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Invesco S&P 500 GARP ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.28B invested in Invesco S&P 500 GARP ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 132 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
50
Increased
132
Reduced
111
Closed
32
Calls
$1.06M
Puts
$31K
Net Calls
+$1.03M
Net Calls Change
+$986K

Top Buyers

1
AAG
1
Armstrong Advisory Group
Massachusetts
$23.2M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$143M
3
Bank of America
3
Bank of America
North Carolina
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.8M
5
SMM
5
Stadion Money Management
Georgia
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$50M
3
Wells Fargo
3
Wells Fargo
California
$36.9M
4
GM
4
GeoWealth Management
Illinois
$658K
5
4WM
5
49 Wealth Management
Texas
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
151
Integral Investment Advisors
California
$1.29M +$509K +4,963 +65%
AAS
152
Ameritas Advisory Services
Nebraska
$1.27M +$642K +6,245 +102%
PG
153
Prostatis Group
Maryland
$1.27M +$227K +2,207 +22%
APA
154
Astoria Portfolio Advisors
New York
$1.26M -$527K -5,123 -29%
SWM
155
Silverlake Wealth Management
Vermont
$1.25M +$349K +3,396 +39%
OP
156
ORG Partners
Indiana
$1.24M +$1.24M +12,103 New
GS
157
GTS Securities
New York
$1.21M +$1.21M +11,798 New
SCA
158
Snowden Capital Advisors
New York
$1.18M +$173K +1,688 +17%
OPWM
159
Oxinas Partners Wealth Management
Indiana
$1.16M -$552K -5,374 -32%
OAS
160
Optivise Advisory Services
Tennessee
$1.1M +$1.1M +10,725 New
SA
161
SFI Advisors
New Jersey
$1.09M -$11.3K -110 -1%
OIM
162
Oder Investment Management
California
$1.07M +$38.6K +376 +4%
MFG
163
Magnus Financial Group
New York
$1.07M -$391K -3,804 -27%
ACM
164
Andina Capital Management
Utah
$1.05M -$654K -6,361 -38%
LA
165
Latitude Advisors
Florida
$1.03M +$547K +5,327 +113%
LIM
166
Leavell Investment Management
Alabama
$1.02M – – –
RWA
167
Redhawk Wealth Advisors
Minnesota
$1.02M +$424K +4,122 +72%
BONH
168
Bank of New Hampshire
New Hampshire
$974K – – –
IA
169
IFP Advisors
Florida
$948K -$140K -1,362 -13%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$944K +$58.4K +568 +7%
KWM
171
Kingsview Wealth Management
Oregon
$940K +$496K +4,822 +111%
SWM
172
Spire Wealth Management
Virginia
$874K -$20.4K -198 -2%
FTDI
173
First Trust Direct Indexing
Massachusetts
$872K – – –
DAS
174
Dynamic Advisor Solutions
Arizona
$858K -$401K -3,898 -32%
IWM
175
IHT Wealth Management
Illinois
$852K -$93.8K -913 -10%
5 6
7
8 9