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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 %
DAS
151
Dynamic Advisor Solutions
Arizona
$1.17M -$25.1K -261 -2%
SFC
152
Strategic Financial Concepts
Texas
$1.12M +$1.12M +11,445 New
OP
153
ORG Partners
Indiana
$1.08M +$974K +9,930 +906%
IA
154
IFP Advisors
Florida
$1.05M -$41.2K -420 -4%
VWA
155
Visionary Wealth Advisors
Illinois
$1.03M +$388K +3,954 +60%
PG
156
Prostatis Group
Maryland
$986K -$635K -6,478 -39%
OIM
157
Oder Investment Management
California
$986K -$5K -51 -0.5%
LA
158
Latitude Advisors
Florida
$977K -$101K -1,033 -9%
LIM
159
Leavell Investment Management
Alabama
$976K +$278K +2,835 +40%
IAN
160
Integrated Advisors Network
Texas
$965K -$6.18K -63 -0.6%
SCA
161
Snowden Capital Advisors
New York
$957K – – –
MFG
162
Merit Financial Group
Georgia
$956K +$956K +9,753 New
SA
163
SFI Advisors
New Jersey
$942K +$23K +235 +3%
Vontobel Holding
164
Vontobel Holding
Switzerland
$934K +$273K +2,785 +41%
YIH
165
Y-Intercept (HK)
Hong Kong
$909K +$909K +9,268 New
BONH
166
Bank of New Hampshire
New Hampshire
$861K +$861K +8,785 New
TCWM
167
Total Clarity Wealth Management
Illinois
$860K +$7.16K +73 +0.8%
IWM
168
IHT Wealth Management
Illinois
$851K +$194K +1,974 +29%
SWM
169
Spire Wealth Management
Virginia
$821K -$24.4K -255 -3%
I
170
INVST
Indiana
$788K +$389K +4,040 +97%
PM
171
Phraction Management
Connecticut
$755K – – –
NL
172
NWAM LLC
Washington
$712K +$712K +7,262 New
SPC
173
Sigma Planning Corp
Michigan
$697K -$1.17M -11,965 -63%
KTM
174
Keeler Thomas Management
Utah
$669K -$371K -3,788 -36%
PTC
175
Private Trust Company
Ohio
$663K +$427K +4,357 +181%
5 6
7
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