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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 %
Vontobel Holding
151
Vontobel Holding
Switzerland
$1.42M +$403K +3,780 +40%
DAS
152
Dynamic Advisor Solutions
Arizona
$1.3M +$4.69K +44 +0.4%
I
153
INVST
Indiana
$1.24M +$365K +3,416 +42%
CPL
154
CAP Partners LLC
Tennessee
$1.19M +$1.19M +11,215 New
NL
155
NWAM LLC
Washington
$1.15M +$408K +3,979 +55%
PA
156
PFG Advisors
Arizona
$1.15M -$272K -2,550 -19%
SA
157
SFI Advisors
New Jersey
$1.14M +$119K +1,122 +12%
SFG
158
Sovereign Financial Group
Connecticut
$1.13M +$471K +4,423 +71%
IA
159
IFP Advisors
Florida
$1.13M -$10.4K -98 -0.9%
MFG
160
Merit Financial Group
Georgia
$1.11M +$121K +1,193 +12%
PG
161
Prostatis Group
Maryland
$1.07M +$4.36K +41 +0.4%
OIM
162
Oder Investment Management
California
$1.07M +$639 +6 +0.1%
LIM
163
Leavell Investment Management
Alabama
$1.05M -$6.92K -65 -0.7%
FTUS
164
Flow Traders U.S.
New York
$1.05M +$1.05M +9,869 New
SCA
165
Snowden Capital Advisors
New York
$1.04M – – –
BONH
166
Bank of New Hampshire
New Hampshire
$1.01M +$74K +695 +8%
SOS
167
Silver Oak Securities
Tennessee
$983K +$983K +9,228 New
IWM
168
IHT Wealth Management
Illinois
$980K +$55.7K +523 +6%
SWM
169
Silverlake Wealth Management
Vermont
$938K +$256K +2,405 +38%
SWM
170
Spire Wealth Management
Virginia
$927K +$12.8K +120 +1%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$917K +$900K +8,453 +5,283%
FTDI
172
First Trust Direct Indexing
Massachusetts
$903K +$903K +8,484 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$898K -$1.13M -10,654 -56%
EFG
174
Ethos Financial Group
Pennsylvania
$871K +$871K +8,175 New
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$832K +$272K +2,558 +49%
5 6
7
8 9