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Invesco S&P 500 GARP ETF
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Overview Fund Activity

324 hedge funds and large institutions have $3.43B invested in Invesco S&P 500 GARP ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 153 increasing their positions, 82 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+38
Holders Change %
+13.29%
% of All Funds
4.7%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
58
Increased
153
Reduced
82
Closed
18
Calls
$138K
Puts
$96K
Net Calls
+$42K
Net Calls Change
+$277K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
2
LPL Financial
LPL Financial
California
$376M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$75.1M
4
WA
Win Advisors
Florida
$15.2M
5
IA
IFG Advisory
Georgia
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$511M
2
Bank of America
Bank of America
North Carolina
$135M
3
ES
Eagle Strategies
New York
$2.01M
4
KAS
Kestra Advisory Services
Texas
$28.5M
5
SVCP
Silicon Valley Capital Partners
California
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Calton & Associates
Florida
$1.91M -$142K -1,332 -7%
Comerica Bank
127
Comerica Bank
Texas
$1.89M -$1.78M -16,749 -49%
BFG
128
Baron Financial Group
New Jersey
$1.88M +$33.7K +316 +2%
FFN
129
Focus Financial Network
Minnesota
$1.86M -$705K -7,049 -27%
SWAG
130
Spectrum Wealth Advisory Group
California
$1.83M +$2.45K +23 +0.1%
APA
131
Astoria Portfolio Advisors
New York
$1.78M -$2.35M -22,994 -57%
OPWM
132
Oxinas Partners Wealth Management
Indiana
$1.77M +$34.7K +326 +2%
GIA
133
Gladstone Institutional Advisory
Florida
$1.77M -$58.9K -553 -3%
ACM
134
Andina Capital Management
Utah
$1.77M -$105K -987 -6%
SFC
135
Strategic Financial Concepts
Texas
$1.74M +$522K +4,904 +43%
VL
136
Vima LLC
Michigan
$1.73M -$160K -1,880 -8%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M -$892K -8,379 -34%
IA
138
IAM Advisory
Pennsylvania
$1.73M -$8.63K -81 -0.5%
SPC
139
Sigma Planning Corp
Michigan
$1.7M +$943K +8,855 +125%
OFS
140
OneAscent Financial Services
Alabama
$1.66M -$13.7K -129 -0.8%
FFS
141
Founders Financial Securities
Maryland
$1.64M +$350K +3,286 +27%
TWC
142
TD Waterhouse Canada
Ontario, Canada
$1.58M -$146K -1,378 -8%
ARC
143
Advisor Resource Council
Texas
$1.55M -$3.53M -35,907 -69%
VWA
144
Visionary Wealth Advisors
Illinois
$1.54M +$419K +3,934 +37%
TCA
145
Transcend Capital Advisors
New Jersey
$1.52M +$196K +1,838 +15%
MFG
146
Magnus Financial Group
New York
$1.51M +$109K +1,025 +8%
WKSWA
147
White Knight Strategic Wealth Advisors
New Jersey
$1.5M +$68.9K +647 +5%
FIM
148
Freedom Investment Management
Connecticut
$1.46M +$1.15M +10,825 +369%
HA
149
Herold Advisors
New York
$1.45M -$51.4K -483 -3%
FA
150
Financial Alternatives
California
$1.43M -$9.58K -90 -0.7%
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