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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 %
LNC
151
Lincoln National Corp
Pennsylvania
$660K +$142K +1,557 +27%
LIM
152
Leavell Investment Management
Alabama
$650K -$97.1K -1,064 -13%
CS
153
Comerica Securities
Michigan
$640K +$269K +2,945 +72%
CA
154
Calton & Associates
Florida
$629K -$270K -2,954 -30%
Vontobel Holding
155
Vontobel Holding
Switzerland
$616K – – –
IWM
156
IHT Wealth Management
Illinois
$612K +$612K +6,710 New
VWA
157
Visionary Wealth Advisors
Illinois
$600K +$260K +2,847 +76%
ARC
158
Advisor Resource Council
Texas
$585K +$31K +340 +6%
SPWM
159
Schrum Private Wealth Management
Florida
$569K – – –
SWM
160
Silverlake Wealth Management
Vermont
$568K +$136K +1,491 +31%
WKSWA
161
White Knight Strategic Wealth Advisors
New Jersey
$563K +$127K +1,392 +29%
IRC
162
Investors Research Corp
Georgia
$551K +$9.58K +105 +2%
IFWM
163
Institute for Wealth Management
Colorado
$550K +$550K +6,023 New
WIA
164
World Investment Advisors
California
$544K – – –
FFS
165
Founders Financial Securities
Maryland
$542K +$289K +3,163 +114%
HNW
166
High Note Wealth
Minnesota
$519K +$6.39K +70 +1%
KA
167
Kovack Advisors
Florida
$507K +$507K +5,555 New
TI
168
Trexquant Investment
Connecticut
$499K +$499K +5,466 New
APW
169
Austin Private Wealth
Texas
$469K – – –
PI
170
PFG Investments
New York
$464K +$17.5K +192 +4%
SG
171
StoneX Group
New York
$463K +$134K +1,473 +41%
BAM
172
Belpointe Asset Management
Nevada
$461K +$461K +5,056 New
AAS
173
Ameritas Advisory Services
Nebraska
$456K +$154K +1,675 +51%
JCM
174
Jacobi Capital Management
Pennsylvania
$451K +$144K +1,580 +47%
RJT
175
Raymond James Trust
Florida
$439K +$10.6K +116 +2%
5 6
7
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