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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 %
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$324K +$324K +3,800 New
PWM
152
Perigon Wealth Management
California
$312K +$171 +2 +0.1%
SG
153
StoneX Group
New York
$302K +$302K +3,546 New
WBG
154
Wharton Business Group
Pennsylvania
$299K – – –
WLPWM
155
Walled Lake Planning & Wealth Management
Illinois
$291K -$1.19K -14 -0.4%
VWA
156
Visionary Wealth Advisors
Illinois
$290K +$290K +3,403 New
WWM
157
Wagner Wealth Management
South Carolina
$277K -$1.88K -22 -0.7%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$272K +$262K +3,067 +2,577%
HI
159
Hudock Inc
Pennsylvania
$266K +$266K +3,118 New
AAS
160
Ameritas Advisory Services
Nebraska
$264K +$13.7K +161 +5%
CWMGP
161
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$263K +$263K +3,078 New
CWA
162
Canvas Wealth Advisors
Kansas
$262K -$164K -1,929 -38%
AWM
163
Aspire Wealth Management
Massachusetts
$259K +$60.9K +714 +31%
WBC
164
West Branch Capital
Massachusetts
$259K – – –
VP
165
Verum Partners
North Carolina
$254K +$768 +9 +0.3%
PMG
166
ProVise Management Group
Florida
$251K +$251K +2,947 New
CCA
167
Clearwater Capital Advisors
Illinois
$251K -$23.3K -273 -8%
IA
168
IAM Advisory
Pennsylvania
$234K +$234K +2,748 New
WKSWA
169
White Knight Strategic Wealth Advisors
New Jersey
$231K +$231K +2,708 New
SYBT
170
Stock Yards Bank & Trust
Kentucky
$230K +$230K +2,700 New
SS
171
Simplicity Solutions
Minnesota
$227K +$227K +2,657 New
BFG
172
Bleakley Financial Group
New Jersey
$227K +$227K +2,657 New
CA
173
Calton & Associates
Florida
$214K +$214K +2,507 New
ONSWM
174
Old North State Wealth Management
North Carolina
$206K +$206K +2,418 New
BWM
175
Birchcreek Wealth Management
Ohio
$202K -$159K -1,866 -44%
5 6
7
8 9