CA
142
Cetera Advisors
Colorado
$1.41M -$200K -2,043 -12%
HA
143
Herold Advisors
New York
$1.38M +$60.6K +618 +5%
FA
144
Financial Alternatives
California
$1.33M – – –
WKSWA
145
White Knight Strategic Wealth Advisors
New Jersey
$1.32M +$711K +7,249 +117%
PA
146
PFG Advisors
Arizona
$1.31M -$258K -2,632 -16%
MFG
147
Magnus Financial Group
New York
$1.29M +$88.8K +906 +7%
LNC
148
Lincoln National Corp
Pennsylvania
$1.27M +$564K +5,748 +79%
TCA
149
Transcend Capital Advisors
New Jersey
$1.22M +$455K +4,639 +60%
FFS
150
Founders Financial Securities
Maryland
$1.19M +$603K +6,147 +103%
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