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Invesco S&P 500 GARP ETF
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Overview Fund Activity

322 hedge funds and large institutions have $2.74B invested in Invesco S&P 500 GARP ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-15
Holders Change %
-4.45%
% of All Funds
4.66%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
29
Increased
101
Reduced
137
Closed
41
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
-$881K

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$10.6M
2
GS
2
GTS Securities
New York
$7.74M
3
AWM
3
AE Wealth Management
Kansas
$5.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$25.1M
5
MWM
5
Modern Wealth Management
Kansas
$3.76M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$418M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$12.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.1M
5
AWM
5
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
151
Edmond de Rothschild Holding
Switzerland
$1.05M +$874K +8,352 +491%
CL
152
Choreo LLC
Illinois
$1.04M -$508K -4,858 -33%
ACM
153
Andina Capital Management
Utah
$971K -$102K -978 -10%
BONH
154
Bank of New Hampshire
New Hampshire
$966K -$26.2K -250 -3%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$954K -$7.22K -69 -0.8%
FHC
156
First Heartland Consultants
Missouri
$938K -$3.91M -37,407 -81%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$916K +$916K +8,756 New
SWM
158
Spire Wealth Management
Virginia
$907K +$16.4K +157 +2%
IA
159
IFP Advisors
Florida
$904K -$61.7K -589 -6%
FTDI
160
First Trust Direct Indexing
Massachusetts
$888K – – –
LIM
161
Leavell Investment Management
Alabama
$868K -$167K -1,595 -16%
LA
162
Latitude Advisors
Florida
$843K -$209K -1,997 -20%
Comerica Bank
163
Comerica Bank
Texas
$827K -$788K -7,528 -49%
PM
164
Phraction Management
Connecticut
$817K – – –
FFA
165
Farther Finance Advisors
California
$809K +$809K +7,732 New
CAS
166
Coppell Advisory Solutions
Texas
$771K +$771K +7,351 New
SWA
167
Stratos Wealth Advisors
Ohio
$759K -$4.23M -40,427 -85%
IRC
168
Investors Research Corp
Georgia
$746K -$5.97K -57 -0.8%
IFWM
169
Institute for Wealth Management
Colorado
$733K +$213K +2,039 +41%
OWA
170
Opal Wealth Advisors
New York
$723K -$6.8K -65 -0.9%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$688K -$112K -1,073 -14%
WLPWM
172
Walled Lake Planning & Wealth Management
Illinois
$669K +$44.7K +427 +7%
BCM
173
Brookstone Capital Management
Illinois
$662K +$325K +3,108 +96%
SPIA
174
Steward Partners Investment Advisory
New York
$657K -$5.75M -54,898 -90%
CW
175
CreativeOne Wealth
Kansas
$654K +$35.9K +343 +6%
5 6
7
8 9