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Invesco S&P 500 GARP ETF
SPGP

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 %
APW
151
Austin Private Wealth
Texas
$466K – – –
AWM
152
Accurate Wealth Management
Florida
$455K +$455K +4,938 New
PI
153
PFG Investments
New York
$444K -$86.2K -950 -16%
PSCM
154
Per Stirling Capital Management
Texas
$435K -$588K -6,476 -57%
WKSWA
155
White Knight Strategic Wealth Advisors
New Jersey
$434K +$188K +2,070 +76%
SWM
156
Silverlake Wealth Management
Vermont
$430K +$55.1K +607 +15%
RJT
157
Raymond James Trust
Florida
$426K – – –
YIH
158
Y-Intercept (HK)
Hong Kong
$417K +$417K +4,598 New
FFN
159
Focus Financial Network
Minnesota
$403K +$403K +4,444 New
PWM
160
Perigon Wealth Management
California
$372K +$39.9K +440 +12%
CS
161
Comerica Securities
Michigan
$369K -$44K -485 -11%
WLPWM
162
Walled Lake Planning & Wealth Management
Illinois
$359K +$49.2K +542 +16%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$341K +$205K +2,259 +151%
VWA
164
Visionary Wealth Advisors
Illinois
$339K +$30K +330 +10%
AWM
165
AE Wealth Management
Kansas
$337K -$181K -1,996 -35%
SG
166
StoneX Group
New York
$327K +$5.45K +60 +2%
JCM
167
Jacobi Capital Management
Pennsylvania
$305K +$305K +3,358 New
AAS
168
Ameritas Advisory Services
Nebraska
$295K +$17.3K +192 +6%
HI
169
Hudock Inc
Pennsylvania
$294K +$10.9K +120 +4%
CWA
170
Canvas Wealth Advisors
Kansas
$292K +$2.17K +23 +0.7%
Prudential Financial
171
Prudential Financial
New Jersey
$289K +$289K +3,181 New
CWMGP
172
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$280K +$545 +6 +0.2%
PMG
173
ProVise Management Group
Florida
$276K +$8.72K +96 +3%
WBC
174
West Branch Capital
Massachusetts
$276K – – –
VP
175
Verum Partners
North Carolina
$271K +$635 +7 +0.2%
5 6
7
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