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Invesco S&P 500 GARP ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 GARP ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+45
Holders Change %
+28.3%
% of All Funds
3.27%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
66
Increased
87
Reduced
31
Closed
20
Calls
$51K
Puts
$68K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$185M
2
Morgan Stanley
Morgan Stanley
New York
$307M
3
LPL Financial
LPL Financial
California
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$62.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.1M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
UBS Group
UBS Group
Switzerland
$24.1M
3
PAG
Private Advisor Group
New Jersey
$12.4M
4
VWA
V Wealth Advisors
Kansas
$0
5
PTC
Private Trust Company
Ohio
$154K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$154K -$2.63M -30,805 -94%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$148K +$96K +1,126 +184%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$127K +$87.7K +1,028 +220%
CA
179
Clearstead Advisors
Ohio
$120K +$120K +1,411 New
HGERS
180
Householder Group Estate & Retirement Specialist
Arizona
$78K +$78K +912 New
SC
181
Stephens Consulting
Michigan
$75.8K +$75.8K +889 New
GWM
182
Geneos Wealth Management
Colorado
$64.9K – – –
AIC
183
Archer Investment Corporation
Indiana
$64.7K – – –
HI
184
Harbour Investments
Wisconsin
$55.2K +$49K +575 +799%
JIR
185
James Investment Research
Ohio
$55K -$102K -1,188 -65%
CFD
186
Creative Financial Designs
Indiana
$46.5K +$46.5K +545 New
RWPA
187
Richard W. Paul & Associates
Michigan
$44.3K -$171 -2 -0.4%
PB
188
Pinnacle Bancorp
Nebraska
$40.8K +$2.98K +35 +8%
IGWM
189
ICA Group Wealth Management
Colorado
$39.2K – – –
HNB
190
Huntington National Bank
Ohio
$35.4K – – –
SSB
191
Sandy Spring Bank
Maryland
$29.9K – – –
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$29.6K +$6.84K +80,237 +30%
AP
193
Advisors Preferred
Maryland
$29.1K +$29.1K +340 New
CAL
194
Capital Analysts LLC
Pennsylvania
$26K – – –
BAM
195
Belpointe Asset Management
Nevada
$24.4K – – –
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$19.6K – – –
TWC
197
TD Waterhouse Canada
Ontario, Canada
$19.3K +$15.6K +161 +424%
AA
198
Ancora Advisors
Ohio
$15K +$15K +176 New
FA
199
Fortis Advisors
Pennsylvania
$14.2K +$14.2K +166 New
SIS
200
Sound Income Strategies
Florida
$11.3K +$11.3K +132 New
5 6 7
8
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